Provides a wide range of administrative support to the firm’s operations team, working directly with the marketing and HR teams. Ability to multi-task and prioritize workload. Ability to take on projects with little supervision and sometimes strict time constraints.

Tasks

  • Prepare client proposals. Existing knowledge of Adobe InDesign preferred.
  • Monitors and oversees firmwide continuing professional education records and compliance.
  • Assist with new hire onboarding materials and process.
  • Assist with other administrative tasks as necessary.
  • Assist other members of the operations team as necessary, including but not limited to internal events, recruiting and promoting overall associate engagement.

Profitability

  • Consistently utilizes all firm and department software efficiently.
  • Involvement with internally focused projects to improve procedures by participation in committees, technical training, initiatives and other firm related projects.

Practice Growth

  • Works to identify opportunities to reduce costs within the firm.
  • Provides other services in addition to core administrative services.
  • Demonstrates excellent written and verbal communication skills.

Client Focus

  • Utilizes appropriate procedures to completion to produce a high-quality work product.
  • Demonstrates comprehension of relevant accounting knowledge, technology concepts and other methodologies.
  • Works in collaboration with the other administrative team members to help ensure a consistent and efficient workflow.

Brand Culture | Development

  • Exemplifies Brand Attributes of the firm.
  • Complies with all policies and procedures of the firm.
  • Demonstrates the ability to work individually or in a team environment and address conflict with peers and superiors.
  • Enhances firm collaboration through interactions with associates from other departments.
  • Consistently seeks feedback from performance manager and focuses on enhancing and developing professional and technical skills.

Work Experience | Education

  • Strong proficiency in using technology and PC applications, specifically, but not limited to, Microsoft applications, e.g. Word, Excel, PowerPoint, Outlook.
  • Ability to multi-task and prioritize workload.
  • Must exhibit attention to detail.
  • Must have excellent written and oral communication skills.

Organizational Relationships

  • The Marketing & HR Administrative Specialist will report directly to a Performance Manager who will provide any necessary guidance relative to administrative issues or work performance through the formal evaluation process.

Special Requirements

  • Ability to work evenings and weekends based on time of year and client demands.

 

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