Note: The job is a remote job and is open to candidates in USA. Platform Accounting Group is a rapidly growing professional services firm providing tax, accounting, assurance, IT consulting, and wealth management services to small and medium sized businesses. They are seeking a Seasonal Administrative Assistant to provide clerical and administrative support, ensuring tasks are completed efficiently and with attention to detail.
Responsibilities
- Organize, scan, file, and upload documents to project software, document storage systems, and web portals
- Set up, modify, and close vendor accounts as needed
- Update service plans and manage changes to vendor services
- Maintain and update mailing and billing address information across accounts
- Resolve vendor disputes directly or in coordination with credit card companies
- Update and track spreadsheets related to property & casualty insurance policies, medical insurance claims, and other administrative records
- Download, organize, and prepare invoices and statements for Accounts Payable processing
- Utilize strong Adobe skills to edit, combine, bookmark, and organize PDF documents
- Easily learn and adapt to new technology and work across multiple systems
- Execute detailed procedures for each step of projects and internal processes with a high level of accuracy
- Communicate professionally with clients via email and phone; schedule meetings with staff as needed
- Demonstrate strong attention to detail, analytical skills, and the ability to manage multiple priorities with a flexible and positive attitude
Skills
- Professional office experience 3 years +
- Proficient with Microsoft Office suite
- Advanced knowledge of Adobe Acrobat for creating, editing, and organizing PDF documents
- Attention to detail and ability to multi-task
- Excellent verbal and written communication skills
- Independent worker and learner, willingness to take on new tasks
- Ability to self-manage projects, proactive problem solving, analytical skills
- Ability to learn, understand and utilize new technology systems quickly
Benefits
- OPEN TO FULLY REMOTE WORKING PACIFIC TIME HOURS
- Flexible work arrangements
Company Overview
Platform Accounting Group specializes in accounting, mergers, acquisitions, tax advisory, and business consulting services. It was founded in 2015, and is headquartered in Salt Lake City, Utah, USA, with a workforce of 1001-5000 employees. Its website is https://platformag.com.