What are the responsibilities and job description for the Executive Assistant position at Course?
We are a full-service accounting firm that has been serving clients throughout Gwinnett County and the greater Atlanta area for over 40 years. We are dedicated to providing our clients with professional, personalized services and guidance in a wide range of financial and business needs.
We are looking for a highly motivated and dynamic individual to join our team as an Executive Assistant to our Firm Partner . This role is crucial to ensuring the smooth operation of our firm and enhancing our clients' experience.
Key Responsibilities :
- Serve as the Executive Assistant to the Firm Partner, providing top-tier administrative support.
- Serve as the Asset Partner in managing internal billing processes and execution.
- Field client document requests and assist in firm client communications, ensuring timely and accurate responses.
- Assist clients with online portal requests, providing guidance and troubleshooting as needed.
- Learn and assist the team with the management of our internal project management software, enhancing team efficiency.
- Assist with basic bookkeeping for various clients (training provided, but bookkeeping experience is beneficial).
- Support the processing of tax returns (training provided).
- Assist with the document retention system and digitization of client documents (training provided).
- A high level of integrity and ethical standards.
- A collaborative team player with excellent communication skills, both with staff and clients.
- Technology-driven and eager to learn new software to improve efficiencies.
- A willingness to learn new things and an openness to new problem-solving approaches.
- Proficiency in Microsoft Office (Outlook, Excel, Word) is required.
- Familiarity with the following software packages is beneficial, but not required; QuickBooks, QuickBooks Online, Thompson Reuters UltraTax, Bill.com.
Required Skill Set :
Why Choose our Firm?
We believe in fostering a supportive and innovative work environment where your growth and development are a priority. You'll have the opportunity to work closely with our experienced team, gaining valuable insights and skills in the field of accounting and finance. If you are a proactive and dedicated professional ready to take on a key role in our firm, we would love to hear from you! Join us and be a part of a team that values integrity, collaboration, and continuous learning.
