Benefits:

401(k)

Bonus based on performance

Competitive salary

Health insurance

Opportunity for advancement

Paid time off

Training & development

Vision insurance

Administrative / Financial Services Assistant

We are looking for a candidate with a strong background in office administration for accounting & financial services.

The Administrative / Financial Services Assistant plays a critical role in supporting the Ethos CPA team and Financial Advisor(s) in providing high-quality administrative, compliance, and client service support. This role combines support for both the accounting and financial areas that Ethos CPA provides for our clients. We are looking for a person who will work well in a team environment and have an openness to learn and grow in their accounting and financial knowledge, as well as their customer service skills.

Position & Benefits:

· Full-Time, Salaried Position

· 8:30 – 5 pm

· Company Paid Medical & Vision Insurance

· 401k & Employer Contributions

· Bonuses Twice Annually

· Company paid training seminars

Duties & Responsibilities:

· First point of contact for clients via phone and in person. Handling inquiries and questions, providing basic information to clients and directing their requests to Accountants

· Manage phone calls, eMails and in person requests

· Process client payments, mailings, ShareFile information and documents with detail, organization, and consistency.

· Team Focused to assist office in all capacities

· Gather sensitive client information, open & maintain client accounts utilizing office-specific software, ensure paperwork & documentation is accurate and compliant with firm and industry regulations.

· Prepare letters, forms, reports, and spreadsheets to support Financial Advisor activities

· Utilize office software to maintain client records, documents, instructions, and interactions.

· Assist with marketing efforts, coordinate and oversee client events, support business and client growth

· Develop relationships with multiple clients

Skills:

· Effective and direct communication skills to interact with team members & clients

· Strong knowledge & understanding of accounting & financial verbage

· Highly organized and methodized in workflow, with a working knowledge of Microsoft Office and Excel, as well as ability to learn new software

· Ability to prioritize and adjust as unexpected clients’ needs arise, as well as be an exceptional at multi-tasking

· Works well in a team environment, as well as independently completing assigned tasks on time

· High integrity and discretion are imperative

· Willingness to ask for help & ability to apply constructive feedback

Requirements:

· Relevant experience in accounting &/or financial areas that can be utilized to build skills

· Must be able to pass a background check, as well as fingerprinting