#LI-MC2 #LI-Onsite #CBIZAdvisory

Essential Functions and Primary Duties

• Provide assistance to the Managing Directors and professional staff on engagements and projects, as needed.
• Assist with drafting and formatting engagement letters.
• Assist with monthly billing.
• Document management to include, organizing, scanning, naming, and saving documents.
• Data entry and organizing information into spreadsheets.
• Management of group marketing / event calendar.
• Assist with preparation of marketing materials.
• Calendar management. Setting up meetings and sending out invites to clients, making / confirming reservations, and tracking everything in outlook calendar.
• Complete ad hoc projects as needed.
• Provide general office support as needed.

Preferred Qualifications

• Strong interpersonal skills with a high level of professionalism.
• Experience working in an office environment, preferably in an accounting firm, legal office or other professional services.
• Strong organizational and problem-solving skills.
• Demonstrated ability to generate a quality work product in a timely manner with strong attention to detail.
• Proficient with Microsoft products.
• Demonstrated ability to communicate effectively, both verbally and in writing.
• Paraprofessional or paralegal experience preferred.

Minimum Qualifications 

• High school diploma or GED 
• 2 years experience in office environment and preferably performing as an administrative assistant
• Must have knowledge of administrative procedures
• Proficient use of applicable technology
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally