Administrative Professional

Bonadio

9d•Onsite

About The Position

The Bonadio Group is currently seeking a Administrative Professional to support our Small Business Advisory Service Line in our Wilmington, Delaware location. This is a on-site position. Responsibilities Provide comprehensive administrative support to assigned Partners/Principals and other staff as assigned, including calendar management, e-mail triage, scheduling, meeting assistance, time and expense entry, travel accommodations, billing, budgeting, conference/event registration, CPE tracking, and other needs, as requested. Generate reports for assigned Partners including, but not limited to, margin, sales team, new work, period comparison, aging, reconciliation, productivity, performance indicator, culling, client transfer, WIP, WIP transfer, WIP reconciliation, compliance reports, etc. Execute the preparation of client deliverables as applicable including financial statements, tax returns, extensions, organizers, engagement letters, confirmations, quality control submissions, etc. E-file tax returns as needed Facilitate new client acquisition code and project set up; Perform client transfers and PIC reassignments as needed Maintain expertise in firm billing procedures and software, adhering to strict billing deadlines Perform other administrative tasks as needed including proposals, check requests, set up/roll Engagement binders, Partner goals, meeting agendas and minutes, tracking of state licensing, data management, team/office marketing needs, etc. Assist in the planning and execution of statewide retreats, seminars, meetings, and internal or external conferences; Participate as needed, taking notes and following up on tasks Ability to cross-train and learn others’ administrative responsibilities to provide backup assistance as needed Sort incoming mail as necessary Adhere to the highest degree of professional standards and strict client/firm confidentiality

Requirements

A minimum of three years of relevant experience
A minimum of an associates degree or a high school diploma, GED with equivalent work experience
Knowledge of typical office methods and procedures, filing, telephone techniques, scanning, and office equipment, as well as business English usage, spelling, grammar, and punctuation
Proficiency in Microsoft Word, Excel, and Outlook, and PowerPoint

Responsibilities

Provide comprehensive administrative support to assigned Partners/Principals and other staff as assigned, including calendar management, e-mail triage, scheduling, meeting assistance, time and expense entry, travel accommodations, billing, budgeting, conference/event registration, CPE tracking, and other needs, as requested.
Generate reports for assigned Partners including, but not limited to, margin, sales team, new work, period comparison, aging, reconciliation, productivity, performance indicator, culling, client transfer, WIP, WIP transfer, WIP reconciliation, compliance reports, etc.
Execute the preparation of client deliverables as applicable including financial statements, tax returns, extensions, organizers, engagement letters, confirmations, quality control submissions, etc.
E-file tax returns as needed
Facilitate new client acquisition code and project set up; Perform client transfers and PIC reassignments as needed
Maintain expertise in firm billing procedures and software, adhering to strict billing deadlines
Perform other administrative tasks as needed including proposals, check requests, set up/roll Engagement binders, Partner goals, meeting agendas and minutes, tracking of state licensing, data management, team/office marketing needs, etc.
Assist in the planning and execution of statewide retreats, seminars, meetings, and internal or external conferences; Participate as needed, taking notes and following up on tasks
Ability to cross-train and learn others’ administrative responsibilities to provide backup assistance as needed
Sort incoming mail as necessary
Adhere to the highest degree of professional standards and strict client/firm confidentiality