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Tobin and Company CPA's PC

Admin

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Job Description

Admin Tobin and Company CPA's PC Purchase, NY Job Details Full-time $55,000 - $65,000 a year 1 hour ago Qualifications Office supply management Visitor query response Customer records maintenance Office equipment routine maintenance Phone answering Correspondence management Confidential information handling Office activity coordination Maintaining an organized workspace Operations coordination Greeting customers Direct client contact Client file management Mail distribution Scanning Mid-level Legal firm experience Administrative experience Client database systems Payment Processing Systems Financial records management Mail management Financial data management Office supply ordering Accounting firm experience Mail processing Productivity software 2 years Physical document handling Technical Proficiency Full Job Description Administrative Assistant (Purchase, NY) Seeking a polished, hospitality-minded and proactive administrative assistant to join our boutique accounting firm in Purchase, NY. This is an excellent opportunity for a bright administrator who enjoys wearing multiple hats and being a key part of a team. The ideal candidate is organized, resourceful, and able to thrive in a fast-paced environment. This role requires a professional multi-tasker to cover the front desk responsibilities, process sensitive documents, handle database entries, and support daily team operations.
Key Responsibilities Client Relations:
Serve as the face of the firm by warmly greeting visitors, answering calls, and creating a welcoming office environment.
Sensitive Document Management:
Maintain absolute discretion while scanning and organizing confidential client files, a critical component during peak tax seasons.
Office Coordination:
Oversee office supplies, maintain office machines and ensure the shared spaces remain highly presentable.
Administrative Operations:
Sort incoming and outgoing mail, manage deliveries, oversee shredding schedule, filing, draft letters, and partner with leadership to streamline workflows.
Financial & Database Support:
Accurately enter new client information and process payments using online charge services.
Ideal Candidate Profile Experience:
2 to 4 years of proven administrative support experience, ideally within professional services (e.g., accounting, financial, or legal firms).
Technical Skills:
Strong proficiency with office software (Microsoft Office, database management, and virtual payment systems) and the ability to learn new tools quickly.
Soft Skills:
Polished, professional, resourceful and proactive problem solver who thrives in a fast-paced environment.
Discretion:
High level of integrity when handling sensitive financial records and client data. Competitive pay and benefits package.