Administrative Assistant
Siepert and Co LLP
About the Job Siepert & Co., LLP is currently looking for an experienced Administrative Assistant to join our team. This is a part time position with an option to increase hours during peak tax season. Responsibilities include but are not limited to:
- Provide outstanding customer service in person and on the phone.
- Type and proofread correspondence, reports, financial statements, and spreadsheets in an accurate and timely manner using a variety of software programs and Microsoft Excel and Word.
- Complete monthly client invoicing.
- Process and assemble individual and business tax returns.
- Scan, copy, fax, and email documents and correspondence.
- Provide support for maintaining client database including new client set-up and changes.
- Preparation and mailing of client information and organizers, particularly prior to tax season.
- Receive and process client payments.
- Schedule appointments for staff as needed.
- Open and close office.
- Maintain office supplies including inventory tracking and ordering.
- Open and distribute mail.
- Associate Degree preferred or High School Diploma.
- At least three years of customer service experience, preferably in professional service industry.
- Must be able to work under pressure and deadlines.
- Manage multiple projects simultaneously.
- Incredible attention to detail and desire to produce accurate results.
- Ability to compose professional correspondence.
- Demonstrated analytical and interpersonal skills.
- The ability to flex up hours during busy times (tax season will require overtime, including Saturdays).
- Highly developed Microsoft Office (Word, Excel, Outlook) skills.
Vacancy posted 5 days ago
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