Administrative Assistant

Administrative Assistant

Rea is a growing Top 100 business advisory & accounting firm providing our clients services in tax, accounting, and business consulting. We have a 'People First' culture and we focus on our employees' well-being and professional development. With over 400 professionals and locations throughout Ohio, our firm has a culture that respects a work-life balance for our team. We also provide competitive compensation and a robust benefits plan.

The Administrative Assistant serves as a brand ambassador with visitors and clients, while also providing support to management team members through administrative tasks.

Responsibilities

• Greet clients, prospective clients and other visitors in a friendly and sincere manner, making them feel comfortable when they visit an office
• Answer multi-phone properly with warmth and friendliness and route calls to the appropriate person
• Arrange, review and distribute incoming mail according to specified procedures
• Coordinate meeting and conference call arrangements, including coordination of rooms, technical resources and catering
• Scan and save workpapers submitted by clients
• Draft engagement letters to clients if assigned
• Format and proofread Financial Statements
• Process and assemble of tax returns, including paper & electronic methods
• Assist with preparing monthly billing
• Processes and mails client invoices
• Maintain and input client information in the various software programs including CRM, Star, etc.
• Perform administrative duties such as copying, faxing, and scanning
• Other administrative duties on an as needed basis
• Required overtime during high volume periods. Cross trained in other administrative roles