General administrative tasks: filing, travel & expense reports, phone support
Liaise with Fort Worth professionals to schedule client/outside advisor meetings
Assist with presentations, procedural docs, operation manuals, and workflow charts
Gather raw data and develop analyses to create reports and visuals
Work with client teams to maintain org charts, obtain tax IDs, and prepare tax elections
Client onboarding and maintenance: engagement letters, billing reports, invoicing

🎯 Requirements

3+ years' experience as an Administrative Assistant
Background in legal, financial or accounting industries preferred
Proficient in Microsoft Office: Word, Excel, Outlook, PowerPoint, Visio, Adobe Acrobat
Professional demeanor; interface with partners and client personnel
High integrity and professional ethics
Strong written and verbal communication with clients and internal teams

🎁 Benefits

Benefits and perks to sustain a healthy work environment (see Benefits section)

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