What are the responsibilities and job description for the Accounting Assistant position at Robert Half?
Job Description
Job Description
We are searching for a meticulous Accounting Assistant to join our team in Louisville, Colorado. Your primary role involves managing customer interactions, maintaining client records, and providing administrative support to our team. This position presents a long term contract employment opportunity.
Responsibilities :
- Professionally handle incoming client calls, emails, and faxes, providing necessary information and resolving inquiries.
- Warmly welcome clients and visitors, understand the purpose of their engagement, and guide them to the right person.
- Prioritize excellent customer service by resolving issues promptly and courteously.
- Manage daily mail and deliveries : receive, sort, and distribute them accordingly.
- Schedule client meetings for partners and staff members.
- Respond to inquiries from potential clients.
- Collaborate with new clients and staff to create new client files using our firm's software.
- Coordinate the receipt and delivery of client documents between clients and our team.
- Scan documents and manage tax return projects using practice management software.
- Prepare and deliver tax returns to clients.
- Generate customer invoices upon request.
- Manage office supplies orders as required.
- Plan and execute company-wide events like client events or staff events.
- Maintain privacy and confidentiality of sensitive information, adhering to company policies and procedures.
- Work in collaboration with other administrative staff to ensure efficient operations.
- Foster a positive and collaborative work environment, supporting team members and promoting a culture of professionalism and excellent customer service.
- Proficiency in using Adobe Acrobat and Microsoft Office Suites
- Experience with client relations and communications
- Ability to handle tasks such as ordering office supplies and receptionist duties
- Experience in answering inbound calls and managing a multi-line phone system
- Knowledge in sorting and distributing incoming mail
- Skills in document scanning and regulatory filings
- Capacity to prepare invoices accurately and timely
- Proven experience in event planning
- Ability to provide efficient administrative assistance
- Understanding of the importance of confidentiality in handling sensitive information
- Experience in filing documents and maintaining organized records
