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Accounting & Financial Services Administrative Assistant

Stortz & Associates

Accounting & Financial Services Administrative Assistant

Emmaus, PA
Full Time
Paid
  • Responsibilities

    Job Description

    A Lehigh Valley CPA firm with more than 41 years in business is seeking a motivated, professional Administrative Assistant to join our team. A working background in the financial services industry or tax preparation environments is a plus.

    Candidate must display a high proficiency with computers and advanced software skills, particularly with programs such as Microsoft Access, Word, and Excel. Strong written and verbal communication skills are a must, as well as strong organizational skills and the ability to multi-task seamlessly and work with excellent attention to detail.

    JOB DUTIES:

    • Correspond with clients via phone and email.
    • Assist with appointment scheduling and client requests.
    • Draft and review client letters.
    • Document preparation for new applications, account maintenance, trades, and/or distributions; process investment deposit checks.
    • Maintain licensing and insurance for registered representatives and with companies we transact business with.
    • Maintain and update client files as required by the broker-dealer.
    • Complete daily forms as required by the broker-dealer.
    • Maintain all software required by the broker-dealer, input financial information gathered from clients.
    • Submission of letters and forms for approval and/or processing to the broker-dealer.
    • Review trades as required by the broker-dealer.
    • Perform general office clerical, administrative, and scheduling duties accurately and effectively.
    • Data entry, scanning, filing.
    • Maintain/troubleshoot Microsoft Access client database, create/print database queries.
    • Generate Microsoft Word mail merges for documents, envelopes, etc.
    • Collate/review collation of tax returns and other professional or official documents.
    • Assemble and work with confidential information

    OTHER REQUIREMENTS INCLUDE:

    • Effective problem-solving
    • Detail-oriented and organized
    • Strong communication skills to effectively communicate in both written and verbal form with team members and clients
    • Work independently, prioritizing and multi-tasking within a fast-paced environment, and demonstrate a commitment to meeting deadlines
    • Usage of general office equipment, including: telephones, calculators, computers, copiers, scanners, fax machines, printers, binding machines, and document shredders
    • Occasional lifting, up to 25 pounds

    Compensation is commensurate with candidate's experience. Please include salary requirements when submitting resume/application to jennifer@dstortz.com. (No telephone calls please.) Equal Opportunity Employer.