Administrative Assistant I — Hybrid/Remote Front Desk

Boyum Barenscheer Wealth Management, LLC.; Arden Hills (MN); Hybrid; USD 38,000 - 50,000; Full time

Benefits offered by this job

20 days PTO

9 paid holidays

Health plans (firm paid)

401(k) with company contribution

Tuition assistance

Job summary

Boyum Barenscheer Wealth Management, LLC. is seeking an Administrative Assistant I to provide day-to-day support under supervision. You will help with front desk coverage, file and mail processing, and basic tax document handling while upholding confidentiality and client service standards.

The role emphasizes accuracy, responsiveness, and follow-through in a welcoming office environment that supports the broader team. Opportunities for growth exist within the administrative function.

Qualifications

• Requires a high school diploma or equivalent; associate degree preferred.
• 0–1 year of general administrative or office experience.
• Working knowledge of Microsoft Office, especially Word and Outlook.
• Exposure to accounting software such as Karbon, GoFileRoom, TaxCaddy, SurePrep, Engagement Manager or UltraTax is helpful but not required.
• Developing organizational skills with ability to follow directions and priorities.
• Solid written, proofreading, and oral communication skills.
• Authorized to work in the United States full-time.

Responsibilities

• Provides reception coverage and maintains a professional front desk presence.
• Maintains the reception area and common spaces.
• Handles mail, packages, and courier services as directed.
• Monitors office supplies inventory and beverages.
• Processes tax documents for scanning and organizing client records.
• Assembles tax returns and client deliverables for distribution.
• Sends tax returns and related documents via e-file systems and tracks acknowledgments.
• Prepares engagement letters and client correspondence.

Skills

Microsoft Office

Word

Outlook

Communication

Organizational skills

Education

High school diploma or equivalent

Associate's degree (A.A.) preferred

Tools

Karbon

GoFileRoom

TaxCaddy

SurePrep

Engagement Manager

UltraTax

Job description

Boyum Barenscheer Wealth Management, LLC. is seeking an Administrative Assistant I to provide day-to-day support under supervision. You will help with front desk coverage, file and mail processing, and basic tax document handling while upholding confidentiality and client service standards.

The role emphasizes accuracy, responsiveness, and follow-through in a welcoming office environment that supports the broader team. Opportunities for growth exist within the administrative function.