Administrative Professional

Beacon Solutions Group is currently seeking an Administrative Professional responsible for performing office support activities for the COO Directors Leadership Team and employees which will include but are not limited to implementing administrative systems procedures and policies as directed and monitoring administrative projects. This individual will represent Beacon in a professional manner and will be committed to the success of the business. (S)he will be forward thinking progressive self-starting respectful strive for excellence possess integrity and support our innovative and entrepreneurial spirit.

Reports to: Chief Operating Officer

Classification: This is a full-time hybrid hourly position. Hours are Monday through Friday 8am 5pm (flexible). Friday summer hours will apply when possible.

Responsibilities

• Provide comprehensive administrative support to COO and Directors including calendar management e-mail triage scheduling meeting assistance time and expense entry travel accommodations billing budgeting conference/event registration CPE tracking and other needs as requested

• Assist in the preparation proofreading editing monitoring execution and processing of documents including but not limited to proposals agreement letters correspondence client related deliverables to produce error-free work

• Monitor aged receivables and assist COO and Directors with collection efforts

• Facilitate new client acquisition code and project set up

• Monitor contract renewals and fee adjustments coordinate communication to client and return of executed documents

• Monitor updates made to Strategic Plan and coordinate with Leadership as needed

• Assist Leadership with development sending and completion tracking of various quizzes and surveys

• Coordinate logistics and provide support for various meetings and trainings including but not limited to Board of Directors Compliance Strategic team meetings Lunch & Learn and Annual retreat. Duties may include but are not limited to scheduling assist the agenda development printing/compiling materials taking minutes and providing written copies.

• Coordinate logistics and provide support for team events/activities including but not limited to Annual Retreat and seasonal events.

• Duties may include but are not limited to scheduling planning catering setup/clean up printing/compiling materials.

• Assist with marketing activities including but not limited to social media posts conference/vendor registration ordering trade show items development and collaboration with Bonadio for marketing collateral and website presence.

• Assist staff with the processing and mailing of client/project statements in the Rochester and Buffalo offices.

• Assist in the development of standardized processes including but not limited to Standard Operating Procedures and policies.

• Duties may include but are not limited to scheduling meetings administrative support to convert existing documentation to new format monitoring completion.

• Assist with periodic reviews of documents to ensure continued accuracy.

• Process Annual Medicare fees and MPPR fees for team

• Notarize documents
  

Qualifications/Required Skills: A minimum of three years of relevant experience. Expertise in Microsoft Office software inclusive of Outlook Word PowerPoint and Excel. Strict adherence to confidentiality. Ability to multi-task and work alone and/or cohesively in a team environment . Use of independent judgment and excellent time management skills in completing activities and in the resolution of administrative matters. Superior level of accuracy in work and attention to detail.

Qualifications/Desired Skills: Commissioned Notary

Educational Requirements: AS Degree or HS diploma with equivalent work experience

Travel Requirements: Must be willing to periodically (3 4 times monthly) travel between Rochester and Buffalo.

Pay Rate: Hourly position between $25.00 to $30.00 per hour based on experience and education.

At The Bonadio Group we believe that an inclusive work environment allows all of our people to achieve their greatest potential and the greatest results for our clients and communities. Bonadio is committed to the principle of equal treatment and opportunity for all people. The Firm is committed to fostering and managing diversity in the workplace as an integral part of its practice and service to clients. The Firm values the rich variety of perspectives and experiences offered by those of different backgrounds. This diversity strengthens our institution and enables it to better respond to our clients needs in an increasingly global profession.

In the fast-changing accounting industry The Bonadio Group is always on the cutting edge of growth and innovation. With our great mentoring and training programs youll be exposed to diversity of work the ability to tackle more interesting issues and have a path to Partnership. Youll be working with great people and great clients where you can truly make a difference. Apply online get on board and grow with us. Youll be glad you did!

The Bonadio Group is unable to accept unsolicited resumes from third-party recruiters who do not have a written contractual agreement for a specific position along with approval to submit from the Talent Management team.

All communications from The Bonadio Group regarding recruitment and hiring will come from an @ email address and our process includes a discussion with our Talent Management you have any questions or concerns please contact us immediately at or .

EOE/AA Disability/Veteran