Provide administrative support to bookkeepers and accountants by organizing files, managing schedules, and handling correspondence.
Prepare, organize, and maintain financial records, invoices, and client documents.
Assist in data entry for financial transactions, ensuring accuracy and confidentiality.
Schedule meetings, appointments, and client consultations.
Handle phone calls and emails, responding to inquiries or directing them to the appropriate team member.
Monitor office supplies and place orders as needed.
Assist in preparing reports, spreadsheets, and other financial documents.