Administrative Assistant (Hybrid Remote)
About the position
Responsibilities
• Process tax returns.
• Reception and telephone duties, including initial contact with the public and directing incoming calls.
• Handle mail duties.
• Assist all staff members by producing letters, mailings, and client financial information while adhering to the code of ethics.
Requirements
• Minimum of at least 2 years' related experience.
• Possess excellent phone, MS Word, and Adobe skills.
• Ability to write clearly, read and interpret written information, present ideas effectively, and document activities.
• Ability to work with individuals with various needs while adhering to the firm's policies and procedures.
• Must possess excellent written and oral communication skills.
• Able to work some evenings and Saturdays during March and April.
Nice-to-haves
• Microsoft Office: 2 years (Preferred)
• Administrative: 2 years (Preferred)
Benefits
• Family Friendly Culture
• Competitive Salary
• Flexible Work Schedules
• Summer Fridays
• Health Insurance
• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible schedule
• Flexible spending account
• Health savings account
• Life insurance
• Paid time off
• Referral program
• Retirement plan
• Vision insurance
Apply Now
Apply Now
Responsibilities
• Process tax returns.
• Reception and telephone duties, including initial contact with the public and directing incoming calls.
• Handle mail duties.
• Assist all staff members by producing letters, mailings, and client financial information while adhering to the code of ethics.
Requirements
• Minimum of at least 2 years' related experience.
• Possess excellent phone, MS Word, and Adobe skills.
• Ability to write clearly, read and interpret written information, present ideas effectively, and document activities.
• Ability to work with individuals with various needs while adhering to the firm's policies and procedures.
• Must possess excellent written and oral communication skills.
• Able to work some evenings and Saturdays during March and April.
Nice-to-haves
• Microsoft Office: 2 years (Preferred)
• Administrative: 2 years (Preferred)
Benefits
• Family Friendly Culture
• Competitive Salary
• Flexible Work Schedules
• Summer Fridays
• Health Insurance
• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible schedule
• Flexible spending account
• Health savings account
• Life insurance
• Paid time off
• Referral program
• Retirement plan
• Vision insurance
Apply Now
Apply Now