Lombardo Ayers & Company, LLC · 3 hours ago
Administrative Support Specialist
Annapolis, Maryland, United States
Full-time
Hybrid
Mid Level
$30/hr - $33/hr
3+ years expLombardo Ayers & Company, LLC is a full-service Certified Public Accounting firm offering a variety of services. The Administrative Support Specialist plays a crucial role in the Client Accounting and Advisory Services Team by managing administrative tasks and supporting client interactions to enhance service delivery.
AccountingAdviceConsultingFinance
Responsibilities
Manages the client onboarding process, including attending client kickoff meetings
Coordinates engagement letter preparation, distribution, and final execution
Sets up new clients in firm systems and ensures client information remains current
Facilitates client offboarding and ensures files and systems are properly closed out
Assists with scheduling client meetings and coordinating attendance by internal team members
Organizes and prepares client data and materials in advance of meetings
Responds to client requests and inquiries, resolving when appropriate or routing to the correct team member
Works with clients and team members to ensure required documents and information are obtained timely
Assists with client compliance reporting and administrative components of engagements
Provides billing and invoicing assistance as needed
Manages project scheduling and tracks key deadlines
Troubleshoots and provides support for accounting-related software applications and client portals
Assists with proposal development, presentations, and administrative support during the sales process
Prepares and edits Word documents, Excel spreadsheets, and PowerPoint presentations
Attends department and firmwide meetings as scheduled
Supports special projects and other duties as assigned
Qualification
Required
Minimum of 3 years of administrative experience OR an Associate's degree
Strong written and verbal communication skills
Proficiency in Microsoft Office, particularly Excel, Word, Teams and Outlook; PowerPoint experience is a plus
Ability to manage multiple client and internal projects simultaneously and prioritize effectively
Demonstrates critical thinking, sound judgment, and problem-solving skills
Represents the firm in a professional and positive manner with clients and internal teams
Prolonged periods sitting at a desk and working on a computer
Must be able to lift up to 15 pounds at times
Preferred
Experience in a public accounting or professional services firm is highly preferred
Business Administration or Accounting degree is a plus
Basic accounting or bookkeeping experience is a plus, including familiarity with accounting workflows and financial documentation
Benefits
Paid Time Off
Paid Holidays
Summer Hours
Health Insurance
Health Savings Account
Dental Insurance
Vision Insurance
Life and Disability Insurance
401K (after 6 months)
401K matching
Referral Bonus
Education Reimbursement
Company
Lombardo Ayers & Company, LLC
We take PRIDE in our Firm, in delivering world-class service, fostering an inclusive and collaborative environment, and upholding the highest standards of professionalism.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Allen Ayers, CPA CVA CFP MST
Partner
Joy P. Toews, CPA, CFE
Partner
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