Administrative Assistant

Monotelo Advisors Inc; Gillespie (IL); Vor Ort; USD 22.000 - 25.000; Vollzeit

Benefits dieser Stelle

401(k)

401(k) matching

Competitive salary

Paid time off

Zusammenfassung

Monotelo Advisors Inc. is seeking a detail-oriented seasonal office assistant in Gillespie/Carlinville, IL to handle front-desk duties, manage calls and appointments, and support bookkeeping and tax-related tasks.

You will work Mon-Fri 8am-5pm with possible overtime on Saturdays, and some travel to the Carlinville office may be required. The role requires at least a high school diploma, proficiency with Word/Excel/Outlook/Zoom, and reliable transportation.

Qualifikationen

• High school diploma required.
• Both multitasking and strong organization needed.
• Professional communication with clients and team members.
• Background check required.

Aufgaben

• Handle phone calls, emails, and basic office communications.
• Maintain clean, organized workspace and secure sensitive documents.
• Travel to Carlinville Office as needed; assist with bookkeeping, payroll and sales tax services.

Kenntnisse

multitask

organization

professional communication

client privacy

background check

Office software

QuickBooks

tax software

office technology

transportation

Ausbildung

High School Diploma

Tools

Microsoft Word

Microsoft Excel

Outlook

Zoom

QuickBooks

Tax software

Jobbeschreibung

Requirements

• Must be able to multitask, stay organized, and communicate professionally with clients and team members.


• Must demonstrate respect for client privacy and adhere to confidentiality protocols.


• Must pass a background check.


• Minimum 2 years of office experience, including answering phone calls and direct client interaction.


• Basic understanding of business operations.


• Proficiency in Microsoft Word, Excel, Outlook, Zoom.


• Bonus: Experience with QuickBooks, tax software, or familiarity with the tax industry.


• Comfortable using office technology (scanners, printers, copiers).


• Must have reliable transportation.

Benefits:

• 401(k)


• 401(k) matching


• Competitive salary


• Paid time off

Job Type:

Seasonal

Pay

$15.50 - $18.00/hour

Hours

• Monday-Friday 8am – 5pm


• Saturdays 8am – 1pm


• Opportunity for Overtime

Experience & Requirements

• Minimum of a High School Diploma.


• Must be able to multitask, stay organized, and communicate professionally with clients and team members.


• Must demonstrate respect for client privacy and adhere to confidentiality protocols.


• Must pass a background check.


• Minimum 2 years of office experience, including answering phone calls and direct client interaction.


• Basic understanding of business operations.


• Proficiency in Microsoft Word, Excel, Outlook, Zoom.


• Bonus: Experience with QuickBooks, tax software, or familiarity with the tax industry.


• Comfortable using office technology (scanners, printers, copiers).


• Must have reliable transportation.

General Duties

• Handle phone calls, emails, and other basic office communications.


• Maintain a clean and organized workspace, ensuring sensitive documents are secured daily.

Tasks

• Answer and manage phone calls for both Gillespie and Carlinville offices.


• Schedule client appointments and manage the calendar.


• Facilitate client appointments related to tax return preparation, document drop-offs, and pick-ups.


• Learn the basics of tax return processing.


• Support small business services during downtime to aid in tax preparation.


• Train to manage client interactions, primarily with small business clients.


• Organize and process incoming/outgoing client documents.


• Ensure all documentation is scanned and uploaded into client software.


• Assist with bookkeeping, payroll, and sales tax services.


• Occasional travel to the Carlinville Office to work or check the mailbox.