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Bankler Partners Linkedin · Posted 1mo ago

Administrative Professional

San Antonio, Texas, United States

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Job Summary:


We are seeking a highly organized, detail-oriented, and proactive Administrative Professional to join our dynamic team at Bankler Partners. The ideal candidate will be responsible for providing comprehensive support to our executive team and serving as a backup for our administrative team. This role requires a blend of accounting and operational expertise, with a strong focus on maintaining efficiency and accuracy in all administrative tasks.


Key Responsibilities:


1. Executive Support: Provide high-level administrative support to the executive team, including scheduling, travel arrangements, and correspondence management.


2. Accounting Support: Assist with accounting tasks such as data entry, reconciliation of accounts, and preparation of financial reports. Familiarity with accounting software (e.g., QuickBooks, Excel) is a plus. Invoice, process, and record customer payments, and engage in ongoing collection practices (emails, phone call follow-ups). Track payables for the distribution of annual 1099-nec forms and assists with the preparation and distribution of 1099-nec to vendors.


3. Operational Support: Oversee operational tasks including inventory management, procurement, and office maintenance. Ensure all operational processes run smoothly and efficiently.


4. Backup Support: Serve as a backup for the administrative team, covering for any absences and ensuring that administrative tasks are completed on time.


5. Communication: Serve as a point of contact for internal and external communications, ensuring all correspondence is handled professionally and promptly.


6. Project Management: Manage multiple projects and deadlines simultaneously, ensuring all tasks are completed accurately and on time.


7. Training and Development: Provide training and guidance to junior administrative staff, fostering a culture of continuous learning and improvement.


8. Compliance and Security: Ensure all administrative processes comply with company policies and regulatory requirements. Maintain confidentiality and data security.


Qualifications:


1. Education: Bachelor's degree in Business Administration, Accounting, or a related field. Equivalent experience will be considered in lieu of formal education.


2. Experience: Minimum of 3 years of administrative experience, with at least 1 year in an accounting or operational role. Previous experience in a CPA firm is highly desirable.


3. Skills:

- Excellent organizational and time management skills.

- Strong proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook).

- Proficiency in accounting software (QuickBooks, Excel).

- Exceptional communication and interpersonal skills.

- Ability to work independently and as part of a team.

- Detail-oriented with a high level of accuracy.

- Strong problem-solving skills.

- Ability to maintain confidentiality and adhere to strict data security protocols.

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