Job description

• Medical, vision, dental insurance
• FSA, Basic Life/AD&D; Supplemental Life/AD&D
• Retirement plan
• PTO
• Adoption Assistance
• Pet insurance
• Tutoring & student loan refinance
• Lunch is provided on Tuesdays & Thursdays during tax season

• Open & scan mail - confirmations
• Assisting with mass mailings of confirmations - helping to fold, postage, and prep for send off
• DocuSign back up
• Unclaimed property tax mailings
• Helps with schedules/calendars
• Maintaining the portal (coming soon)
• Chat bot needs maintained
• Booking of conference rooms
• Bringing in lunches orders & confirms - set up lunch / clean up lunches/ watch for delivery
• Quarterly newsletter (Power points, Word & Excel)
• Plans parties/events/meetings/activities/weekly lunches (ordering, set up, clean up)
• Assist OMP and other leaders with expense reports
• Help OA with receipts for purchases made
• Completing inventory & ordering of supplies
• Act as back up at the office when short staffed (vacations)
• Working with vendors and best practices for the onshore team
• Handles onshore equipment repair calls
• Ship items USPS and UPS including maintaining postage in the machine and updates (repairs)
• Key fobs- activates and deactivates key fobs for those coming into the office onshore group
• Inventory-stock fridge, snacks, etc.
• Greet visitors- UPS, drop offs, etc.
• Back up scanning work, typing, mass mailings, etc.
• Provides support for 7 advisory leaders of the firm (travel, expenses, calendars)
• Assist with Tax Admin tasks during peak filing periods
• Assist DPSG team - engagement letters as needed

• Bachelor’s degree preferred
• Three (3) or more years of administrative experience required
• Professional services firm experience preferred
• Intermediate level of proficiency in Microsoft Office Suite required (no advance knowledge needed)
• Ability to work in a deadline-driven environment and handle multiple projects/tasks with an attention to detail
• Advanced or expert in computer skills: Word, Excel, Outlook, & PowerPoint. Experience in Peoplesoft database recommended
• Excellent written and oral communication skills including superior grammar, spelling, and punctuation that enable the incumbent to work with top level management and other executive level clients
• Possesses superior customer service skills. Displays independent judgment, finesse, and diplomacy in all situations
• Consistently seeks to improve processes
• Excellent organizational skills and a meticulous attention to detail
• Capable of managing highly confidential information
• Ability to work well with all levels of management as well as outside external clients
• Team player who is willing to help out as needed

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