What are the responsibilities and job description for the Administrative Support Specialist position at CoWorx Staffing?
Job Overview
CoWorx Staffing Services is seeking a highly organized and proactive Administrative Support Specialist to support the Principal Partner with designated client projects, operations management, and daily firm administration. This role requires a self-sufficient individual with previous administrative support experience, skilled in problem-solving and client services. The ideal candidate will have knowledge of bookkeeping and be comfortable handling confidential financial and business documents.
Responsibilities
• Manage partner's schedule and ensure seamless coordination of appointments and deadlines.
• Handle and organize the partner's inbox; identifying and flagging important emails, disregarding spam, and responding to conversations when appropriate.
• Independently maintain and organize important client and internal documents.
• Assist with workflow management, prioritizing tasks.
• Make sure calendar is up to date and that the partner's day is on track with their schedule.
Client Service & Communication
• Communicate with clients via phone and email to respond to requests, such as sending copies of tax returns or processing payments.
• Handle tax-related tasks including making tax payments and collecting required tax authorization forms (e.g., Form 8879).
• Send and follow up on 1040 document request lists for clients.
• Assist with collections by following up with clients regarding outstanding invoices.
• Occasionally pick up or drop off client documents in person if needed.
Bookkeeping & Compliance
• Perform bookkeeping tasks and assist with tax-related filings (sales tax, payroll tax registrations, 1099 preparation).
• Prepare simple tax-related forms such as POAs, S Corp elections, and bipartisan forms.
• Conduct billing processes after reviewing with the executive.
Business & Personal Support
• Assist with forming new LLCs for clients.
• Register clients for necessary tax accounts, such as payroll and sales tax.
• Assist with ad-hoc office administrative tasks (post office visits, local errands, etc.)
• Occasionally support personal tasks such as scheduling doctor appointments or paying personal bills.
• Develop strong relationships with clients through effective communication and exceptional customer service skills.
CoWorx Staffing Services is seeking a highly organized and proactive Administrative Support Specialist to support the Principal Partner with designated client projects, operations management, and daily firm administration. This role requires a self-sufficient individual with previous administrative support experience, skilled in problem-solving and client services. The ideal candidate will have knowledge of bookkeeping and be comfortable handling confidential financial and business documents.
Responsibilities
• Manage partner's schedule and ensure seamless coordination of appointments and deadlines.
• Handle and organize the partner's inbox; identifying and flagging important emails, disregarding spam, and responding to conversations when appropriate.
• Independently maintain and organize important client and internal documents.
• Assist with workflow management, prioritizing tasks.
• Make sure calendar is up to date and that the partner's day is on track with their schedule.
Client Service & Communication
• Communicate with clients via phone and email to respond to requests, such as sending copies of tax returns or processing payments.
• Handle tax-related tasks including making tax payments and collecting required tax authorization forms (e.g., Form 8879).
• Send and follow up on 1040 document request lists for clients.
• Assist with collections by following up with clients regarding outstanding invoices.
• Occasionally pick up or drop off client documents in person if needed.
Bookkeeping & Compliance
• Perform bookkeeping tasks and assist with tax-related filings (sales tax, payroll tax registrations, 1099 preparation).
• Prepare simple tax-related forms such as POAs, S Corp elections, and bipartisan forms.
• Conduct billing processes after reviewing with the executive.
Business & Personal Support
• Assist with forming new LLCs for clients.
• Register clients for necessary tax accounts, such as payroll and sales tax.
• Assist with ad-hoc office administrative tasks (post office visits, local errands, etc.)
• Occasionally support personal tasks such as scheduling doctor appointments or paying personal bills.
• Develop strong relationships with clients through effective communication and exceptional customer service skills.
