Company Overview
At W3 Financial Group, we believe the best careers are built on purpose, passion, and people. Every day, our team helps individuals, families, and businesses maximize and simplify their financial lives through comprehensive wealth management and accounting services.
Together, creating freedom by helping clients maximize and simplify their financial life.
Our success starts with our people. We're committed to building a workplace where talented professionals are empowered to grow, collaborate, and make a meaningful impact. Whether you're launching your career or bringing years of experience, you'll find opportunities to learn, contribute, and thrive alongside a team that genuinely supports one another.
Our culture is guided by the values that define who we are:
- Unique Passion– We celebrate individuality, embrace new ideas, and recognize that every team member brings valuable perspectives and strengths.
- Client Obsessed – Our clients are at the center of every decision. We are dedicated to delivering exceptional service and building relationships that last a lifetime.
- Family Oriented – We care for one another, celebrate successes together, and create an environment where employees feel valued, respected, and supported.
- Great Communicators – We believe trust is built through honest, transparent, and respectful communication with our clients and one another.
- Do What You Say – Integrity is our foundation. We honor our commitments, take ownership of our work, and consistently follow through.
If you're looking for more than just a job, if you're looking for a career with purpose, a culture that invests in your success, and a team that's committed to growing together. We invite you to discover what makes W3 Financial Group different. Join us as we continue creating freedom by helping clients maximize and simplify their financial lives.
Duties
- Provides administrative assistance to accounting staff and leadership, including scheduling meetings, managing calendars, preparing documents, and organizing files.
- Answers and directs phone calls, promptly responding to emails and phone calls with professionalism and friendliness.
- Organizes events, travel arrangements, and special projects as needed.
- Produces, delivers, and maintains correspondence, managing electronic filing systems, and handling administrative duties such as filing, copying, scanning, mailing, binding, and coordinating overnight delivery.
- Maintains a clean, stocked, and welcoming environment in shared spaces.
- Ensures conference rooms are properly set up with necessary materials before meetings and restored to their original state afterward.
- Provides general support and hospitality to visitors.
- Orders & organizes supplies for the office, ensuring all areas are well-stocked and organized, including areas such as lobby, copy room, supply room, snack, drink, and coffee areas.
- Handles sensitive information with professionalism and confidentiality
- Demonstrates reliability and organizational skills, ensuring timely completion of tasks.
- Communications daily overview via email for the team.
- Works independently with minimal supervision while collaborating effectively within a team setting.
- Maintains a positive attitude and a willingness to assist others in achieving their goals.
- Assists with compliance documentation and internal audits, ensuring all firm policies are adhered to.
- Aids in the preparation of tax filings, ensuring all necessary documents are obtained and organized.
- Assists with filing and tracking tax returns.
- Maintains and organizes accounting files, documents, and client records.
- Ensures proper filing of tax returns, financial statements, and other related documents.
- Maintains tidy common areas and maintains restocks for clients and employees including coffee areas, entry, supplies, mailing areas, etc.
- Performs other duties as assigned
Experience
- High school diploma or equivalent; Associate degree preferred.
- 2+ years of administrative experience, preferably in a public accounting or professional services environment.
- Proficient in Microsoft Office Suite.
- Experience with software such as Adobe, Outlook, Excel, GoFileRoom, Practice, Thompson Routers, and other relevant tax software.
Knowledge & Skills
- Ability to anticipate colleague and client needs.
- Proficient problem-solving and multi-tasking abilities.
- Savvy with technology with the ability to learn in-house programs and tools.
- Attention to detail and organization, with a high level of accuracy.
- Initiative and ability to multi-task and work across the team to provide excellent service to clients.
- Dependable, willing to put in extra effort, motivated to tackle problems, comfortable with periodic pressure and able to assist a wide range of client personalities and temperaments.
Physical Requirements
- Ability to sit for extended periods
- Manual dexterity for using keyboard, mouse, and office equipment
- Strong communication skills
- Mobility of body, rotation of neck
- Ability to be onsite daily required
- Ability to lift light objects (20 pounds)
- Precise hand-eye coordination for data entry and account reconciliation
- Onsite presence during business hours. Remote work not permitted.
- OT & Saturdays required during tax season, as determined by management.
Pay: $15.00 - $25.00 per hour
Work Location: In person
