Administrative Assistant

Job Description
We are looking for a part-time Administrative Assistant to work on site for twenty hours a week at our Westborough, MA office. This position is not eligible for remote work. This team member  assists with a variety of projects/tasks within the office such as:

  • Answer calls, greet visitors, and serve as a point person for client engagement within the office.
  • Scan and organize documents from clients, and create tax dockets as needed.
  • Assist with bookkeeping for various business clients.
  • Assist with client notices such as logging notices appropriately and generating responses for review.
  • Oversee the general email inbox and respond to clients/prospect clients.
  • Satisfy client needs such as responding to emails, providing documents, sending mailings, etc.
  • Create/update work items and update contact information/notes via workflow management platform.  
  • Assist with various projects within the office such as the creation/assembly of 1099s, annual reports, mailings, etc.
  • All other duties as assigned.
Job Qualifications
  • High school diploma required. Associate’s degree preferred
  • Ability to handle workload effectively under time sensitive deadlines
  • Excellent customer service skills
  • Responsive to inquiries from internal team members and external clients
  • Quickly adapt to new technology platforms
  • Excellent verbal and written communication
  • Excellent customer service skills
  • Strong organizational skills
  • Proficiency in Microsoft Excel & Word
  • QuickBooks experience preferred but not required
  • Detail oriented
  • Critical thinking
  • Complex problem solving
  • Active listening
  • This position is not eligible for benefits as it is part-time.