McKonly & Asbury ยท 1 day ago
Administrative Assistant
Camp Hill, PA
Full-time
Onsite
Mid, Senior Level
5+ years expMcKonly & Asbury is a public accounting firm that values teamwork and collaboration while offering a unique work-life balance. They are seeking a highly qualified Administrative Assistant for their Advisory segment in Camp Hill, PA, who will manage complex calendars, assist with client communications, and support executive leadership with various administrative functions.
ConsultingFinancial Services
Responsibilities
Manage complex professional calendars, type and edit correspondence, and maintain professional files electronically
Answer and direct incoming phone calls
Review and proofread proposals, presentations, and other documents for accuracy and clarity
Enhance and finalize client reports
Prepare client engagement letters and distribute and file signed versions
Send various client communications
Play a key role in the monthly billing and accounts receivable process
Assist in maintaining accurate client data by proactively managing the firm client database as needed
Capable of conducting research for various purposes, including travel arrangements and meeting facilities
Reconcile monthly statements for corporate credit card accounts
Act as liaison between other departments and outside agencies, including other Partners/Directors
Qualification
Required
Experience with a wide range of administrative functions
Ability to use MS Office Suite proficiently
Strong communication skills
Manage complex professional calendars
Type and edit correspondence
Maintain professional files electronically
Answer and direct incoming phone calls
Review and proofread proposals, presentations, and other documents for accuracy and clarity
Enhance and finalize client reports
Prepare client engagement letters and distribute and file signed versions
Send various client communications
Play a key role in the monthly billing and accounts receivable process
Assist in maintaining accurate client data by proactively managing the firm client database as needed
Capable of conducting research for various purposes, including travel arrangements and meeting facilities
Reconcile monthly statements for corporate credit card accounts
Act as liaison between other departments and outside agencies, including other Partners/Directors
Advanced knowledge and application of Microsoft Office Suite (Outlook, Word, Excel, PowerPoint, Teams) and Adobe Acrobat
Excellent proof-reading skills
Very detailed oriented and will ask questions if something appears inconsistent
Advanced ability to multitask, prioritize tasks, and manage time effectively
Strong verbal, written, and interpersonal skills
Minimum of 5 (five) years prior experience providing direct support to executive management
Detail oriented, proactive, and a high level of accuracy and thoroughness
High integrity and a strong work ethic
Discretion and ability to handle confidential information
Effective team player who interacts well and collaborates with staff
Within commuting distance of the Camp Hill Office
Flexible and able to switch tasks on short notice based on team and client needs
Company
McKonly & Asbury
McKonly & Asbury is a certified public accounting firm in the US.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Daniel Sturm, CPA, CCIFP
Partner
Danielle Guinter
Partner & Director of ERISA Services
Company data provided by crunchbase