Office Coordinator - Part Time - Seasonal
Meadows Urquhart takes pride in being a different kind of accounting firm. Our founding partners had a simple yet profound vision of a firm known for its supportive workplace culture. We knew that by creating a positive environment for our team and bringing a personal touch to client relationships, we would build genuine, long-lasting partnerships with our clients.
Founded in 2004, Meadows Urquhart is a fast-growing CPA firm of about 45 employees. We provide tax, assurance, and consulting services to many industries including real estate, construction, financial services, high net worth individuals and entrepreneurial services. We work with clients who value consultative relationships and want to reach their potential. Our “In Your Shoes” process allows us to understand the issues that business owners face, and the roadblocks that are preventing them from achieving their goals.
This position is the first point of contact for our clients and guests. Due to the responsibilities of this position, physical presence in the office is required, and remote work options are unavailable.
Responsibilities
- Provide general office support for the Team
- Answering and directing incoming calls
- Greeting and directing clients and visitors with professionalism
- Mail distribution
- Scanning and copying documents
- Coordination and tracking of incoming and outgoing correspondence
- Lunch ordering / kitchen clean up
- Coordinate conference room calendars / clean up
- Bank / post office / other errands as assigned
- Request courier services
- Other clerical duties as assigned
- Part Time - Ability to work five hour days Monday through Thursday, either from 9AM to 2PM or 10AM to 3PM
- Recurring Seasonal - This role will be needed from February 1st through April 15th and September 1st through October 15th each year.
- 2-3 years of related experience preferably in a professional services firm
- Microsoft Office Suite proficiency experience including Word, Excel, Adobe consistent with firm standards
- Significant attention to detail and follow through skills
- Must be client focused and able to address various client needs promptly and professionally
- Ability to work on multiple projects, shift priorities as necessary and meet deadlines
- Work well in team environment as well as independently with minimal supervision
- Excellent organization and communication skills
- Reliable and positive attitude
- Maintain a high level of client confidentiality
