Administrative Associate

Job Description

Job Description

We are looking for a Receptionist/Administrative Assistant to join our team. The successful candidate will be responsible for: answering phones, helping with clients, filing paperwork, and providing general administrative support. The ideal candidate will have excellent communication skills, a professional demeanor, and the ability to multi-task in a fast-paced environment. We are looking for someone who is organized and detail-oriented and can provide exceptional customer service. We are really looking for a positive, go getter attitude. As long as you are more than willing to learn we are more than willing to teach! :)

Hours: Monday - Friday 9am-5pm
*Occasional Saturdays/Overtime will be needed during Tax Season*

(TAX EXPERIENCE NOT REQUIRED BUT PREFFERED)

Responsibilities:

• Answer incoming calls and direct them to the appropriate staff.
• Maintain office supplies and equipment.
• Schedule appointments and meetings.
• Maintain accurate records of customer information.
• Perform data entry tasks as needed.
• Provide general administrative support to staff.

Qualifications:

• Administrative/Receptionist Experience
• Strong organizational skills and attention to detail
• Proficient in Microsoft Programs
• Excellent communication and phone etiquette
• Experience with calendar management and executive administrative support
• Ability to handle front desk responsibilities and customer service inquiries
• Tax Experience is a plus

Software Programs we use:

• UltraTax
• Practice CS
• Quickbooks
• Surepayroll
• Payroll CS

At Haven Group CPA & Advisors, we’re more than just numbers on a page. We partner with real people to help them make smart financial decisions that shape their futures. Our team is growing, and we’re looking for talented, passionate individuals who want to make an impact.

Company Description

At Haven Group CPA & Advisors, we’re more than just numbers on a page. We partner with real people to help them make smart financial decisions that shape their futures. Our team is growing, and we’re looking for talented, passionate individuals who want to make an impact.\r\n\r\nWe offer a supportive work environment and plenty of opportunities to learn and grow your career. If you’re ready to be part of a team that values both professional excellence and people, we’d love to hear from you!