Administrative Assistant

Responsibilities

Responsible for general administrative tasks such as filing, travel & expense reports, phone support; Act as liaison for Fort Worth professionals to schedule meetings with client or outside advisor personnel; Responsible for assisting with presentations, procedural documentation, operation manuals, and workflow charts; Responsible for gathering raw data from various sources and develop strategies to analyze and simplify data into reports and visualizations to communicate findings effectively; Responsible for working with designated client business unit teams to maintain structure charts, obtain entity tax identification numbers, and prepare certain tax elections; Work with client’s legal department and outside legal counsel to maintain final entity and transaction legal documents; Client onboarding and maintenance, including preparation of engagement letters, preparing billing reports, and invoicing; Maintain knowledge of Firm policies and procedures, and answer, refer or direct requests and inquiries

Requirements

Strong work history with 3+ years of experience as an administrative assistant; Background in legal, financial or accounting industries is a plus; Highly developed skills with Microsoft Office including Word, Excel, Outlook, PowerPoint, Visio and Adobe Acrobat; Professional demeanor and ability to interface with the partner group and client personnel; High level of personal integrity and professional ethics; Strong communication skills both written and verbal; ability to communicate directly with client personnel, internal teams and external advisors; Able to work effectively in a dynamic work environment; Exceptional organizational skills and attention to detail; Ability to prioritize and manage multiple projects, work quickly and efficiently under pressure; Forward-thinking with the ability to take initiative and to stay a step ahead; Demonstrated ability to approach challenges with flexibility and a can-do attitude

Nice to have

Background in legal, financial or accounting industries is a plus