Administration Assistant

Administrative Assistant Duties:

v Process the mail daily. Be sure to mail to the correct address—home or office of the client. Track all mail for accounts payable or other mail chargeable to client, then bill to client in TimeSlips.

v Answer phone calls, check voicemail on main line throughout the day. Make a note of calls and take messages as needed. Transfer to voicemail if the person is not in or on the other line.

v Greet and assist clients as they come in.

v Keep front- office area clean & organized.

v Copy and process financial statements, proposals, and other items.

v Process tax returns daily. Scan all client information with the return into the appropriate Business/Individual file. Copy the bill to client and put in Amanda’s box. Once the tax return is processed, put it in Amanda’s box for review & e-filing.

v File file-folders, red wells, and other misc. documents daily.

v Type documents as needed.

v Assist with copying, scanning, and filing.

v Assist accounting department with opening mail, sorting accounts payable, adding amounts, and anything else as needed.

v Collect mail daily from the mailbox and distribute.

v Record your timesheet daily

v Check the fax machine and distribute faxes.

v Order office supplies from Staples as needed

v Provide list for BJs/Costco office supplies as needed

v Send mail and packages federal express or certified as needed.

v Data entry as needed.

v Process bank reconciliations as needed.

v Gather and take out recycling each Thursday

v Gather and take out first floor trash every other Friday.

v Stock the first-floor kitchen and bathroom each Monday

v Change the water bottle to water cooler as needed

v Tech Savvy