P/T Experienced Tech-Savvy Administrative Assistant Job at THE CANNA CPAS, Fair Lawn, NJ

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  • THE CANNA CPAS
  • Fair Lawn, NJ

Job Description

Job Description

Job Description

Experienced Tech-Savvy Administrative Assistant (Workflow Automation & CRM Support)

Lefstein-Suchoff CPA & Associates operates two client-serving verticals: The Canna CPAs, a national cannabis-focused accounting and advisory firm, and LS CFO Advisors, which provides fractional CFO services to small and mid-sized businesses across the U.S., with a focus on contractors, trades, and retail companies. We are looking for a tech-savvy, detail-oriented administrative assistant to support both verticals by managing client data and workflows, assisting in CRM operations, and handling communications with new prospects.

In this role, you will:

  • Work within Financial Cents to build and maintain automation flows for both cannabis and fractional CFO clients
  • Download client uploads from Financial Cents, save them to the appropriate server folders, update Financial Cents with notes, and alert accountants accordingly
  • Assist in creating, editing, and maintaining workflow automations in Go High Level
  • Extract data from Go High Level and update the company calendar with notes and attachments for upcoming prospect meetings
  • Call, email, and text new leads to qualify and schedule them for meetings with our team
  • Download sales and inventory reports from client POS systems
  • Download payroll reports from client payroll portals
  • Download bank statements from client online banking portals
  • Perform administrative tasks including:
    • Printing reports from Timesheets.com to assist with client billing
    • Occasional printing of client bills from QuickBooks and cutting checks from QuickBooks Desktop
    • Other ad-hoc QuickBooks tasks
    • Scanning documents and organizing them properly

What We’re Looking For

  • Excellent computer skills and the ability to learn new software quickly
  • Experience with Go High Level or similar CRM
  • Organized, self-directed, and reliable with strong attention to detail
  • Comfortable with professional communication by phone, email, and text
  • Able to manage multiple workflows and stay on top of deadlines
  • Experience in a CPA, finance, or consulting environment is a plus

This is a part-time, in-house position (25 hours/week) with opportunities to grow.

Benefits:

401(k) with up to 4% matching
Dental insurance
Health insurance
Paid time off
Bonuses

Job Tags

Part time, For contractors,

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