Paraprofessional - Administrative Assistant

Smith Leonard - High Point, NC

Full-time

High Point, NC

Professional, Scientific, and Technical Services

About the position

The Paraprofessional - Administrative Assistant role at Smith Leonard PLLC involves providing essential support to a team of professionals in a regional CPA firm. The position emphasizes customer service, effective communication, and the ability to manage multiple tasks in a fast-paced environment. The role is designed for individuals who thrive in team-oriented settings and are committed to maintaining high standards of professionalism and confidentiality.

Responsibilities

• Meet regularly with team members to review the status of their work and assist as needed.
• Contact clients via phone, email, or text to request open items, AR payments, and documents that need to be signed.
• Compose, type, and distribute professional correspondence as requested by management.
• Help track progress of work to meet client deadlines.
• Follow up with team members on stagnant work and push towards turning WIP to billing client.
• Invoicing and collection management.
• Review and triage WIP, billing, and due date reports each month.
• Coordinate miscellaneous matters on behalf of team members.
• Update system data such as workflows, contact info, routing statuses, and portals.
• Draft or proofread Engagement Letters, Financial Statements, documents, and memos.
• Proofread financial statements for accuracy and formatting, ensuring the finished product is error-free.
• Pull or monitor various reports and data as requested to ensure timely completion of work.
• Coordinate scheduling requests and help manage the staffing plan for engagements.
• Coordinate onboarding of new clients for assigned team members.
• Manage the engagement letter process.
• Coordinate year-end planning meetings.
• Provide backup support to the administrative team.
• Assist with special projects as assigned.

Requirements

• Prefer accounting or law firm experience.
• Minimum 2 years or more of experience as an Administrative Assistant or Executive Administrator, preferably in the financial services industry.
• A total of five or more years of a combination of related experience and education.
• High level of aptitude in all Microsoft Office products (Word and Excel primarily, PowerPoint occasionally).
• Microsoft certification(s) preferred.
• Willingness to adapt as roles and responsibilities evolve with the growing firm.
• Ability to multi-task in an organized and efficient manner with strong follow-through and attention to detail.
• Results-oriented problem solver with the ability to meet deadlines.
• Proficient typist (40+ wpm); professional writing style.
• Professional and friendly demeanor on the telephone and in person.
• Ability to use office equipment, including but not limited to a computer, copier, and telephones as well as related software programs.
• Ability to understand and fulfill oral and written directions.
• Customer service skills and team-oriented mindset.
• Project Management / Organizational Skills.
• Commitment to excellence and high standards.

Benefits

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Health insurance
• Life insurance
• Lunch & learns