CPA Administrative Assistant

Creative Planning; Cedar Rapids (IA); On-site; USD 35,000 - 50,000; Full time

Job summary

Creative Planning in Cedar Rapids, Iowa is seeking an executive support professional to enhance office functions. This role involves providing essential administrative support to the Managing Director and overseeing various clerical tasks.

The ideal candidate will possess strong communication skills, at least 2 years of related experience, and proficiency in Microsoft Office. Join us to contribute to a world-class client experience while reflecting our core values.

Qualifications

• 2 years of experience in an administrative position or support role.
• Ability to multitask and problem-solve effectively.
• Strong understanding of Microsoft Office suite.

Responsibilities

• Provide executive support to Managing Director.
• Schedule appointments and greet clients & visitors.
• Answer calls and handle receptionist duties.

Skills

Written and verbal communication

Interpersonal skills

Office machine usage

Organizational skills

Microsoft Office suite

Job description

This position is a top contributor to our employer brand by kicking off a world-class experience for clients and guests when they arrive. In addition, you will provide general office support with a variety of clerical activities and related tasks including answering the phone, formatting, proofing, binding, copying, scanning, filing, mailing, and creating PDFs. This position is seen as a go-to support function for the entire office and will accordingly, work on a variety of tasks (e.g. scheduling and general administrative support for leadership) all while representing our core values that makes us who we are!

JOB DUTIES

• Provide executive support to Managing Director
• Attend meetings as needed
• Find and add Creative Planning wealth management tax documents, MLP K-1’s, and other client information as needed
• Sort information to prepare for scanning in CCH
• Contact clients with status update of tax or audit information.
• Scan client documents into CPA systems
• Proof client deliverables as needed
• Receive mail and file, sort, and distribute mail
• Assist with various projects and other duties as assigned.
• Answer incoming calls and assume receptionist duties when needed, i.e. lunch coverage rotation
• Schedule appointments
• Greeting clients & visitors

REQUIRED EXPERIENCE / QUALIFICATIONS

• 2 years of experience in an administrative position or support role
• Multi-task, problem solve, and complete all assigned duties
• Strong written and verbal communication; excellent interpersonal skills
• Utilizes office machines such as computers, copier/scanner, printers, and calculators
• Organized and detail oriented; able to maintain records and files
• Able to conduct themselves in a professional manner with clients and internal staff
• Ability to produce high quality work; able to maintain confidentiality at all times
• Strong understanding of Microsoft Office suite

Creative Planning, LLC is an independent wealth management firm, whose affiliates also provide business consulting, tax, financial, and other professional services to clients. Creative Planning and its affiliates lease employees and other resources to BerganKDV, an independent, separately governed, and licensed CPA firm, in support of audit and attest services BerganKDV provides to its clients.