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Administrative Assistant
Strategic Financial Services, P.C. - Tulsa, OK
posted 2 months ago
About the position
The Administrative Assistant position at Strategic Financial Services, P.C. is designed for individuals looking to develop their administrative skills within a small accounting firm. The role involves supporting the administration team, managing various projects, and ensuring the smooth operation of the office. The ideal candidate will be self-motivated, trustworthy, and capable of handling confidential information while contributing to the firm's growth.
Responsibilities
- Assist the administration team in daily operations
- Manage projects such as tax return flow and processing
- Answer phone calls and manage correspondence
- Welcome visitors and provide assistance as needed
- Manage and set appointments for staff
- Monitor and maintain office equipment and supplies
- Prepare correspondence, documentation, and presentation materials
- Submit timely reports and prepare presentations/proposals
- Handle sensitive information related to personal finances
- Perform light bookkeeping and QuickBooks invoicing data entry
Requirements
- Proficient in Microsoft Excel and Outlook
- Strong customer service skills
- Excellent writing skills in English
- Basic knowledge of QuickBooks
- Data entry skills
- Strong computer skills
- Leadership and communication skills
- Effective time management abilities
- Detail-oriented with a high degree of accuracy
Nice-to-haves
- Experience in customer service (1 year preferred)
- Outgoing and friendly demeanor
- Professional appearance
Benefits
- Paid holidays
- Health insurance
- Paid time off
- Retirement plan
