Provides administrative and office support to multiple teams, including greeting visitors, handling calls, maintaining files and records, responding to inquiries, managing office supplies, and coordinating equipment maintenance. The role requires strong communication, organization, discretion, attention to detail, customer service, and the ability to work independently in an in-office environment.

Maintains client financial records, posts transactions, manages accounts payable and receivable, reconciles accounts, prepares financial statements, and processes compliant payroll reports. Creates and cleans up QuickBooks company files, develops charts of accounts and bookkeeping procedures, prepares financial analyses, and trains client personnel. Represents the firm during client meetings and works independently across multiple client books, with regular local travel required.