Office Assistant

Charlotte, NC
Posted 1 year ago
  • Provide general administrative and clerical support including mailing, scanning, faxing and copying to management
  • Handling sensitive information in a confidential manner.
  • Greeting and assisting visitors to the office.
  • maintain electronic and hard copy filing system
  • open, sort and distribute incoming correspondence
  • perform data entry and scan documents
  • manage calendar for Managing Partner
  • assist in resolving any administrative problems
  • answer calls from clients regarding their inquiries
  • create spreadsheet of clients’ receipts
  • create spreadsheet of client bank statement activity
  • Prepare, maintain and manage prospective and current client meeting correspondence
  • Answer telephone for owner. Take messages or answer basic inquiries from inbound callers.
  • Taking accurate minutes of meetings.
  • Processing expenses sheets and invoices
  • Comply with federal, state, and company policies, procedures, and regulations.
  • Perform minor bookkeeping duties, which consist of posting checks
  • Office Maintenance & Cleaning

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