- Rotational kitchen duties, including ordering lunches, maintaining kitchen/coffee supplies
A Temporary Administrative Assistant, provides a wide array of support to all departments within the Firm. In this role, you learn the basic processes and procedures.
Job Functions
- Scanning and copying
- Process outgoing mail through postage machine, including bulk mailings, overnights, certified, etc.
- Process incoming mail and distribute
- Occasionally going to post office, including daily trips during tax season
- Administrative errands; including Walmart, BJs, or other store runs as needed based on what we need
- Answer rollover calls
- Cover receptionist desk, as needed for lunches, out of office, etc.
- Various typing projects as needed, including letters, mail merges, labels
- Basic understanding of monthly engagement letters to clients, including preparing, formatting, scanning, copying and filing
- Process bank confirmations
- Maintaining portal, to include adding staff, updating clients, uploading files
- Rotational kitchen duties, including ordering lunches, maintaining kitchen/coffee supplies
- Maintain administrative areas and front desk/lobby, including organizing/maintaining supplies, stocking, and ordering
- Basic understanding of copying and processing tax returns, including corporate, trusts, gift tax, nonprofit, pension administration, and personal returns
- Electronic filing of extensions and tax returns
- Basic understanding of copying, scanning, binding, proofing, and editing at all stages of the financial statements
- Proof, edit, and bind proposals/valuation reports
Minimum Requirements
This position is contingent on the satisfactory completion of a background check.
- Ability to work independently as well as in a team environment is a must.
- Completion of a high school diploma or equivalent. Additional course work in math is preferred.
- Minimum of one year of clerical or administrative experience.
- Ability to handle driven deadlines and work in a high paced demanding environment.
- Ability to prioritize and handle multiple tasks simultaneously.
- Strong verbal and written communication skills.
- High degree of attention to detail and organization.
- Understanding and previous use of a Windows-based computer system and applications such as Microsoft Word, Excel, and Outlook.
- Ability to type 60-70 WPM minimum and possess solid proofreading skills.
- Strong ability to read and interpret written word and understand verbal instructions as related to any duties assigned.
- This position requires overtime during tax season and around other deadlines throughout the year. An individual might also have to lift 5 – 10 pounds occasionally.
This is a temporary position with the potential to become a full-time role based on business needs and performance.
Employment is contingent upon successful completion of a background check.
Salary: $21 - $23 per hour