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.