Office Manager at Ekimetrics responsible for office operations and vendor management. Ensuring a welcoming workplace with a focus on sustainability and responsible operations.
About the role
- Administrative Assistant providing essential administrative support for Advance Tax Strategies team. Responsibilities include calendar management, expense processing, and client engagement duties in a hybrid environment.
Responsibilities
- Handle and coordinate multiple professionals’ active calendars, including meeting scheduling and confirmations
- Process team expenses and credit card reconciliations accurately and in a timely manner
- Manage professionals’ CLE compliance and reporting
- Coordinate tracking of client/marketing pipeline and related marketing efforts
- Assist with client intake process, including requesting documents, information and follow up
- General matter administration and some client engagement to gather basic information for legal services
- File management including organizing and managing documents and binder preparation for signing conferences
- Assist with various mailings and filings to IRS
- Provide ad hoc support for team as needed
- Handle various administrative projects as needed, and provide support to the ATS Client Experience and Project Management Lead
Requirements
- 2+ years experience in office administration
- High School Diploma required
- Solid knowledge of MS Office (Outlook, Teams, SharePoint, etc.)
- Strong and professional verbal and written communication skills.
Benefits
- Medical Insurance (Employer pays 100% employee only)
- Dental Insurance (Employer pays 50% employee only)
- Vision Insurance (Employer pays 50% employee only)
- Life Insurance (Employer pays 100% employee only)
- Parental Leave (Bonding)
- Short-term Disability Insurance (Employer pays 100% employee only)
- Long-term Disability Insurance (Employer pays 100% employee only)
- 401(k) plan - with Employer matching up to 3.5%
- Paid Time Off
- Holiday pay (9 days / year)
- Hybrid / Remote eligible
- Voluntary Critical Illness, Accident, Life, and Hospital Indemnity options.
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