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The Bonadio Group · 8 hours ago

Administrative Professional

Delaware, United States

Full-time

Onsite

Mid Level

3+ years exp

The Bonadio Group is currently seeking an Administrative Professional to support their Small Business Advisory Service Line in Wilmington, Delaware. The role involves providing comprehensive administrative support to partners and staff, generating reports, and assisting in client deliverables and various administrative tasks.

AccountingConsultingFinancial Services

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

Qualification

Microsoft WordMicrosoft ExcelMicrosoft OutlookMicrosoft PowerPointOffice methods knowledgeProfessional standardsClient confidentialityCommunication skills

Required

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