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This position is for a professional public accounting office and is built for growth in the company. An interest in a career in finance is a plus.
The right candidate will be a performance-driven, high achiever who works well independently and conducts themselves professionally. Our ideal candidate will be someone who is motivated to pitch in to help in any area of the business.
Technical duties include:
⢠Answering telephones and directing calls as necessary
⢠Managing team member calendars
⢠Preparing meeting materials
⢠Scanning, indexing and filing client documents
⢠Managing office supplies
⢠Preparing/submitting government forms
⢠Contacting clients for information
⢠Prepare/create/edit professional documents
⢠Creating, testing and implementing standard processes
Skills & Abilities:
⢠Proficiency in Excel and Word
⢠Moderate proficiency in Adobe
⢠Strong computer skills
⢠Strong editing skills
⢠Ability to work well under tight deadlines
⢠Ability to prioritize workload
⢠Adaptability in changing processes and duties
⢠Ability to communicate professionally
⢠High attention to detail and ability to problem solve
⢠Willingness to assist other team members when needed
⢠Ability to learn wealth management products and procedures
Fingerprinting will be necessary for assisting in wealth management. The job will occasionally require overtime. Some Saturdays during the tax season may need to be worked, as well as other occasional high-volume days.
Please send cover letter and resume in response to this advertisement.
