Administrative Assistant Needed

A small accounting firm is seeking an administrative assistant that can assist with both client and internal duties. Tasks include:

Client Duties
Onboarding of clients which includes:
Emailing contract documents, POA forms
Creating electronic client folder(s) in Click-up, ClockShark, SmartVault, and QBO
Go through Checklist of required documents
Follow up with clients regarding outstanding requests

Internal Duties
Invoice creation every 2 weeks.
Coordinate miscellaneous tasks as they occur

We are a family owned business that is expanding our business. There are only two principals. The assistant would support both parties, but report to only one person. We expect to meet once a week to discuss outstanding issues and then as needed.

We are a results driven. While we have templates and procedures in place, we expect the assistant to take the initiative and express their ideas if they think they can improve a process. Good communication skills and a go get em attitude is needed.

While experience with certain software is preferred, it is not a requirement.