Administrative Assistant - Watertown, Lake Mills, & Sullivan

Responsibilities Include:

• Opens and closes office areas at beginning and end of day.
• Handles phone calls.
• Maintains calendars and schedules.
• Handles correspondence and incoming mail, including e-mail.
• Opens mail containing client payments and prepares initial deposit as well as take deposit to bank.
• Responsible for copier and printer maintenance.
• Handles administrative digital processing, copying, and binding of financial statements.
• Provides digital drafts of all client engagement letters to engagement leaders for edit and approval. Once approved, finalizes and mails.
• Types various correspondence, copies, assembles, and mails, prepares priority mail, UPS, and FedEx.
• Processes outgoing mail and takes to mailbox (or Post Office if needed), and makes deliveries if needed.
• Handles administrative processing of all firm proposals and other miscellaneous reports.
• Process all incoming invoices and accounts payable.
• Helps with administrative tax processing of income tax returns.
• Assists the Firm Administrator with marketing projects.
• Administrative processing of billings including acting as back-up for posting monthly billings.
• Handles all CPE registrations and correspondence.
• Handles ordering of office supplies and miscellaneous purchases as well as maintaining office supply inventory.
• Other duties as requested.

Qualifications, Skills and Experience and Personal Attributes:

• Previous Accounting, Financial, Legal, or Medical Office Experience.
• Working toward Associate’s or Bachelor’s Degree qualification.
• Developing technical knowledge.
• Strong interpersonal and relationship building skills.
• Team player with a positive – ‘can do’ approach.
• Strong communication skills.
• A general and growing knowledge of firm products and services.
• A general understanding of market trends including opportunities, global and local business initiatives.
• Willing to work late nights two days a week (Jan. - April) and Saturdays.

Job Type: Full-time

Pay: $13.00 - $15.00 per hour

Benefits:

• Dental insurance
• Health insurance
• Paid time off
• Retirement plan
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday
• Overtime
• Weekend availability

Supplemental pay types:

• Bonus pay

COVID-19 considerations:
Masks are optional.

Application Question(s):

• Are you willing to work up to two nights per week and daytime hours on Saturdays during the busy tax season (Late Jan. to Apr.)?

Education:

• Associate (Preferred)

Experience:

• Microsoft Office: 1 year (Preferred)
• Customer Service: 1 year (Preferred)

Work Location: One location