Administrative Assistant

Posted 9 Days Ago
Be an Early Applicant
Blue Bell, PA
1-3 Years Experience
Fintech • Payments • Financial Services
The Role
The Administrative Assistant at Marcum LLP will support daily office operations including managing calls, greeting clients, organizing tax documents, and maintaining office supplies. Responsibilities also include data management for the tax department and providing administrative support to partners and colleagues as needed. Requires excellent computer skills and ability to handle confidential material.
Summary Generated by Built In

Marcum LLP offers a great career with exceptional benefits.

There’s a lot to think about when it comes to launching your career. At Marcum, we offer you a world of opportunity, a highly competitive salary, exceptional benefits, flexible work options, and industry-leading technology, all within an environment that values your contributions and supports your professional growth.

At Marcum, eligible associates receive a benefits package that includes health, dental, and vision insurance, short and long-term disability insurance, life insurance, flexible spending accounts, and transit benefits, as well as paid time off, a 401(k) plan with an employer contribution, and a profit sharing plan.

Responsibilities:

General Office Support:

  • Answer and route incoming phone calls
  • Greet internal and external guests and clients, either in person or by telephone
  • Responds to inquiries from employees, clients, etc. and refers, when necessary, to the appropriate person, official or department
  • Sort and distribute mail throughout the office
  • General clean up and organization of Bistro/kitchen area, including helping with meal set up and breaking down/putting away
  • Handling office supply orders, sorting, unpacking and putting supplies away

Tax Administration Support:

  • Manage, organize and update relevant data using database applications
  • Tax engagement letter preparation and tracking
  • Organize and order all tax department forms, periodicals and related supplies
  • Process and mail year-end tax documents to clients, including tax engagement letters, and tax organizers
  • Responsible for daily scanning of tax documents, including:
    • Prep files to be scanned (remove staples, paper clips, unfold edges, remove documents from binders, etc.). Must be able to keep all files organized as you work with them
    • Scan documents and save to GoFileRoom, with correct and accurate indexing
    • E-mail documents to partners/managers for their review
    • Ensure that the scanned or uploaded documents are in the system accurately and accessible to personnel promptly
    • Ensure the disposition of tax documents are in compliance with instructions on routing sheet

Additional Responsibilities:

  • Provides backup administration for other offices as needed
  • Provides administrative support to Partners as needed

Qualifications:

  • High school diploma or equivalent required
  • Minimally one year experience in an administrative capacity position
  • Professional services firm experience preferred
  • Excellent computer skills including MS Office (Word, Excel, Outlook)
  • Ability to prioritize work to balance multiple projects and deadlines
  • Excellent verbal/written communication skills and follow-through are required for this position.
  • Must be able to work independently
  • Maintain a strong work ethic with a total commitment to success each and every day
  • Must be a team player and be willing to step in and help others on the team as needed
  • Appropriate handling of confidential, time sensitive and important materials
  • Ability to work in the Blue Bell office Monday through Friday, 8:30am – 5:30pm
  • Flexibility on potentially working overtime hours as needed based on workflow demands

Marcum LLP is an Equal Opportunity Employer
Marcum LLP does not discriminate on the basis of race, ancestry, national origin, color, religion, sex, gender identity, age, marital status, sexual orientation, disability, veteran status, or any other protected classification under the law.

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Top Skills

MS Office
The Company
Houston, Texas
3,502 Employees
On-site Workplace
Year Founded: 1951

What We Do

Marcum LLP is a national accounting and advisory services firm dedicated to helping entrepreneurial, middle-market companies and high net worth individuals achieve their goals.

Since 1951, clients have chosen Marcum for our insightful guidance in helping them forge pathways to success, whatever challenges they’re facing.

Marcum offers a complete spectrum of tax, assurance and advisory services. Marcum’s industry-focused practices offer deep insight and specialized services to privately held and publicly registered companies, and nonprofit and social sector organizations. The Firm also provides a full complement of technology, wealth management, and executive search and staffing services.

Headquartered in New York City, Marcum has offices in major business markets across the U.S. and select international locations. #AskMarcum

CLIENT-DRIVEN
Understanding our clients’ businesses, helping them identify their needs and meet their challenges, and uncovering opportunities that propel them towards success is Marcum’s mission. Our own success is based on our commitment to building meaningful, trusted relationships with our clients, creating positive service experiences, and delivering unexpected value wherever and whenever we can, while maintaining our professional independence and objectivity.

Marcum is committed to providing the most thorough, insightful, and expeditious service, according to the highest ethical standards.

COMMITMENT TO EXCELLENCE
From the way we service clients to the training and development of our professionals, Marcum is committed to excellence in every aspect of our operation.

Our focus on client success compels us to look beyond the numbers to see the opportunities, challenges, and solutions in every engagement. Innovation, proactivity, teamwork, and open communication are the hallmarks of our approach.

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