Administrative Support Supervisor
- Caring people who put others first
- Self-starters who embody the BPM entrepreneurial spirit
- Authentic individuals with a diverse point of view
- Lifelong learners with a drive to excel
- Resilient people who rise to the occasion
What You'll Do:
- Supervise the day-to-day workload and performance of administrative associates within a designated support team.
- Train, coach, and mentor administrative staff to promote professional growth and deliver consistent, high-quality support.
- Participate in performance evaluations, feedback processes, and talent development initiatives.
- Promote a positive, inclusive, and safe working environment that reflects BPM's values.
- Coordinate administrative support during tax busy season, including project tracking, document handling, and communications.
- Oversee the annual client engagement letter process: generation, delivery, tracking, and reporting of missing documents.
- Manage offboarding of disengaged clients (NLCs), including disengagement letters, secure file deletion, portal management, and archiving.
- Ensure client relationship management (CRM) system data is complete, accurate, and regularly maintained.
- Partner with Tax leadership and staff to anticipate support needs and respond quickly to requests.
- Maintain the highest level of confidentiality and professionalism in all client and internal interactions.
What You'll Have:
- Bachelor's degree or equivalent professional experience.
- Minimum of 3 years of progressive experience in administrative or operations roles within a professional services firm; prior experience in public accounting is highly preferred.
- Proven experience managing people and processes, with strong delegation, feedback, and problem-solving skills.
- Excellent verbal and written communication skills; able to interact confidently with stakeholders at all levels.
- Professional demeanor, service-oriented mindset, and a high degree of discretion.
- Ability to manage multiple deadlines and priorities in a high-volume environment.
- Strong technical proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint, Teams).
- Experience with CRM systems (Salesforce preferred), DocuSign, CCH Axcess, and SafeSend is a plus.
- Resilient and adaptable, with the ability to remain composed in challenging or high-pressure situations.
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