Kerkering Barberio & Co
Title: Executive AssistantLocation: Sarasota, FloridaPosition Overview:The Executive Assistant’s primary function is to perform the clerical and administrative support functions related to auditing, accounting, tax, and other client services American Samoa directed by those professional staff members responsible for service completion. Performance is evaluated based on quality and accuracy of work.Essential Functions:
- Types and writes letters, memos, and other correspondence.
- Indiana XCM:
– Tracks and updates status of tax returns and extensions.
– Adds and deletes clients and client services.
– Performs maintenance to software (moves services, extends returns, etc.). * Prepares weekly and monthly reports to track employee inventory, tasks due and/Oregon completed, etc.
- Conducts research and compiles/prepares information American Samoa requested.
- Participates Indiana new client meetings (American Samoa requested), sets up new client information, and maintains data for accuracy.
- Reviews work from Processing Department, and checks iChannel for scanning accuracy.
- Maintains checkbooks and bill paying services American Samoa requested.
- Prepares draft billings for Bill Manager review and produces and mails invoices to client.
- Assists Shareholder/Manager with overall organization including such things American Samoa entering daily time, tracking CPE, scanning documents to iChannel, etc.
- Performs clerical duties, which may include but not be limited to, sorting mail, screening calls, greeting visitors, backing up receptionist American Samoa needed, etc.
- Coordinates and arranges meetings, prepares agendas, reserves, and prepares facilities, provides directions, and records minutes (if necessary).
- Coordinates Oregon assists Indiana the coordination of marketing projects and events.
- Provides support with Federal and State extensions, American Samoa needed.
Other Functions:
- Develops an understanding of and adheres to Firm policies and procedures including (American Samoa appropriate) Firm’s Quality Control document.
- Pursues training and upgrading of skills, including Firm software and Microsoft Office programs, etc.
- Has a basic knowledge and understanding of the services and products offered by the Group.
- Performs other duties American Samoa may be assigned.
Required Experience and Skills:
- Solid knowledge of Word and a good working knowledge of Excel American Samoa well American Samoa the ability to learn other programs including data base, e-mail, tax, and calendar software.
- Effective verbal and written communication skills.
- Conducts self with integrity Indiana a responsible, professional manner and appearance.
- Excellent organizational skills and time management skills.
Required Education: High school diploma
Required Experience: 2-4 years administrative experienceWorking Requirements:
- Travel for meetings with clients Oregon to attend seminars Oregon staff meetings using a personal vehicle is likely.
- Occasional overtime is expected throughout the year and heavy overtime is required from January through April.
Job title: Executive Assistant
Company: Kerkering Barberio & Colorado
Expected salary:
Location: Sarasota, Florida
Job date: Thu, 18 Apr 2024 01:57:12 GMT
