Administrative Assistant - Trust & Estates

Description

What are you looking for? A Great Place to Build Your Career? At SEK, you will find just that, especially if you are…

• Detail-oriented: Committed to accuracy and  precision in handling documents, scheduling, and client communications.
• Organized: Able to manage multiple tasks efficiently and maintain orderly systems that support the team’s productivity.
• Professional communicator: Clear, courteous, and responsive when interacting with clients, and team members.
• Trustworthy: Understands the importance of confidentiality when handling sensitive client and firm information.

As an Administrative Assistant you will support our team in a fast-paced, professional environment. This role is essential to keeping our operations running smoothly, assisting with client communications, document management, and general administrative tasks.

In this role, there is required overtime from January through April and our administrative team members are expected to work Saturday hours (8:00 am – 12:00 pm) as needed based on workload and client deadlines.

A Day in the Life of an Administrative Assistant...

• Maintain and organize client estate planning and trust files, both physical and digital.
• Prepare, assemble, and distribute estate and trust documents for client review.
• Assist with document filings and electronic submissions related to estate and trust administration.
• Scan, upload, and manage sensitive client financial and legal documents securely.
• Prepare and format correspondence, reports, and financial summaries for clients and beneficiaries.
• Coordinate the collection of client information, signatures, and supporting documents.
• Track deadlines and maintain task lists to support estate and trust administration activities.
• Handle incoming and outgoing mail, deliveries, and document packages.
• Collect and safeguard important client materials, maintaining strict confidentiality.
• Provide administrative support including scheduling meetings and preparing materials.
• Assist with billing support, expense reports, and maintaining accurate client records.
• Serve as backup for Receptionist to greet clients and manage incoming calls.
• Maintain office and break room supplies to ensure a professional environment.
• Ensure compliance with firm policies for client privacy and data security.
• Perform other general clerical duties as needed to support team and staff.

Requirements

• 2 years of administrative experience in a professional office
• Customer service experience (phone and in-person).
• Proficiency in Microsoft Word, Excel, Outlook, and Adobe PDF.
• Strong attention to detail, organization, and communication skills.
• Ability to work independently and handle confidential information professionally.
• Experience handling phone lines in a fast paced environment.

Why should you join SEK?

Our firm offers team members an excellent career track along with a professional and growth-oriented work environment. We offer flexible schedules, study time on the clock for the CPA exam, and reduced hours in the summer in order to support employee needs to balance their personal and work life. In addition, we strive to provide and maintain a positive work environment where each employee feels encouraged to contribute to our processes, decisions, planning, and culture.

SEK CPAs & Advisors Benefits & Perks:

• 3 weeks of PTO
• Flexible schedules (including half-day Fridays in the summer)
• Dress for your day policy (jeans included)
• 401k profit sharing plan
• Tuition Reimbursement Program
• Individual Medical Insurance covered by SEK

About Us:

At SEK CPAs & Advisors, we don't just provide accounting services – we create value and foster trust. What over 60 years ago as a small, three-partner firm in Maryland has grown into one of the premier CPA and advisory firms in the area. With offices in Camp Hill, Carlisle, Chambersburg, Hanover, and York, PA, as well as Hagerstown, MD. The firm is proud to be built on a foundation of integrity, responsiveness, empowerment, quality of life, and community.

We believe industry-focused, high-performing teams are essential to delivering high-quality and innovative solutions to our clients. Therefore, continuous learning, leadership development, and integrating work-life flexibility are critical components of our strategic plan.

At SEK, successful client service experiences are achieved by providing multiple services, frequent and ongoing communication, and a forward-thinking approach, thereby becoming a trusted business advisor throughout the lifecycle of a business or organization.

EOE STATEMENT - We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex or gender, national origin or ancestry, age, physical or mental disability, marital status, sexual orientation, gender identity, genetic information, veteran status, or any other characteristic protected by law.