Front Desk Administrative Assistant

Job Description

Job Description

Loberg & Associates, PLLC — CPA Firm

Loberg & Associates, PLLC, a CPA firm in Geneva, IL, is looking for a professional, organized Front Desk Administrative Assistant. This role starts part-time, with the potential to grow into a full-time position based on performance and business needs.

The ideal candidate is dependable, detail-oriented, and comfortable working directly with clients while juggling a variety of administrative tasks in a busy front-office setting.

Position Details

Employment:

Part-time, with potential for full-time

Industry:

Certified Public Accounting / Professional Services

Work Setting:

Office-based — Geneva, IL

Reports To:

Firm Management

Responsibilities

• Greet clients and visitors, and manage the front desk and reception area

• Answer, screen, and direct incoming calls, and respond to general client inquiries

• Schedule appointments and maintain calendars, including client meetings, document drop-offs, and pickups

• Sort and distribute incoming and outgoing mail and deliveries

• Maintain organized client files, records, and tax documents

• Scan, copy, file, and prepare documents, correspondence, forms, and reports

• Enter and update information accurately in firm databases and software

• Keep the reception area and conference rooms clean, organized, and client-ready

• Monitor office supplies and assist with ordering

• Support CPAs and staff with administrative tasks, including extra help during tax season

• Maintain confidentiality of client and firm information

Qualifications

• High school diploma or equivalent

• Previous front desk, receptionist, or administrative/customer -service experience preferred

• Strong verbal and written communication skills, with a professional, courteous manner

• Excellent organizational skills and attention to detail

• Able to manage multiple priorities and work independently as well as part of a team

• Comfortable with Microsoft Office and general office technology; willing to learn firm-specific and tax software

• Trustworthy with confidential and sensitive client information

Preferred

• Experience in a CPA, accounting, legal, or other professional office

• Familiarity with tax documents and accounting terminology

• Experience with document-management or accounting software

• Strong data-entry and proofreading skills

How to Apply

Interested candidates should submit a resume and brief cover letter outlining relevant experience and availability, including whether you are seeking part-time or full-time employment.

Loberg & Associates, PLLC

Certified Public Accountants

Loberg & Associates, PLLC is an equal opportunity employer.

514 W. State Street, Suite 202, Geneva, IL 60134

We go beyond your expectations

Loberg & Associates PLLC (LOB) provides a wide range of services to individuals and businesses in a variety of industries. We make every effort to meet each client’s specific needs in planning and achieving their goals in an ever-evolving financial and regulatory environment

LOB is a local, Chicagoland accounting firm offering large firm experience and personal partner level service at more competitive small firm rates. We are a full service accounting firm offering financial statement reporting services, including reviews and compilations, as well as income tax services for small and large businesses, individuals, trusts & estates. Additionally, we offer general business and consulting services and can assist with bookkeeping and other small business needs, as requested.

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As we always say, the best way to grow our business is by word of mouth. We appreciate all referrals!

Company Description

We go beyond your expectations\r\n\r\nLoberg & Associates PLLC (LOB) provides a wide range of services to individuals and businesses in a variety of industries. We make every effort to meet each client’s specific needs in planning and achieving their goals in an ever-evolving financial and regulatory environment \r\n\r\nLOB is a local, Chicagoland accounting firm offering large firm experience and personal partner level service at more competitive small firm rates. We are a full service accounting firm offering financial statement reporting services, including reviews and compilations, as well as income tax services for small and large businesses, individuals, trusts & estates. Additionally, we offer general business and consulting services and can assist with bookkeeping and other small business needs, as requested.\r\n\r\n​\r\n\r\nAs we always say, the best way to grow our business is by word of mouth. We appreciate all referrals!