Ledger And Co - San Francisco, CA

posted 3 months ago

Full-time
San Francisco, CA
Professional, Scientific, and Technical Services

About the position

The Administrative Professional will play a crucial role in supporting one or more Senior Managers within the organization. This position requires a high level of professionalism and discretion, as the individual will be responsible for handling complex and confidential correspondence. The role involves word processing to compose various types of documents, including sensitive communications that require careful attention to detail. Additionally, the Administrative Professional will be tasked with researching and balancing general ledger lines and expense accounts, which is essential for maintaining accurate financial records. In terms of financial planning, the individual will assist with budgetary planning and compile statistical data that will aid in the decision-making process. This role also includes providing support for larger projects managed by other team members, acting as a reliable information source regarding departmental and business unit policies and procedures. The Administrative Professional may also establish office procedures and controls to enhance operational efficiency. Furthermore, the position involves running reports and coordinating special events or office functions, which requires strong organizational skills and the ability to manage multiple tasks simultaneously. The Administrative Professional may also direct the work of others, making leadership skills an important aspect of this role. Overall, this position is integral to the smooth functioning of the office and the support of senior management.

Responsibilities

  • Compose complex and/or confidential correspondence through word processing.
  • Research and balance general ledger lines and/or expense accounts.
  • Assist with budgetary planning and financial forecasting.
  • Compile statistical data for financial planning purposes.
  • Screen callers and handle complex and sensitive inquiries/calls.
  • Provide support for larger projects managed by others.
  • Act as an information source on departmental/business unit policies and procedures.
  • Establish office procedures and controls to improve efficiency.
  • Run reports and coordinate special events or office functions.
  • Direct the work of others as needed.

Requirements

  • 3+ years of administrative support experience.
  • Experience in the financial industry is a significant plus.
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service