Job details

Administrative Assistant

It’s people like you that make us great!

At Yeo & Yeo, we recognize that the champions behind our success are our people. We are a people-first organization fully committed to creating a dynamic work environment that values your contributions and supports your professional growth.

Make an Impact

Yeo & Yeo is a leading Michigan-based accounting and advisory firm offering a full range of business consulting, assurance, tax, technology, and wealth management solutions. We help our clients navigate their challenges, discover new opportunities, and achieve their business and individual goals. Seeing their success – and being a part of it—makes for a great workday.

When it comes to delivering outstanding business solutions, only the best people make that happen. With over 200 professionals across our family of Yeo & Yeo companies, you join a diverse team of passionate, forward-thinking people collectively working together to positively impact our clients and our communities.

Position Summary

Administrative Assistants are responsible for providing a high level of client service and organizational support to the team. This position’s responsibilities include managing calendars, meetings and event arrangements, processing client engagements and client relations.

Qualifications

2+ years’ experience in public accounting or other professional services office setting
Exposure in a technical, detail oriented and paperless setting
Notary Public preferred
Proficient in numerous software programs:

MS office; including Excel, MS Word, Outlook, and PowerPoint
Adobe
Ability to operate in a paperless environment, scanning and routing required

Technical Abilities

Coordinate administrative and operational functions for the team including managing calendars, taking phone calls, scheduling appointments and processing mail
Provide outstanding client service through meetings, communication (via phone, email or in person), troubleshooting client questions and concerns, providing timely follow up and obtaining client signatures and approval
Manage projects including planning and coordinating presentations, disseminating information and organizing company events
Maintain client records including edits, updates and new client set up
Provide quality control and tracking for client facing documents and ensure client confidentiality
Manage the client engagement letter including distribution, tracking signatures, continual follow up and scanning
Provide support for CPA’s including processing of client tax returns and financial statements
Scan and assemble W-2s, 1099, 1095’s, tax returns, 8879’s, notices, statements and additional documents
Assist in electronic filing of tax returns, acknowledgements and rejections; following up on pending e-file, transmission of tax returns and wrap up upon acceptance of return
Assist the team with monthly billing procedures, reporting, accounts receivable and collections
Maintain supplies including monitoring inventory and re-ordering
Maintain the office environment
Provide administrative support as well as back up functions for administrative colleagues throughout the firm and for the Saginaw headquarters on an as needed basis including phone coverage as well as sorting and process mail
Understand and stay current on new technology
Incorporate new techniques and ensure minimal disruptions to productivity
Must have smart phone that can be used to dual authenticate login credentials at work

Personal Development

Communicate effectively in a variety of professional situations
Participate actively in all on-the-job and formal learning and development opportunities to understand role and responsibilities
Ability to accept and adjust to changing priorities and circumstances
Possess excellent decision-making ability
Ability to deal sensitively with confidential material
Outstanding verbal and written communication skills
Excellent interpersonal skills
Proficient knowledge and use of office technology and equipment
Honesty and integrity

Teamwork

Ability to work in a team and take direction from multiple managers
Take charge and action-oriented and persist until the task or job is completed

Community

Interest in community involvement

Physical Demands

Frequent use of hands, wrists, fingers associated with computer equipment.
Required to sit for extended periods of time.
Occasionally stoop, kneel, crouch or crawl.
Normal visual acuity, ability to talk and hear.
Occasionally lift and/or move up to 20 pounds.

Working Conditions

On-site position
Normal office environment
May on occasion be exposed to loud sounds and distracting noise levels, such as from office equipment.

Benefits & Perks!

Our commitment is to continually invest in our people, both professionally and personally. That is why our benefits and perks go beyond industry standard. Our offerings include competitive salaries; excellent medical, dental and vision plan options; bonuses; referral programs; life insurance; 401(k) plan; community service opportunities; fun company events; dress for your day attire; and so much more.

We focus on developing our careers and prioritize fostering each person’s unique talents and strengths. We succeed as a team when our individuals succeed. We celebrate our successes and take time to cultivate our friendships.

I’m in. Now what?

Apply today and move one step closer to joining a firm of enthusiastic, caring, creative and smart problem solvers working together toward a common goal – helping our clients thrive.

Interested applicants must submit their resume for consideration using our applicant tracking system. Candidates must be legally authorized to work in the United States without sponsorship. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of Yeo & Yeo.

Yeo & Yeo is an Equal Opportunity Employer and maintains a drug-free workplace.

Yeo & Yeo Glassdoor Company Review

3.6