Administrative Assistant
MacMillan Consulting
Core Responsibilities
Scheduling & Calendar Management: Coordinate meetings, appointments, and deadlines across multiple accountants' calendars, especially during peak tax seasons.
Document & Data Management: Prepare, and securely file confidential client documents. Maintain both physical filing systems and digital tax software databases. All in an Online environment.
Billing & Bookkeeping: Assist with basic accounts payable (AP) and accounts receivable (AR). Create and distribute client invoices, track payments, and process expense reports.
Compliance & Ethics: Handle highly sensitive financial information, tax records, and personal data with strict confidentiality and professionalism.
Qualifications
Experience: 2–4 years of administrative experience, ideally within a professional services environment (accounting, legal, or financial services).
Technical Skills: High proficiency with Microsoft Office Suite (Word, Excel, Outlook). Familiarity with accounting, CRM, or document management software (e.g., QuickBooks, Xero, or Dext) is highly desirable.
Soft Skills: Exceptional organizational skills, acute attention to detail, and the ability to multitask in a fast-paced, deadline-driven environment.
Communication: Excellent written and verbal communication skills, with a focus on providing high-level customer service to clients.