Administrative Assistant, Firm Operations (52363)
About this role
Job DetailsJob Location: San Diego, CA 92108Position Type: Full Time / Entry LevelSalary Range: $60,000.00 - $75,000.00 Salary/yearJob Category: Operations / Administrative SupportCitrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We’re continuously seeking talented individuals who bring a problem-solving mindset, fresh perspectives, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you!
We are seeking an Administrative Assistant to join our Firm Operations team within the Administrative Support department at our location in San Diego, CA. They’re responsible for assisting in all aspects of office conditions, ensuring workflow, fostering the CC culture, and providing operational support for the Office Manager (OM) and Regional Office Director (OD).
Responsibilities are, but not limited to
Maintain front office operations by providing reception desk coverage, managing incoming telephone calls, directing inquiries, and ensuring a professional and welcoming experience for visitors.
Maintain clean and welcoming general office conditions for guests and team members.
Handle incoming mail by opening, scanning, and distributing it, as well as prepare outgoing mail with familiarity of various delivery methods including but not limited to US mail, international mail, UPS, FedEx, and certified mail.
Assist the OM with arranging client or in-house meetings for Partners and staff, managing hoteling spaces, communicating event details, ordering meals, coordinating office events, and setting up/breaking down conference rooms.
Communicate common office inventory usage and replenishment needs to the OM.
Monitor and manage pooled administration mailboxes.
Manage client data updates by assisting with and maintaining Dynamics and STAR Practice Management databases.
Assist with new client onboarding procedures.
Assist with ad-hoc projects (as needed).
QualificationsThe ideal candidate must
Have 2+ years of administrative experience (professional services environment preferred).
Be tech-savvy with proficiency in Microsoft Office and expertise in Excel functions including but not limited to tables, formulas, and formatting.
Be a team player with the ability to multi-task and pay strong attention to detail.
Possess strong organizational skills, including but not limited to verbal and written communication skills.
Have the capacity to work overtime (as needed).
In-office requirement based on specific office location.
Company at a glance
Citrin Cooperman is one of the nation’s largest and fastest-growing professional services firms. Since 1979 our daily mission has been to help middle-market companies and high net worth individuals find success in their business and personal financial lives through our proactive guidance, specialized services, and passion for excellence. Rooted in our core values, we deliver a comprehensive, integrated business approach, including tailored insights throughout the lifecycle of our clients. Whether your operations and assets are located around the corner or across the globe, we provide new perspectives on strategies that help you achieve your short- and long-term goals. With over 30 offices and more than 3,300 professionals, Citrin Cooperman is included in the Top 20 Firms by Accounting Today. Learn more about Citrin Cooperman at citrincooperman.com.
"Citrin Cooperman" is the brand under which Citrin Cooperman & Company, LLP, a licensed independent CPA firm, and Citrin Cooperman Advisors LLC serve clients’ business needs. The two firms operate as separate legal entities in an alternative practice structure. The entities of Citrin Cooperman & Company, LLP and Citrin Cooperman Advisors LLC are independent member firms of the Moore North America, Inc. (MNA) Association, which is itself a regional member of Moore Global Network Limited (MGNL). All the firms associated with MNA are independently owned and managed entities. Their membership in, or association with, MNA should not be construed as constituting or implying any partnership between them.
Top Benefits
- Competitive compensation
- Professional development support
- Flexibility to manage personal and professional life
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