Administrative Assistant at Platform Accounting Group

Santa Cruz, California, United States -

Full Time

Start Date

Immediate

Expiry Date

12 Jan, 26

Salary

0.0

Posted On

14 Oct, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Organizational Skills, Attention To Detail, Verbal Communication, Written Communication, Data Entry, Customer Service, Problem Solving, Analytical Skills, Microsoft Office, Adaptability, Project Management, Self-Management, Technology Proficiency

Industry

Accounting

Description

Description Our Administrative Assistants are a key part of our front office team helping clients and providing support services for our accounting staff in a variety of functions. You will provide a variety of clerical and administrative services to our team. Your can-do attitude and organizational skills help you complete assigned tasks efficiently and with an attention to detail to ensure our work is of the highest quality. Who we are: Platform Accounting Group is a rapidly growing professional services firm providing tax, accounting, assurance, IT consulting, and soon to be wealth management services to small and medium sized businesses and their owners. We currently have 45 offices across 14 States with much more growth on the horizon. We fully understand that every employee has different needs, so our unique business model allows for more flexible work arrangements than most firms can offer. Enjoy a professional and dynamic work environment while making work/life balance a priority. What you will do: Organize, scan, file and send documents to project software and web portals. Easily learn and adapt to new technology and multiple systems. Create and track projects within computer systems, organize physical information for staff. Perform data entry assignments into a variety of software systems. Execute detailed procedures for each step of our projects and processes. Communicate with clients by email and phone. Schedule meetings with staff. Position requires attention to detail and analytical skills, flexible and positive attitude. What we look for: Professional office experience 1 yr +, proficient with Microsoft Office suite. Attention to detail and ability to multi-task. Excellent verbal and written communication skills Independent worker and learner, willingness to take on new tasks. Ability to self-manage projects, proactive problem solving, analytical skills. Ability to learn, understand and utilize new technology systems quickly. Exceptional customer service skills Associate's degree required, Bachelor's degree preferred What we offer: Opportunity for advancement within a rapidly growing professional services firm Ongoing informal and formal training and development Competitive compensation 401(k) and medical benefits

Responsibilities

The Administrative Assistant will organize, scan, file, and send documents to project software and web portals while providing clerical and administrative support to the accounting staff. This role requires effective communication with clients and the ability to manage multiple tasks efficiently.