Administrative Assistant

• 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

• Strong work history with three-plus (3+) years of experience as an administrative assistant
• detail oriented demeanor and ability to interface with the partner group and client personnel
• A high level of personal integrity and detail oriented 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
• Highly developed skills with Microsoft Office including Word, Excel, Outlook, Power Point, Visio and Adobe Acrobat
• Strong interpersonal skills
• a team player
• Must be assertive and able to speak up when necessary and ask questions as appropriate
• 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
• Background in Legal, Financial or Accounting industries would be ideal

Background in Legal, Financial or Accounting industries

• medical, vision, dental, and life and disability insurance
• eligible to enroll in our company 401(k) plan