Administrative Associate
CurrentAssist partners and senior management with various internal and client processes.Format, proofread and finalize financial statements and other documents.Package individual and business tax returns.Prepare client tax and financial statement engagement letters.Prepare client and internal Firm correspondence. Process partner billing.Assemble documentation for clients.Create instructional materials and train other Administrative Associates.Provide excellent customer service to internal and external clients.Process daily deposits. Provide general administrative support in the delivery of products and services to Firm clients.