Administrative Assistant

Yeo And Yeo - Saginaw, MI

Full-time - Entry Level

Saginaw, MI

101-250 employees

Professional, Scientific, and Technical Services

About the position

The Administrative Assistant at Yeo & Yeo plays a crucial role in providing high-level client service and organizational support to the team. This position involves managing calendars, coordinating meetings and events, processing client engagements, and maintaining client relations, all while ensuring a smooth operational flow within the firm.

Responsibilities

• Manage calendars and schedule appointments for the team.
• Provide outstanding client service through effective communication and timely follow-up.
• Coordinate administrative and operational functions, including phone calls and mail processing.
• Maintain client records and ensure confidentiality of client information.
• Assist in the preparation and processing of client tax returns and financial statements.
• Manage the client engagement letter process, including distribution and tracking of signatures.
• Support CPA's with various administrative tasks related to client services.
• Assist with monthly billing procedures and accounts receivable management.
• Maintain office supplies and monitor inventory levels.
• Provide backup support for administrative colleagues as needed.

Requirements

• 2+ years' experience in public accounting or a professional services office setting.
• Proficient in MS Office Suite (Excel, Word, Outlook, PowerPoint) and Adobe.
• Ability to operate in a paperless environment, including scanning and routing documents.
• Excellent verbal and written communication skills.
• Strong interpersonal skills and ability to work in a team environment.

Nice-to-haves

• Notary Public certification preferred.
• Experience with electronic filing of tax returns and related documents.
• Interest in community involvement and participation in company events.

Benefits

• Competitive salaries
• Excellent medical, dental, and vision plan options
• Bonuses
• Referral programs
• Life insurance
• 401(k) plan
• Community service opportunities
• Fun company events
• Dress for your day attire