Job Description

ADMINISTRATIVE ASSISTANT - PART TIME (~20 HOURS)

Seeking enthusiastic, highly motivated, self-starters to join our growing accounting and wealth advisory practice.

In addition to general administrative duties, the job entails opening accounts, account maintenance including cashiering and overall assistance with client requests. Experience with Avantax, and mutual funds would be beneficial. Working knowledge of Excel, Word, and Outlook is necessary, as is a confident telephone and email manner.

RESPONSIBILITIES INCLUDE:

• Assist advisor with account opening and maintenance by ensuring timely and accurate completion and submission of paperwork

• Assist with client enquiries, information gathering, and document intake

• Assist managers with workflow maintenance via CRM software

• General administrative duties, including telephone, scanning, photocopying, filing, mail and email

• Maintain polite and professional communication with clients and staff

• Support professional staff as needed

OUR IDEAL CANDIDATE WILL BE:

• Enthusiastic, highly motivated, a self-starter, multi-tasker, problem-solver and easy to work with
• Experienced working with data entry (especially numbers)
• Communicative, both orally and written
• Familiar with common office equipment (printers, copiers, PCs, etc.)
• Proficient in Microsoft Office Suite (Outlook, Excel, Word)
• QuickBooks experience a plus
• Experience with detailed application preparation
• Punctual, organized, detail-oriented, and client-service focused and able to work with deadlines
• A part of the firm team makes positive contributions to growth of the firm as well as the professional staff; seeks to add value to the team