- Print and bind reports, statements, correspondence, and various documents
- Ensure confidentiality and control access to sensitive information
- Assist staff with office activities including typing, faxing, scanning, or copying
- Answer phones and provide back up for the front desk and greet clients in a professional manner
- Sort and distribute mail, process certified mail, prepare UPS packages for shipping, and post office runs
- Provide exceptional customer service both internally and externally
- Prioritize workload by setting appropriate deadlines
- Work collaboratively to provide support to other team members in the firm
- Other duties as assigned
- Take initiative to be a team lead (proactively seek opportunities to help others)
- Treat everyone with respect
- Develop loyalty and trust within the team
- Successfully adapt to different personalities and working styles
- Proactively and effectively communicate information regarding status issues to team members
- Hold self and others accountable for assigned work; seek and provide continuous feedback to learn and develop in role; open to new ideas and suggestions
- Possesses an understanding of RKL’s business (service lines, competitors) and client service capabilities and the impact of technology upon the firm’s growth and success
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
Required Skills- Excellent organization skills and strong attention to detail
- Multi-tasker with the ability to prioritize work accordingly
- Excellent verbal and written communication skills
- Ability to work autonomously under the pressure of tight deadlines and multiple priorities
- 2+ years’ experience in an administrative function
- High School Diploma or equivalent education required
- Knowledge of general office methods and procedures, filing, telephone support, scanning and office equipment
- Ability to format information as requested in Excel, Word and PowerPoint and leverage internal systems
- Excellent attention to detail and deadlines with the ability to manage multiple projects at once
- Regularly required to perform manual tasks, concentrate, think, learn, communicate, sit, stand, walk, use hands and fingers, grasp, handle or feel objects, reach with arms, talk and hear
- Must be able to remain in a stationary position as needed
- The person in this position needs to occasionally move about inside the office and on site at client locations, stoop, kneel, crouch, push and pull
- Vision abilities required include close vision, distance vision and the ability to adjust focus.
- Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer
- Ability to communicate in a professional manner and exchange information with internal and external actors as needed
- Ability to lift/carry up to 20 pounds
- Ability to work outside of normal business hours and weekends as needed
- Ability to travel to local and non-local clients and events as needed, overnight travel may be required
- This job description is subject to change at any time and employee will be given additional responsibilities as assigned
Salary Range:
$20.00 - $30.00Similar Jobs
What We Do
We are RKL, a leading advisory firm focused on delivering solutions that help organizations navigate everyday complexities and get to the next level, however they define it.
We tap into a wide range of services — tax, accounting, financial management, workforce strategies, private wealth, technology and more — to deliver solutions that help organizations and their leaders navigate everyday complexities and get to the next level, however they define it. Fueled by the talent and dedication of nearly 600 professionals, we're consistently ranked among the nation's top firms and Pennsylvania's "Best Places to Work," and earned a Best of Accounting Client Satisfaction award for our world-class Net Promoter Score. Learn more at rklcpa.com.
Follow us on LinkedIn for the latest insights, trends and strategies from RKL experts, as well as firm news and community engagement. You can also connect with us on Twitter (@RKLcpa) and Facebook (https://www.facebook.com/rklcpa).
Investment advisory services offered through RKL Wealth Management LLC. Consulting and tax services offered through RKL LLP. RKL Wealth Management LLC is a subsidiary of RKL LLP.
