Administrative Assistant

Rea & Associates is a growing Top 100 Accounting firm providing our clients services in tax, accounting, and business consulting. We have a ‘People First’ culture and we focus on our employees’ well-being and professional development. With over 400 professionals and fifteen offices in Ohio, our firm has a culture that respects a work-life balance for our team. We also provide competitive compensation and a robust benefits plan.

Rea & Associates is looking for an experienced Administrative Assistant to join our Advisory & Consulting team at one of our Ohio offices. This position is responsible for performing a variety of administrative and clerical tasks to assigned managers within the segment. The Administrative Assistant will ensure efficient and smooth day-to-day business operations.

Responsibilities

• Organize and schedule meeting and conference call arrangements, including coordination of rooms, technical resources, speakers, activities and catering
• Capture detailed meeting minutes, when requested
• Draft engagement letters & coordination with client
• Experience with CRM
• Book travel arrangements for assigned management as assigned
• Assist with project management, including project time estimates, reports and status updates
• Create and edit all correspondence related to assigned management
• Maintain various databases including Go File Room and CRM (pipelines, contacts, etc.)
• Provide billing support to assigned Partners and other members of management
• Collect and assemble reports and scan documents, as needed
• Assist with time and expense entry for assigned Partners and other members of management
• Maintain calendars for assigned Partners and other members of management
• Interact with clients and visitors in person and via phone
• Coordinate satisfaction surveys with clients
• Generate recurring or one-time reports (Star, CRM, scheduling software, etc.)
• Other duties as assigned

Requirements

• High School Diploma or GED, Associates degree preferred
• Three (3) or more years of administrative experience in a professional services firm OR
• One (1) year of administrative experience in a professional services firm with Bachelor’s degree
• Advanced level of proficiency in Microsoft Office Suite required
• Experience with MS Teams and Zoom preferred
• Experience with CRM (customer relationship management) software a plus
• Experience with practice management software a plus

Knowledge, Skills and Abilities

• Displays superior verbal and written communication skills, including advanced knowledge of current grammar and punctuation standards
• Technologically savvy and able to quickly learn new software
• Capable of working and communicating effectively with professionals at all levels
• Willingness to hold others accountable including superiors
• Possesses advanced-level knowledge of popular word processing and administrative programs
• Ability to work in a deadline-driven environment and handle multiple projects / tasks with an attention to detail
• Ability to successfully multi-task while remaining organized and working independently or in coordination with other administrative or management professionals
• Possesses superior customer service skills
• Understands and maintains the confidentiality of all information
• Ability to effectively utilize multi-line telephone system

Benefits

Rea & Associates offers a wide variety of benefits to help support our employees' health, wellness and financial goals.

• Health Care Plan (Medical, Dental & Vision)
• Retirement Plan (401k with 3% contribution)
• Life Insurance (Basic, Voluntary & AD&D)
• Family Leave (Maternity, Paternity)
• Short Term & Long Term Disability
• Training & Development
• 'Work From Anywhere' Option
• Wellness Resources
• Four (4) weeks PTO
• Twelve (12) paid holidays, of which three (3) are floating holidays

Listen here to learn more about us!

Rea & Associates, Inc. is committed to providing equal employment opportunity for all individuals regardless of race, color, religion, sex (including without limitation pregnancy, sexual orientation and gender identity), age, ancestry, military status, national origin, genetic