We have an immediate opening for a knowledgeable individual who are self-starting and passionate about their work.
Applicant must be detail oriented, highly organized and able to manage multiple on-going tasks. Require superb verbal and written communication skills, an excellent work ethic with the ability to work independently and as a team player.
Duties include: answering phones, filing, faxing, scanning client documents, responding to client requests, word processing, maintenance of firm calendar, assembly of tax returns, payroll tax returns and other client reports. Light bookkeeping and client support. Billing and collection.
Provide assistance to financial advisor in the areas of sales support, marketing campaigns, support in all phases of maintaining firm and client files to meet regulatory requirements. Preparation of client proposals and applications. Interface with Broker/Dealer.
Qualifications & Skills Required:
· Good computer skills and competence with Word, Excel, Outlook and QuickBooks
· Ability to quickly learn new software
· Excellent phone etiquette and client service skills necessary
· Prior experience in Public Accounting and, or Financial Services office preferred
· Must have at least 3 years of prior administrative assistant experience
Hours required are Monday ? Friday 9 ? 2 (25-30 Hrs/wk)
Please submit resume and salary requirements to:
resume@cputmancpa.com
