Top 59 Advisory Jobs in Whitefish, Mt

Administrative Assistant
JCCS —Whitefish, MT
- Overtime
- Background check
- Office
- Administrative experience
- Profit sharing
- Health savings account
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Director, Transaction Management
Cushman & Wakefield —Whitefish, MT
- $157,250 - $185,000 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- Real Estate License
- Health savings account
- Disability insurance
Quick Apply
13d
Wealth Manager Assistant
French Wealth Management LLC —Kalispell, MT
- $20 - $28 an hour
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Professional development assistance
- Flexible schedule
Quick Apply
6d
Advisory
ITC WORLDWIDE —Kalispell, MT
- CPA
- Bachelor of Science
- Mid-level
Quick Apply
Medical Front Office Coordinator- Kalispell
WSA Americas —Kalispell, MT
- $19 an hour
- Administrative experience
- High school diploma or GED
- Clinic
- Paid holidays
- Tuition reimbursement
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Caregiver
Comfort Keepers —Kalispell, MT
- $18 - $21 an hour
- 8 hour shift
- Travel
- Home Health
- Hospice & Palliative Medicine
- Paid training
- Mileage reimbursement
Commercial Appraiser
Cushman & Wakefield —Whitefish, MT
- Full-time
- Microsoft Outlook
- Mid-level
- Analysis skills
- Health savings account
- Disability insurance
Quick Apply
Systems Analyst
WHITEFISH CREDIT UNION ASSOCIATION —Kalispell, MT
- Weekends as needed
- Customer service
- 5 years
- Research
- Wellness program
- Paid holidays
Corporate FP&A Business Partner
Glacier Bancorp —Kalispell, MT
- $115,580.93 a year
- Full-time
- CPA
- Office
- 3 years
- Profit sharing
- Health savings account
Accounting Specialist
Elevated Advisory & Accounting —Kalispell, MT
- From $23 an hour
- Full-time
- Hybrid work
- Google Workspace
- Mid-level
- Office
- Paid holidays
- Health insurance
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Special Projects Designer
Flathead Electric Cooperative —Kalispell, MT
- $88,795 - $116,625 a year
- 8 hour shift
- Background check
- 18 years or older
- Computer literacy
- Disability insurance
- Dental insurance
Quick Apply
9d
Senior Dosimetrist
Logan Health —Kalispell, MT
- 8 hour shift
- Hospital
- Pass drug screening
- 3 years
Certified Athletic Trainer | PRN Status
Logan Health —Kalispell, MT
- Part-time
- Pass drug screening
- Mid-level
- Master's degree
- Health insurance
- Employee assistance program
Tax Professional (EA/CPA) — Partner-Track Seat at a 90-Year Montana Firm
Swanson Agency —Whitefish, MT
- $38 - $46 an hour
- Full-time
- CPA
- Mid-level
- Office
- Profit sharing
- Continuing education credits
Quick Apply
Special Projects Engineer
Flathead Electric Cooperative —Kalispell, MT
- $97,052 - $127,920 a year
- 8 hour shift
- Background check
- 18 years or older
- 5 years
- Disability insurance
- Dental insurance
Quick Apply
9d
Aviation Project Manager
Ardurra Group, Inc. —Kalispell, MT
- Civil engineering
- Computer literacy
- Engineering
Quick Apply
Aviation Project Engineer
Ardurra Group, Inc. —Kalispell, MT
- Civil engineering
- Management
- 5 years
Quick Apply
Board Certified Endocrinologist for Part Time Disability File Reviews
Brown & Brown Absence Services Group —United States
- $225 - $2,200 a week
- Contract
- Remote
- Psychiatry
- Internal Medicine
- Clinic experience
- Disability insurance
Quick Apply
1d
Board Certified Rheumatologist for Part Time Disability File Reviews
Brown & Brown Absence Services Group —United States
- $225 - $2,200 a week
- Contract
- Remote
- Psychiatry
- BC/BE
- Internal Medicine
- Disability insurance
Quick Apply
1d
Workplace Planning Consultant
Empower —United States
- $55,300 - $76,075 a year
- Remote
- Microsoft Excel
- Bachelor's degree
- US work authorization
- Paid parental leave
- Paid holidays

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advisory jobs near whitefish, mt

Administrative Assistant

JCCS -
Whitefish, MT

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Job Details

Part-time

Benefits

Profit sharing
Health savings account
Paid holidays
Dental insurance
401(k)
Paid time off
Vision insurance
Opportunities for advancement

Qualifications

Customer communication
Administrative experience
High school diploma or GED
Accounting firm experience
Clerical experience

Full Job Description

JCCS, P.C.

Administrative Assistant

Build a career you’re proud of—while living somewhere incredible.

Overview

JCCS Certified Public Accountants is seeking an Administrative Assistant to join our growing team in Whitefish, Montana.

Why Work at JCCS

401(k) with safe-harbor and profit-sharing employer contributions
Health, dental, vision and HSA contributions
Early Friday afternoons off (May – December)
PTO and paid holidays
Paid CPA licensing and continuing education
Career growth and advancement opportunities
Supportive and collaborative team environment
Opportunity to live and work in beautiful Montana

About JCCS

JCCS Certified Public Accountants has been serving Montana businesses and individuals for more than 80 years. With offices across the state, we provide tax, audit, and advisory services that help our clients grow and succeed.

Our firm is known for its collaborative culture, commitment to professional development, and strong relationships with the communities we serve.

Apply

If you're looking for a career where you can build strong client relationships, grow professionally, and enjoy the Montana lifestyle, we encourage you to apply.

Even if you don’t meet every qualification, we welcome your application.

This job posting is intended to describe the general nature and level of work being performed and not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel as classified.

Candidate must successfully pass a background check.

A Day in the Life

In this role, you’ll work closely with a variety of business clients while also supporting the internal accounting team. This is a part-time position, working an average of 25 hours per week, with an increased schedule of 30-40 hours per week during tax season (Feb 1 – Apr 15), and additional hours as needed to provide full-day coverage when the full-time administrative assistant is out of the office.

Responsibilities:

Greet clients and others in a friendly, professional manner and answer the multi-line telephone system efficiently and direct calls appropriately. Retrieve messages from the office voice mail. Arrange for client appointments and records in automated calendar system.
Performs all mail duties for incoming and outgoing mail. Maintains petty cash and expense logs, handles faxing, scanning & assistance to clients when picking up their returns. Assists or prepares the daily bank deposits.
Sets up new client files and maintains an efficient filing system.
Prepares requested correspondence and assists with special project assignments including client tax organizers, tax return and financial statement assembly and other reports.
Troubleshoots and arranges for office equipment maintenance. Maintains adequate supplies of internal forms and other miscellaneous supplies.
Assists with or has full Time & Billing responsibilities that may include reconciliation of time, overtime calculation, expense coding & entering, invoicing, statements, payment processing, and all reports.
Run errands and handle certain housekeeping duties that include keeping the front office and employee kitchen area clean and professional in appearance.
Performs other duties, responsibilities and activities as assigned.

Qualifications:

High school diploma; higher level education, preferred, or a combination of qualifications and equivalent clerical or office experience.
1+ year of administrative experience in a mid-size office, in an accounting Firm or a similar work environment.

Skills for Success:

Proficient in Microsoft Office, data entry, and time and billing software.
Competent in the use of multi-line telephone, office automated systems and a 10-key calculator.
Excellent planning, decision-making and organization skills, and ability to handle multiple tasks simultaneously.
Excellent verbal, written communication and customer service skills.
The ability to be self-directed and be a team member.
Comply with established work hours and able to work overtime when dictated by client and business needs.

JCCS employees are expected to maintain a positive work atmosphere through communication and behaving in a manner that is courteous and respectful of clients, co-workers, supervisors and management. One of our primary responsibilities is to maintain confidentiality. Any information relating to clients, the Firm’s internal operations and staff is not to be disclosed during or after employment with JCCS.

Quick Apply

Refine Your Search

advisory jobs in whitefish, mt

Administrative Assistant

Director, Transaction Management

Wealth Manager Assistant

Advisory

Medical Front Office Coordinator- Kalispell

Caregiver

Commercial Appraiser

Systems Analyst

Corporate FP&A Business Partner

Accounting Specialist

Special Projects Designer

Senior Dosimetrist

Certified Athletic Trainer | PRN Status

Tax Professional (EA/CPA) — Partner-Track Seat at a 90-Year Montana Firm

Special Projects Engineer

Aviation Project Manager

Aviation Project Engineer

Board Certified Endocrinologist for Part Time Disability File Reviews

Board Certified Rheumatologist for Part Time Disability File Reviews

Workplace Planning Consultant

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