Administrative Assistant - Administrative Support

Description

The role of a Citrin Cooperman Administrative Assistant is to assist in all aspects of the office conditions, ensure office workflow, foster Citrin Cooperman culture, and provide operational support for the Office Manager (OM) and Office Director (OD).

• Manage client data updates by assisting with maintaining Dynamics and STAR Practice Management databases.
• Assist with new client onboarding procedures.
• Manage the preparation, delivery, and filing of engagement letters.
• Provide front office coverage as needed
• Handle incoming mail by opening, scanning, and distributing it; prepare outgoing mail while being familiar with various delivery methods such as US Mail, International Mail, Certified Mail, UPS, FedEx, etc.
• Monitor and manage pooled administration mailboxes.
• Maintain clean and welcoming general office conditions for team members and guests.
• Communicate common office inventory usage and replenishment needs to the Office Manager.
• Assist the Office Manager with coordinating office events, ordering meals, communicating details, setting up and breaking down conference rooms, managing hoteling spaces, and arranging client or in-house meetings for partners and staff.
• Assist with ad-hoc projects as required.

Qualifications

• Minimum of 0-3 years of administrative experience, preferably in a professional services environment.
• Tech – savvy with a proficiency in Microsoft O365 suite of applications. Specific knowledge of Excel functions such as tables, formulas, and formatting.
• Must be a team-player with a strong attention to detail and the ability to multi-task.
• Strong organizational skills, including excellent written and verbal communication skills.
• In office requirement