Responsibilities
- Provide comprehensive and efficient administrative support
- Ensure efficient day-to-day administrative duties
- Ensure accuracy and review documentation with strong attention to detail
- Offer internal coordination and support to the Firm Administrator and staff administrators
- Ensure a solid Admin Team working cohesively and proficiently
- Grow and work with other Admin staff to continually support within a collaborative and corporate work environment
- Provide day-to-day support to the administrative team and firm leadership
- Format financial statements and supporting documentation for review
- Assist with document management, organization, and internal communications
- Process tax returns and related administrative workflows
- Manage and respond to internal requests through the administrative ticketing system
- Support cross-functional teams with administrative needs and project coordination
- Maintain accuracy and confidentiality of sensitive financial and client information
- Assist with special projects and general administrative tasks as needed
- Greet clients, answer phones and distribute client documents
Requirements
- Strong organizational and time management skills
- Ability to multitask and take direction well
- Excellent written and verbal communication skills
- Professional attentiveness and ethical standards with professional demeanor and discretion
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)
- Ability to manage multiple priorities and meet deadlines
- Collaborative mindset with a proactive approach to problem solving
- Administrative operations and organizational support in a professional environment
- Ability to learn and grow professionally and take on other tasks and duties as assigned
- Adaptable in an office setting & know the importance of teamwork and collaboration
- Excellent customer service skills
Nice to Have
- 2-year degree preferred or 2 + years Admin experience in a professional office environment
Benefits
- Flexible work schedules
- Comprehensive compensation and benefits package
- Health
- Dental
- Vision
- Life
- Long-Term Disability
- 401K
- Paid Time Off
- Volunteer Time Off
- Work-Life Balance Culture
Work Arrangement
On-site — Ithaca, NY
Team
Structure: Reports to the Firm Administrator; part of the Administrative Team working with staff administrators and firm leadership
Additional Information
- Occasional evening and weekend overtime during the busy season (January – April 15th)
- Position offers flexibility and is an in-office position
