Executive Assistant
Company DescriptionPivotal Finance is an outsourced advisory, accounting, and tax firm focused on serving the unique needs of small and medium sized businesses and their owners.
Based in Auburn, AL, and serving hundreds of clients across the United States, we provide advisory, accounting and tax solutions on a fractional basis.
We are building Pivotal a different way, unencumbered by the way CPA firms have traditionally supported their clients.
Our approach is based on a few simple ideas:
Build a team of engaged, talented accounting, finance, and tax professionals who are passionate about the work they perform.
Empower them to solve our clients biggest (or smallest) problems.
Utilize technology to enhance the client experience and eliminate friction.
Engage with the customer the way they want to be engaged.
It is this combination of talent, experience, and flexibility that allows us to be a pivotal member of the team for each of our clients, and at the end of the day, help them grow their businesses.
Job DescriptionThe Executive Assistant serves as the daily assistant to members of Pivotal Finance's Partner team and supports the firm through front desk responsibilities.
The first point of contact for our firm, this person extends professional hospitality to all visitors - clients and guests - in addition to executing administrative tasks to the highest quality standards.
Positivity, hospitality, integrity, confidentiality, and trustworthiness characterize the right person for this role.
Attention to detail, initiative, coordinating a demanding schedule, and contributing to personal correspondence are key components of this position.
Job Responsibilities Greet office visitors and direct them to the appropriate place Answer phones in a polite and professional manner and direct the calls appropriately Perform a variety of administrative and clerical support tasks, such as sending emails, copying, scanning, filing, record-keeping, and ordering office supplies Sort and distribute mail, ship packages Schedule and organize in-person and virtual meetings and prepare meeting rooms Help colleagues with clerical and administrative tasks as needed Send and receive confidential documents through a secure link Participate in monthly reporting by procuring clients' answers to needed questions and distributing monthly financials to clients Assist with extension list or filing list to ensure completion Send tax return and e-file signature documents to clients E-file tax returns and communicate with Tax Director if there are rejections Plan events throughout the year, both at the office as well as offsite Work on special projects, as needed Qualifications High School diploma required; Associate's Degree or equivalent experience is a plus Basic Accounting knowledge is a plus Prior receptionists experience a plus Dependable with a professional demeanor Strong attention to detail and focus on accuracy Excellent customer service skills Ability to multitask Excellent phone, written, and verbal communication skills Able to work independently and as part of a team Excellent proofreading, grammar, and punctuation skills Proficiency in Microsoft Office applications Comfortable with technology and learning new software applications, such as workflow software and CRMs Experienced with various office machines:
multi-line phone, copier, scanner, fax, postage meter/scale Experience with marketing/social media management is a plus Additional InformationWe offer competitive compensation packages, health benefits, and a collaborative work environment.
If you're a self-starter with an interest in finance and accounting, we invite you to apply.
Pivotal Finance provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, citizenship status, age, disability, or any other category protected under applicable law.
This policy applies to all terms and conditions of employment, including, but not limited to, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
This job posting is being managed by Forrest Johnson Recruiting on behalf of Pivotal Finance.
Recommended Skills Accounting Attention To Detail Communication Confidentiality Copy Editing Courtesy Estimated Salary: $20 to $28 per hour based on qualifications.
Based in Auburn, AL, and serving hundreds of clients across the United States, we provide advisory, accounting and tax solutions on a fractional basis.
We are building Pivotal a different way, unencumbered by the way CPA firms have traditionally supported their clients.
Our approach is based on a few simple ideas:
Build a team of engaged, talented accounting, finance, and tax professionals who are passionate about the work they perform.
Empower them to solve our clients biggest (or smallest) problems.
Utilize technology to enhance the client experience and eliminate friction.
Engage with the customer the way they want to be engaged.
It is this combination of talent, experience, and flexibility that allows us to be a pivotal member of the team for each of our clients, and at the end of the day, help them grow their businesses.
Job DescriptionThe Executive Assistant serves as the daily assistant to members of Pivotal Finance's Partner team and supports the firm through front desk responsibilities.
The first point of contact for our firm, this person extends professional hospitality to all visitors - clients and guests - in addition to executing administrative tasks to the highest quality standards.
Positivity, hospitality, integrity, confidentiality, and trustworthiness characterize the right person for this role.
Attention to detail, initiative, coordinating a demanding schedule, and contributing to personal correspondence are key components of this position.
Job Responsibilities Greet office visitors and direct them to the appropriate place Answer phones in a polite and professional manner and direct the calls appropriately Perform a variety of administrative and clerical support tasks, such as sending emails, copying, scanning, filing, record-keeping, and ordering office supplies Sort and distribute mail, ship packages Schedule and organize in-person and virtual meetings and prepare meeting rooms Help colleagues with clerical and administrative tasks as needed Send and receive confidential documents through a secure link Participate in monthly reporting by procuring clients' answers to needed questions and distributing monthly financials to clients Assist with extension list or filing list to ensure completion Send tax return and e-file signature documents to clients E-file tax returns and communicate with Tax Director if there are rejections Plan events throughout the year, both at the office as well as offsite Work on special projects, as needed Qualifications High School diploma required; Associate's Degree or equivalent experience is a plus Basic Accounting knowledge is a plus Prior receptionists experience a plus Dependable with a professional demeanor Strong attention to detail and focus on accuracy Excellent customer service skills Ability to multitask Excellent phone, written, and verbal communication skills Able to work independently and as part of a team Excellent proofreading, grammar, and punctuation skills Proficiency in Microsoft Office applications Comfortable with technology and learning new software applications, such as workflow software and CRMs Experienced with various office machines:
multi-line phone, copier, scanner, fax, postage meter/scale Experience with marketing/social media management is a plus Additional InformationWe offer competitive compensation packages, health benefits, and a collaborative work environment.
If you're a self-starter with an interest in finance and accounting, we invite you to apply.
Pivotal Finance provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, citizenship status, age, disability, or any other category protected under applicable law.
This policy applies to all terms and conditions of employment, including, but not limited to, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
This job posting is being managed by Forrest Johnson Recruiting on behalf of Pivotal Finance.
Recommended Skills Accounting Attention To Detail Communication Confidentiality Copy Editing Courtesy Estimated Salary: $20 to $28 per hour based on qualifications.
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