About Our Team:
At Springline Advisory, we’re building a firm where growth and culture go hand in hand. We partner with entrepreneurial accounting and advisory firms across the country to create something bigger together, while staying grounded in the relationships, values, and local cultures that matter most.
Our teams have the opportunity to do meaningful work, collaborate across markets and specialties, and help shape the future of a fast-growing organization. Backed by Trinity Hunt Partners and recognized as one of Accounting Today’s fastest-growing firms, we’re creating a place where ambitious people can build rewarding, long-term careers.
About the Role:
The Administrative Assistant in the Specialty Services department will assist in ensuring smooth departmental workflow through client onboarding, document processing, and internal coordination.
What You’ll Do:
- Provide administrative support to ensure efficient operation of the department.
- Responsible for onboarding new clients and inputting new clients and projects into operating systems.
- Check the mail system periodically throughout the day for new assessments notices, tax bills, return forms, and other property tax correspondence that will be processed into the property tax system.
- Prepare and email letters of authorization to clients. Process signed letters into property tax software.
- Collect and process assessment notices, tax bills, and other correspondence from clients.
- Request property record cards and appeal deadlines from county and/or state assessment departments.
- Issue checks for filing fees, record cards and other related expenses.
- Use computer word processing, spreadsheets and the property tax software to produce and distribute correspondence memos, letters, reports, forms and other documents.
- Preparing and tracking client engagement letters, proofreading, and editing client letters, performing mail merges, ensuring formatting is by firm standards,
- Create presentations in PowerPoint for various projects and internal purposes.
- Travel arrangements (booking flights, rental cars, hotels; providing a detailed itinerary with directions to each destination; confirming client/prospect meetings and hearings along with location and times; organizing receipts, processing and invoicing expenses to the client).
- Maintain partner calendars (proactively assisting in meeting preparation both internally and externally, assisting in keeping on schedule).
- Order catering and schedule team events.
- Attend quarterly administrative department meetings (discuss upcoming projects, creating procedures, examining procedural issues).
- Assist with accounts receivable issues and prepare/compile supporting documentation.
- Organize and facilitate weekly or monthly meetings within the department.
- Proactive in identifying opportunities to support the department.
About You:
- Associate of Arts degree and two years of administrative experience.
- Past experience supporting multiple department heads is preferred.
- Proficient in Microsoft applications including Word, Excel, Outlook and PowerPoint; knowledge of operation of standard office equipment.
- Integrity and the ability to maintain a high level of confidentiality.
- Ability to proactively anticipate needs.
- Strong self-starter who is comfortable working both independently and as a member of a team.
- Ability to prioritize and work effectively with a high volume of workload and meet deadlines.
- Communication skills - clear, concise writing and verbal skills.
- Organization skills; attention to detail and accuracy; flexibility; strong analytical skills.
- Excel at working autonomously and juggling multiple priorities.
- Strong customer service orientation and professional appearance.
- Must be able to interact and communicate with individuals at all levels in the firm and a variety of personalities in a professional manner.
Why Join Us:
We’re growing rapidly and constantly evolving, allowing our team members to share their unique perspectives, solve new challenges, and own their careers. We’re committed to supporting your happiness, health, and overall well-being by providing comprehensive benefits and perks, including:
- Flexible Work Environment: This opportunity is hybrid. This flexibility allows you to balance your work and personal life while contributing to an exciting vision and team.
- Dynamic and Innovative Work: An opportunity to play a critical role within a rapidly growing firm with a supportive and collaborative culture.
- Growth Opportunities: A dynamic and supportive environment where your contributions will directly impact the firm’s growth and success and share in the rewards.
- Collaborative Culture: A team-oriented culture that values innovation, entrepreneurial spirit, and growth mindset.
- Competitive Compensation: A comprehensive salary and benefits package, including performance-based incentives and growth opportunities.
Springline Advisory is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
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Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.
