Fuller Landau LLP

Administrative Assistant

• Prepare and format correspondence, reports and presentations in accordance with marketing standards
• Provide assistance in formatting financial statements and other documents using Caseview/Caseware
• Complete conflict check process from beginning to end including tracking
• Manage work in process for a number of billing partners and managers
• Calendar management including scheduling meetings, catering, off site and on site meetings
• Meeting planning and coordination for internal and external clients
• Ensure file integrity, management and back up digitally and physical copies
• Prepare corporate T2 assemblies and assist with T1 assembly during tax season
• E filing T2’s, T1’s and trusts returns
• Manage billing, client invoices, and internal expenses for the advisory function
• General office support as needed and shared reception duties