Administrative Assistant Share:

Better Books
Compensation
Employment Type
Edina, MN 55435
$16.00 - $20.00 Hourly

Description

Better Books is a dynamic tax planning and preparation company dedicated to delivering industry leading tax planning solutions and comprehensive tax preparation. We specialize in ensuring our clients are well informed, prepared and we are committed to delivering exceptional value to our customers.

The primary contribution of the administrative assistant is to perform proactive scheduling, task management, and client communication in enhancing operational efficiency and client satisfaction. By meticulously handling key responsibilities such as scheduling, invoicing, compliance, and client engagement, this role significantly contributes to smoothing operational processes, increasing client retention, and enabling the principals to focus on high-value activities. Moreover, the attention to detail in client interactions and internal organization tasks, such as drafting engagement letters and managing email inboxes, not only prevents potential issues but also fosters positive client relationships and referrals, underscoring the role's integral contribution to the company's success.

Responsibilities

As the administrative assistant, you will play a pivotal role in ensuring smooth operations within the organization. Your responsibilities will encompass a diverse range of tasks, including financial payment review and follow-up, assistance with quarterly meetings by preparing agendas, aiding in meeting preparations, and ensuring comprehensive post-meeting follow-up. You will be tasked with managing the principal's email inbox, effectively communicating key subjects, and facilitating client communications, encompassing scheduling, planning, and email correspondence, including the drafting of engagement letters and liaising with referral partners.

Qualifications

This role requires meticulous attention to detail, exceptional organizational skills, and the ability to thrive in a fast-paced environment while maintaining professionalism and confidentiality.

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