Administrative Specialist

Provides a wide range of administrative support to the Cincinnati Office. Ability to multi-task and prioritize workload. Ability to take on projects with little supervision and sometimes strict time constraints.

Tasks

• Maintains client information in tax software - CCH.
• Formats correspondence for partners, directors, managers and staff.
• Assists with associates’ travel arrangements for work-related trips, e.g. air travel, ground transportation, hotel, etc. and submitting the appropriate documents for credit card reconciliation.
• Provides phone coverage and front desk duties for the Cincinnati Office.
• Miscellaneous administrative duties including, but not limited to, answering incoming calls to partners and directors, copying and scanning documents, etc.
• Handles day-to-day building and|or maintenance requests.

Profitability

• Tracks and reports actual client-related time.
• Consistently utilizes all firm and department software efficiently.
• Involvement with internally focused projects to improve procedures by participation in committees, technical training, HR initiatives and other firm related projects.

Practice Growth

• Works to identify opportunities to reduce costs within the firm.
• Provides other services in addition to core administrative services.
• Demonstrates excellent written and verbal communication skills.

Client Focus

• Utilizes appropriate procedures to completion to produce a high quality work product.
• Demonstrates comprehension of relevant accounting knowledge, technology concepts and other methodologies.
• Works in collaboration with the other administrative team members to help ensure a consistent and efficient workflow.

Brand Culture|Development

• Exemplifies Brand Attributes of the firm.
• Complies with all policies and procedures of the firm.
• Demonstrates the ability to work individually or in a team environment and address conflict with peers and superiors.
• Enhances firm collaboration through interactions with associates from other departments.
• Consistently seeks feedback from performance manager and focuses on enhancing and developing professional and technical skills.

Work Experience/Education

• Three – five years of administrative experience.
• Strong proficiency in the use of technology and PC applications, specifically, but not limited to, Microsoft applications, e.g. Word, Excel, PowerPoint, Outlook.
• Ability to multi-task and prioritize workload.
• Must exhibit attention to detail.
• Must have excellent written and oral communication skills.

Organizational Relationships

• The Administrative Specialist will report directly to a Performance Manager who will provide any necessary guidance relative to administrative issues or work performance through the formal evaluation process.

Special Requirements

• Ability to work evenings and weekends based on time of year and client demands.

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