Administrative Assistant

Job Description: Administrative Assistant

About Us

Located in Turlock, CA, our company offers bookkeeping services to small businesses in California’s Central Valley, as well as bookkeeping support to clients across the United States. Our goal is to provide our clients with complete, timely and accurate financial information so they can make informed business decisions. We strive for bookkeeping excellence.

Summary

Providing an advanced level of support for Balanced Books, LLP staff and clients. Identifying and addressing the needs of management and clients, while performing tasks to ensure that our bookkeeping office runs smoothly and efficiently. Ensuring that client satisfaction is our priority – this is the success of our company and requires significant administrative support. To be successful in this role, you should be proactive, meet deadlines and communicate effectively.

Essential Functions

• Excellent written and verbal communication, computer and customer service skills
• Ability to work well with all levels of internal management, team members, clients and vendors
• Support staff with special projects, including light bookkeeping and collections
• Manage front desk, including multiple telephone lines and greeting clients
• Assist with scheduling meetings with clients
• Act as a point of contact between staff and clients; respond promptly to correspondence
• Manage client info across multiple database platforms (QBO, QuickBooks, Excel, Word)
• Provide recommendations to increase office efficiency and troubleshoot office malfunctions
• Assist with managing company deadlines
• Manage office supply inventory ordering and organization
• Ensure that reception and common areas are maintained and tidy at all times
• Must be organized, detail oriented, forward-thinking, efficient and thorough
• Must maintain client confidentiality at all times

Minimum Qualifications

• High school diploma or GED
• At least one year of prior customer service and/or Administrative Assistant experience
• Knowledge of MS Word, Excel, PowerPoint, and Outlook
• Exceptional interpersonal skills and professional demeanor

Preferred Qualifications

• Some college experience or prior experience handling currency (banking, retail, etc)
• QuickBooks experience
• Bilingual

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• While performing the duties of this job, the employee is frequently required to sit, talk, or hear, as well as use hands and fingers to handle or feel.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• The noise level in the work environment is usually quiet.

Benefits

• Subsidized Medical/Dental/Vision
• Paid Time Off and Sick Time available
• Eight paid holidays
• 401(k) savings plan with employer match
• We offer flexible work schedules that promote work/life balance