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Springline Advisory
Administrative AssistantSpringline Advisory • Leawood, KS, United States
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Administrative Assistant

Administrative Assistant

Springline Advisory • Leawood, KS, United States
30+ days ago
Job type
  • Full-time
Job description

Administrative Assistant

Job Category: Administration

Full-Time

Hybrid

MarksNelson Overland Park, KS 66211, USA

Description

MarksNelson, a Springline company, is an award-winning regional firm with the reach and resources of a national powerhouse. As a founding firm member of Springline Advisory, we bring expanded capabilities, deeper expertise, and even greater opportunities to serve our clientswhile staying true to the personalized, high-touch service and vibrant culture that sets us apart.

This is an exciting time to join our firm as we redefine the middle-market accounting and business advisory space. We proudly invest in our people with a winning blend of values, expertise, and ambition. Our people-first approach empowers our team members to thrive within a culture that supports growth, innovation, and collaboration. Our commitment to investing in talent means flexibility, professional development, enhanced benefits, and a range of career paths to explore.

About the Role:

The Administrative Assistant in the Specialty Services department will assist in ensuring smooth departmental workflow through client onboarding, document processing, and internal coordination.

What You'll Do:

  • Provide administrative support to ensure efficient operation of the department.
  • Responsible for onboarding new clients and inputting new clients and projects into operating systems.
  • Check the mail system periodically throughout the day for new assessments notices, tax bills, return forms, and other property tax correspondence that will be processed into the property tax system.
  • Prepare and email letters of authorization to clients. Process signed letters into property tax software.
  • Collect and process assessment notices, tax bills, and other correspondence from clients.
  • Request property record cards and appeal deadlines from county and/or state assessment departments.
  • Issue checks for filing fees, record cards and other related expenses.
  • Use computer word processing, spreadsheets and the property tax software to produce and distribute correspondence memos, letters, reports, forms and other documents.
  • Preparing and tracking client engagement letters, proofreading, and editing client letters, performing mail merges, ensuring formatting is by firm standards,
  • Create presentations in PowerPoint for various projects and internal purposes.
  • Travel arrangements (booking flights, rental cars, hotels; providing a detailed itinerary with directions to each destination; confirming client/prospect meetings and hearings along with location and times; organizing receipts, processing and invoicing expenses to the client).
  • Maintain partner calendars (proactively assisting in meeting preparation both internally and externally, assisting in keeping on schedule).
  • Order catering and schedule team events.
  • Attend quarterly administrative department meetings (discuss upcoming projects, creating procedures, examining procedural issues).
  • Assist with accounts receivable issues and prepare/compile supporting documentation.
  • Organize and facilitate weekly or monthly meetings within the department.
  • Proactive in identifying opportunities to support the department.

About You:

  • Associate of Arts degree and two years of administrative experience.
  • Past experience supporting multiple department heads is preferred.
  • Proficient in Microsoft applications including Word, Excel, Outlook and PowerPoint; knowledge of operation of standard office equipment.
  • Integrity and the ability to maintain a high level of confidentiality.
  • Ability to proactively anticipate needs.
  • Strong self-starter who is comfortable working both independently and as a member of a team.
  • Ability to prioritize and work effectively with a high volume of workload and meet deadlines.
  • Communication skills - clear, concise writing and verbal skills.
  • Organization skills; attention to detail and accuracy; flexibility; strong analytical skills.
  • Excel at working autonomously and juggling multiple priorities.
  • Strong customer service orientation and professional appearance.
  • Must be able to interact and communicate with individuals at all levels in the firm and a variety of personalities in a professional manner.

Why Join Us:

  • Flexible Work Environment: This opportunity is hybrid. This flexibility allows you to balance your work and personal life while contributing to an exciting vision and team.
  • Dynamic and Innovative Work: An opportunity to play a critical role within a rapidly growing firm with a supportive and collaborative culture.
  • Growth Opportunities: A dynamic and supportive environment where your contributions will directly impact the firm's growth and success and share in the rewards.
  • Collaborative Culture: A team-oriented culture that values innovation, entrepreneurial spirit, and growth mindset.
  • Competitive Compensation: A comprehensive salary and benefits package, including performance-based incentives and growth opportunities.

MarksNelson, a Springline company, is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

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Administrative Assistant • Leawood, KS, United States

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