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About the role
Key responsibilities & impact- Responsible for general administrative tasks such as, filing, travel & expense reports, phone support
- Act as liaison for Fort Worth professionals to schedule meetings with client or outside advisor personnel
- Responsible for assisting with presentations, procedural documentation, operation manuals, and workflow charts
- Responsible for gathering raw data from various sources and develop strategies to analyze and simplify data into reports and visualizations to communicate findings effectively
- Responsible for working with designated client business unit teams to maintain structure charts, obtain entity tax identification numbers, and prepare certain tax elections
- Work with client’s legal department and outside legal counsel to maintain final entity and transaction legal documents
- Client onboarding and maintenance, including preparation of engagement letters, preparing billing reports, and invoicing.
- Maintain knowledge of Firm policies and procedures, and answer, refer or direct requests and inquiries
Requirements
What you’ll need- Strong work history with 3+ years of experience as an administrative assistant
- Background in legal, financial or accounting industries is a plus
- Highly developed skills with Microsoft Office including Word, Excel, Outlook, Power Point, Visio and Adobe Acrobat
- Professional demeanor and ability to interface with the partner group and client personnel
- High level of personal integrity and professional ethics
- Strong communication skills both written and verbal; ability to communicate directly with client personnel, internal teams and external advisors
- Able to work effectively in a dynamic work environment
- Exceptional organizational skills and attention to detail
- Ability to prioritize and manage multiple projects, work quickly and efficiently under pressure
- Forward-thinking with the ability to take initiative and to stay a step ahead
- Demonstrated ability to approach challenges with flexibility and a *can-do *attitude
Benefits
Comp & perks- Visit the Benefits section to learn more
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
data analysisreportingvisualizationdocument preparationworkflow documentationentity tax identificationtax electionsclient onboardingbillinginvoicing
Soft Skills
communicationorganizational skillsattention to detailinitiativeflexibilityprofessional ethicsinterpersonal skillsability to prioritizeability to work under pressurecan-do attitude
