Administrative Assistant

General Information

Job Title: Administrative Assistant

Employee Type: Full-Time Salaried

Job Category: Administrative

Manage Others: No

Contact Information: Fleming Advisors Recruiting Team

Email: recruiting@fleming-advisors.com

Description: You’re ready to take on new responsibilities and put your career in public accounting on the fast track. At Fleming Advisors, you determine where your talents will take you. Choose your path, and we’ll help you get there.

 

WHO WE ARE AND WHAT WE DO 

Fleming Advisors has provided innovative yet practical solutions for small to medium-sized companies since 2009.  From our beginning, we have expanded and adapted to offer clients a full array of high-quality services.  At Fleming Advisors, we believe our role as trusted advisors is to build relationships with our clients, take an active interest in their unique situations, and provide expertise and resources to help them achieve their goals.  Bringing value to our clients is what we do best and seeing them succeed is our ultimate mission. 

  

Position Overview: 

The Fleming Advisors Administrative Assistant plays a critical role in supporting our clients and is primarily responsible for answering incoming calls as well as greeting clients in-person, processing client documents, coordinating calls/meetings with clients and tax team, notifying clients after tax returns are completed, relaying tax filing instructions to clients, assisting clients with online client portal(s), processing credit card payments, manage documents and tax filings, assist administrative and tax team as necessary as well as various day-to-day office tasks.

 

Responsibilities: 

  • Communicating with clients and coordinating conferences/meetings with the tax accountants

  • Coordinating all incoming and outgoing shipments/mail/packages; as well as post office runs

  • Ensuring documents are being processed in a manner that follows the systems in place

  • Communicating with internal departments and coordinating tax returns for deadlines

  • Maintaining organization of file/storage room in an orderly and neat manner (keeping work areas clear, and necessary forms/paperwork available to tax accountants)

  • Manage electronic document filings

  • Process credit card payments

  • File workflow job folders and other documents as required

  • Assist administrative staff, tax team staff and department managers

  • Other duties as assigned by management

 

Qualifications: 

  • Excellent phone etiquette

  • Excellent written and verbal communication skills

  • Must be detail-oriented with a proven track record of a quality work-product

  • Outstanding customer service skills and professionalism

  • Experience with office equipment such as phones, scanners, computers, etc.

  • Experience with Microsoft Office and Adobe

  • Ability to learn and efficiently use new software

  • Ability to prioritize tasks effectively

  • Ability to work independently

  • Excellent organizational skills

 

EXPLORE THE WORKPLACE OF THE FUTURE  

Fleming Advisors is a leading professional services firm with a contagious culture; where growth is fostered and making a difference means something. Our values drive our decisions, and our passion is empowering people and creating wow experiences for our clients. 

 

Fleming Advisors Differentiators: 

  • Growth Potential 

  • Close-Knit Collaborative Team  

  • Comprehensive Benefits Package 

  • Open Door Leadership Style 

 

BENEFITS THAT GO BEYOND 

We are proud to offer a competitive and comprehensive benefits package, with options designed to help you make the best decisions for yourself, your family, and your career.  Our competitive compensation package is catered to reward you for your performance and recognize you for the value you bring to our business.  In addition, our total package includes medical, dental and vision coverage, matching Simple IRA plans, Unlimited PTO, observed holidays and a range of programs and benefits designed to support your physical, financial, and social well-being. 

 

All applicants will receive consideration for employment regardless of their race, color, creed, religion, national origin, sex, sexual orientation, disability, age, marital status, or status with regard to public assistance.