Administrative Specialist

This role provides comprehensive and efficient administrative support to the administrative team and firm leadership, including formatting financial statements, processing tax returns, and managing internal communications. This position offers flexibility and is an in-office position with occasional evening and weekend overtime during the busy season.

Requirements

• Provide day-to-day support to the administrative team and firm leadership
• Format financial statements and supporting documentation for review
• Assist with document management, organization, and internal communications
• Process tax returns and related administrative workflows
• Manage and respond to internal requests through the administrative ticketing system
• Support cross-functional teams with administrative needs and project coordination
• Maintain accuracy and confidentiality of sensitive financial and client information
• Assist with special projects and general administrative tasks as needed
• Greet clients, answer phones and distribute client documents

Benefits

• Tremendous growth and development opportunities
• Flexible work schedules
• Comprehensive compensation and benefits package
• Health, Dental, Vision, Life, Long-Term Disability
• 401K
• Paid Time Off
• Volunteer Time Off
• Work-Life Balance Culture