Administration Assistant

PRIMARY RESPONSIBILITIES

The functions listed below are characteristics of the type of work associated with this job title. They are not allinclusive. • Assists team members in finding solutions to administrative needs. • Maintains a professional atmosphere in the office. • Maintains centralized email inbox requests in a timely manner. • Onboards clients into various Aldrich applications and systems. • Prepares client engagement letters. • Assists with electronic tax return filing including transmitting, logging, and tracking. • Updates appointment calendars. • Assists with firm mailings (quarterly newsletters, annual mailings, and others as necessary). • Provides other administrative support as needed.

Administrative Assistant

KNOWLEDGE AND SKILLS • Proficient technical skills and knowledge of common organization specific computer applications such as Microsoft 365, ShareFile, Teams, etc. along with excellent proofreading and formatting skills. • Strong attention to detail and thoroughness in work products. Ability to provide excellent service with integrity. • Highly self-motivated, proactive, and directed. Excellent judgement, critical thinking, and problem-solving skills. • Proficient in written English, especially professional writing.