JOB SUMMARY
Our growing firm is seeking an administrative professional to add to our family‐feel work environment.
Responsibilities will include:
- Answering the phone and greeting customers
- Scheduling appointments
- A/R and A/P
- Processing tax returns
- Assistance with marketing
- Database updates
- Assistance with financial services applications
The ideal candidate would:
- Be organized and detail oriented
- Possess integrity and confidentiality
- Be dependable and able to work without supervision
- Be able to prioritize, work quickly and use initiative
- Be eager to learn and grow professionally
- Be proficient in Microsoft Office, Excel, Word and Outlook
- Have excellent communication skills
CAREER LEVEL
Entry Level
EDUCATION LEVEL
High School Diploma
EXPERIENCE/CERTIFICATION REQUIRED
On‐site training will be provided. Experience preferred but not required.
SALARY/BENEFITS
- Competitive salary based on experience and education
- End of tax season bonus
- Simple IRA Retirement Plan with Employer Match
- Paid vacation/funeral time off
- Long Term Disability
- Short Term Disability Insurance for medical leave and maternity leave
- QSEHRA‐Qualified Small Employer Health Reimbursement Arrangements
- Paid holidays
- Company Sponsored events
- Occasional casual dress
- Flexible work hours
Pay: $35,000.00 - $50,000.00 per year
Benefits:
- Flexible schedule
- Paid time off
- Retirement plan
Education:
- High school or equivalent (Required)
Work Location: In person
