Administrative Assistant

Lucida is a full-service accounting firm offering an array of business services with 5 locations and 110 employees. We are a member of the American Institute of Certified Public Accountants, Wisconsin Institute of Certified Public Accountants, and the National Association of Certified Valuation Analysts. We specialize in assisting closely held companies including healthcare, real estate, construction, manufacturing, artists, service companies, securities and more. Our mission is to provide superior customer experience, helping clients navigate tax complexities in both their business and personal lives. We aim to offer a collaborative environment to spur innovative tax concepts and strategies.

TheAdministrative Assistantplays a pivotal role in ensuring the smooth and effective functioning of the company through a diverse range of clerical and administrative responsibilities. This individual is the linchpin that supports seamless communication, efficient operations, organizational excellence, and acts as the frontline representative, creating a positive and welcoming environment.

Duties/Responsibilities:

• Extends a warm welcome to visitors and clients, providing clear directions and assistance.
• Skillfully answers and transfers phone calls, exercising discretion in screening when necessary.
• Manages designated filing systems with precision and accuracy. Implements an organized approach to file maintenance for quick access and compliance.
• Retrieves and compiles data from records, emails, meeting minutes, and related documents, preparing concise written summaries when required.
• Responds promptly to and resolves administrative inquiries and questions. Demonstrates a proactive approach to addressing concerns and providing information.
• Coordinates and schedules meetings and appointments for managers or supervisors, demonstrating adept organizational skills. Manages complex calendars with an understanding of priorities and scheduling constraints.
• Manages office supplies, coordinating the maintenance of office equipment for optimal functionality.
• Undertakes other related duties as assigned and anticipates the needs of the department.

Required Skills/Abilities:

• Demonstrates superb verbal and written communication skills.
• Proficient in Microsoft Office Suite or related software.
• Excellent organizational skills and meticulous attention to detail, ensuring accuracy in all tasks.
• Possesses a fundamental understanding of clerical procedures and systems, emphasizing proficient recordkeeping and filing practices.
• Demonstrates the ability to work independently and takes ownership of tasks and responsibilities.

Education and Experience:

• Associate’s degree in related field preferred but not required.
• 5 years of experience in an administrative role, with a proven track record of successful administrative contributions. Previous experience in an accounting firm is a plus, but not required.