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TA
TBB Advisors LLP
Administrative Professional
Career Insights for Administrative Clerk / Coordinator
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Based on Iowa data
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What they do
An Administrative Clerk or Coordinator performs administrative work in an office. Coordinates work to support an office team. Works in a wide variety of office settings, such as a company or business, or a government office or school. Manages paper and electronic files, uses office equipment including computers, responds to phone calls and emails. May manage office staff expenses, supplies or schedules.
$43,266 / year median in Iowa
-5% projected decline
Job Description
Job Overview We are seeking a highly organized and tech-savvy Administrative Assistant to join our CPA firm in West Des Moines, IA. In this vital role, you will serve as the backbone of our office operations, ensuring smooth daily functions and providing exceptional support to staff, clients, and visitors. Your energetic approach and proactive attitude will help foster an efficient, welcoming environment. This paid position offers an exciting opportunity to develop your administrative skills while contributing to a vibrant workplace. The ideal candidate will demonstrate strong technical proficiency, excellent communication skills, and a passion for delivering excellent client service. Responsibilities Assist the Operations Manager in carrying out all administrative functions, including filing, ordering supplies, and organizing various areas in our office. Handle front desk duties including greeting visitors, managing appointments, and maintaining a professional reception area. Assist with maintaining our firm's project management software, including adding clients/contacts, adding and removing work items and tasks, and organizing client information. Assist with gathering client information/documents, storing and naming in our DMS, and scanning client information with precision and attention to detail. Assist our tax team with client requests, sending out tax returns, gathering signatures, organizing client payments, sending out tax organizers, and gathering engagement letters. Assist our assurance team with managing confirmations, writing and proof-reading financial statements, footnotes, and reports, and sending out professional communication to clients and third parties. Assist with basic accounting activities such as invoicing, expense tracking, and paying bills. Skills At least 2 years' proven experience with office management, clerical duties, and administrative support in a professional setting is required. Positive attitude and a professional demeanor is required. Strong computer literacy with proficiency in Microsoft Office 365 (Word, Excel), tax software, Quickbooks Online, and web-based project management tools is required. Excellent organizational skills with the ability to prioritize tasks effectively in a fast-paced environment is required. Experience working in a CPA firm, law firm, or other professional services environment is highly desirable. Experience in computer coding, using AI tools, and using technology at a high level to increase efficiency is highly desirable. Join us in creating a productive workspace where your organizational talents shine! This role offers the chance to grow your administrative expertise while supporting our team's success. We value energetic individuals who thrive on helping others and excel at managing multiple priorities with ease.