Administrative Assistant

Job DescriptionLI-MC2 #CBIZAdvisoryResponsibilitiesEssential Functions and Primary Duties Support Managing Directors, Senior Directors, and Directors with daily administrative tasks and special projects Initiate Conflict Checks for prospective clients Prepare engagement letters for new and existing clients Set up new clients in internal systems, ensuring complete and accurate onboarding documentation Manage and organize documents, including filing, scanning, and archiving Maintain calendars, schedule meetings, and coordinate appointments, including preparation and maintenance of conference rooms Prepare and send out invoices, process billing, and follow up on collections Generate and maintain various reports as required Assist in processing expense reports Enter and monitor time records for the team, ensuring accuracy and timeliness Monitor stock and order supplies as needed Preferred Qualifications Previous administrative or office support experience preferred Proficient with Microsoft Office Suite (Word, Excel, Outlook) Strong organizational and multitasking abilities Excellent verbal and written communication skills Attention to detail and high level of accuracy Ability to maintain confidentiality and exercise discretion 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 About UsCBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast.CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.