Administrative Assistant

A local Shelton Tax and Financial Planning Service company is looking for its next Administrative Assistant to support a team of financial planners and lawyers in providing financial planning services to clients. Responsibilities Generate client invoices for work performed and reminders for past‑due balances. Update billing spreadsheets in Microsoft Excel. Process tax returns, mailings, UPS shipments, update mail logs, and file returns (both physical and digital). Request files through the DataGuard website and update current and archived files. Perform physical paper filing of correspondence and scan files. Perform light telephone responsibilities. Carry out other administrative tasks as needed. Hours Monday – Friday, 8:30 a.m. – 5:30 p.m. Overtime is available during busy tax seasons, which may include partial days on Saturdays, Sundays, or both. Equal Employment Opportunity Statement In compliance with applicable federal, state/province, and local law, employment decisions are based on business needs, job requirements, and individual qualifications regardless of race, color, religious creed, national origin, ancestry, age, gender, pregnancy, sexual orientation, gender identity, marital status, familial status, disability, genetic information, or protected veteran status. Discrimination or harassment on any of these characteristics is not tolerated. #J-18808-Ljbffr