Job description

*Position Summary* Coordinates administrative office services such as coordinating general business activities and gathering and distributing information for themselves and others, appointment-setting, records control, and other administrative activities for Goldin Group CPAs. Exercises independent judgment and professional care in carrying out job functions and in the resolution of administrative problems. *Essential Duties and Responsibilities* The essential functions include, but are not limited to the following: * Coordinates and implements general office services such as appointment-setting, records control, document management, processing physical mail, answering phones, and other administrative activities. * Works with Accountants, Marketing Team, and Managing Partner in compiling and proper distribution of 3rd party information. * Takes responsibility for the resolution vendor requests. * Helps accountants and team with ad-hoc administrative requests and functions. * Helps sales team with various data gathering and input functions. * Helps with various mailing and postage functions. * Schedule management for various team-members. * Helps draft emails and send email to client. * Helps manage office workflow with applicable softwares. * Assists with special events planning. * Assists with Ad-hoc administrative tasks. * Helps coordinate and carry out inter-office activities and functions. * Operates personal computer to access e-mail, electronic calendars, and other basic office support software. * Assists with quoting client fees, client communications, and client intake processes. *Minimum Qualifications (Knowledge, Skills, and Abilitie*s) * Bachelors degree * Three years of related experience or relevant coursework. * Able to exchange non-routine information using tact and persuasion as appropriate * Strong interpersonal skills. * Strong written and verbal communication skills. * Strong attention to detail. * Ability to multi-task in a fast-paced office environment. * Ability to manage shifting priorities. * Strong time management skills. * Prior sales skills big plus. * Tech savvy and comfortable with different softwares. \*\*Please note\*\* This job will require some physical presence at Goldin Group's offices for only mailing functions. All other job functions can be carried out remotely.

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Paid time off
• Parental leave
• Vision insurance

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay

Ability to commute/relocate:

• Bethesda, MD 20814: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Microsoft Office: 1 year (Preferred)
• Sales: 1 year (Preferred)

Work Location: Hybrid remote in Bethesda, MD 20814

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