Administrative Assistant

Monotelo Advisors; Illinois; On-site; USD 40,000 - 50,000; Full time

Benefits offered by this job

Competitive Compensation

Paid Time Off

Career Growth Opportunities

Job summary

Monotelo Advisors is seeking an Administrative Assistant to support our office employees, answering phones, scheduling appointments, planning meetings, and writing correspondence. The ideal candidate is highly organized with excellent written and verbal communication skills and a friendly demeanor.

The role involves handling tax documents, organizing files, printing and assembling tax returns, and assisting with payroll and client accounting tasks using QuickBooks and Drake Tax.

Qualifications

• Experience with QuickBooks, Drake Tax and Canopy is a plus.
• Strong written and verbal communication skills are essential.
• Highly organized with attention to detail and a customer‑facing orientation.

Responsibilities

• Answer phones and greet clients that come into the office
• Organize and scan tax documents
• Print and assemble tax returns
• Client wrap‑up meetings
• Prepare invoices
• Maintain accurate logbook of tax work in progress
• Follow flow of tax returns to monitor completeness
• Client accounting using multiple versions of QuickBooks
• Prepare financial statements in Excel
• Prepare payroll for clients on their normal schedule
• Track and calculate adjustments to payroll additions and deductions
• Assist with preparing payroll tax returns and W‑2’s
• Assist with preparing sales tax returns
• Monitor office supplies and place re‑order as needed
• QuickBooks, Microsoft 365, and Drake Tax experience a plus
• QuickBooks certification a plus
• Canopy client management software experience a plus

Skills

Excellent written and verbal English

Highly organized

Strong attention to detail

Willingness to learn

Friendly demeanor

Customer service oriented

Tools

QuickBooks

Drake Tax

Canopy

Microsoft 365

Excel

Job description

Job Description

Job Description

Benefits/Perks

• Competitive Compensation
• Paid Time Off
• Career Growth Opportunities

Job Summary

We are seeking a motivated and outgoing Administrative Assistant to join our team. In this role, you will provide support to our office employees, ensuring they have all the information and resources they need to perform their best. Your responsibilities will include answering phone calls, scheduling appointments, planning meetings, and writing correspondence. The ideal candidate is highly organized with excellent written and verbal communication skills and a friendly demeanor.

Administrative Assistant

• Answer phones and greet clients that come into the office
• Organize and scan tax documents
• Print and assemble tax returns
• Client wrap‑up meetings
• Prepare invoices
• Maintain accurate logbook of tax work in progress
• Follow flow of tax returns to monitor completeness
• Client accounting using multiple versions of QuickBooks
• Prepare financial statements in Excel
• Prepare payroll for clients on their normal schedule
• Track and calculate adjustments to payroll additions and deductions
• Assist with preparing payroll tax returns and W-2’s
• Assist with preparing sales tax returns
• Monitor office supplies and place re-order as needed
• QuickBooks, Microsoft 365, and Drake Tax experience a plus
• QuickBooks certification a plus
• Canopy client management software experience a plus
• Strong attention to detail and willingness to learn
• Strong communication skills