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ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
data analysisreportingvisualizationdocument preparationworkflow documentationentity tax identificationtax electionsclient onboardingbillinginvoicing
Soft Skills
communicationorganizational skillsattention to detailinitiativeflexibilityprofessional ethicsinterpersonal skillsability to prioritizeability to work under pressurecan-do attitude
Tools & Technologies
Microsoft OfficeWordExcelOutlookPowerPointVisioAdobe Acrobat
Industry Keywords
administrative assistantlegalfinancialaccountingclient personnelpartner groupdynamic work environment
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
