Administrative Assistant

Job Description

SBW & Associates, PC is a full-service accounting firm located in northwest Wyoming. Our Powell office is seeking to hire a part-time Administrative Assistant to join our team. The Administrative Assistant position is a highly technical and detail-oriented position. The position is 20 hours/week May - December and 40 /- a week January - April. If you are hard-working, have the strong ability to multi-task and stay organized, truly enjoy helping others, and naturally express a joyful disposition, please submit your resume and cover letter stating your interest and past work experience. To learn more about our firm, please visit www.sbwcpas.net.

Our Mission: We serve our clients' accounting needs through professional experience, innovative technology and quality service to enhance their well-being and peace of mind.

Our Vision: We envision a future for the leadership, staff and clients of SBW that includes…

• Balance: Creating healthier balance in work, life and service, for our team and for our community.
• Clear Expectations: Within the firm and with our clients, clearly communicating our expectations to achieve better outcomes.
• Leadership: Being leaders in our industry and in our community, and our firm will celebrate leadership at all levels.
• Empowerment: Our teams will be empowered to fully use their skills and talents, and our clients will be empowered to make the best decisions possible.
• Strategy: We commit to making decisions and responding to situations following our vision and our priorities.
• Unity: We will move forward with a cohesive team of SBW leaders, staff and clients.

Noteworthy Mentions:

· We go above and beyond for our clients. We not only prepare their tax returns, we are proactive in the industry, stay on-top of all the new laws and legislation, implement new and efficient technologies and securities, and educate our clients to assist them with decision making regarding themselves and/or their businesses. We see ourselves as partners with our clients and have found that they find a lot of value in the advisory services we provide.

Summary

Perform routine clerical and administrative functions in a high traffic environment such as: drafting correspondence, scheduling appointments and reminders, organizing and maintaining paper and electronic files, printing, processing and e-filing tax returns, providing information to callers/visitors, clients, co-workers and partners, maintaining professional office appearance, ordering and re-stocking office supplies, and running errands for the office.

Essential Duties and Responsibilities include the following. Other duties may be assigned.

· Answer telephones and greet visitors. Handle inquiries by providing information or directing them to the appropriate individuals according to their needs. If necessary, take messages or transfer calls to appropriate individuals.

· Use computers for various applications, such as database management, word processing and processing of tax returns.

· Draft correspondence for the firm according to industry standards, including internal memorandums and client business letters.

· Create, maintain, and enter information into databases, as directed.

· Set up and manage paper or electronic filing systems, recording information, updating paperwork, or maintaining documents, such as client files, tax returns, correspondence, or other material.

· Maintain outstanding tax return list monthly.

· Operate office equipment, such as fax machines, copiers, or phone systems and arrange for repairs when equipment malfunctions.

· Maintain scheduling and event calendars.

· Schedule and confirm appointments for clients, co-workers, or partners.

· Make copies, file, scan or shred, if appropriate, correspondence or other printed material.

· Maintain professional office functionality and appearance by cleaning, organizing and stocking supplies.

· Prepare company mailings and run errands, as directed.

Competencies

To perform the job successfully, an individual should demonstrate the following competencies:

Job Knowledge/Use of Technology - Competent in required job skills and knowledge; exhibits ability to learn and apply new skills; keeps abreast of current developments; requires minimal supervision; displays understanding of how job relates to others; uses resources effectively; adapts to new technologies; troubleshoots technological problems; keeps technical skills up to date.

Customer Service - Manages difficult or emotional client situations; responds promptly to client needs; solicits client feedback to improve service; responds to requests for service and assistance; meets commitments.

Cooperation/Initiative - Establishes and maintains effective relations; exhibits tact and consideration; readily offers assistance and support to co-workers; works cooperatively in group situations; works actively to resolve conflicts; undertakes self-development activities; seeks increased responsibilities; asks for help when needed.

Communication/Ethics - Speaks clearly and persuasively in positive or negative situations; listens and gets clarification; responds well to questions; participates in meetings; treats people with respect; keeps commitments; inspires the trust of others; works with integrity and principles; upholds organizational values.

Organizational Support - Follows policies and procedures; completes administrative tasks correctly and on time; supports organization's goals and values.

Adaptability - Adapts to changes in the work environment; manages competing demands; changes approach or method to best fit the situation; able to deal with frequent change, delays, or unexpected events.

Personal Appearance - Dresses appropriately for position; keeps self well groomed.

Attendance/Punctuality - Is consistently at work and on time; ensures work responsibilities are covered when absent; arrives at meetings and appointments on time.

Dependability - Follows instructions, responds to management direction; takes responsibility for own actions; keeps commitments; commits to long hours of work when necessary to reach goals.; completes tasks on time or notifies appropriate person with an alternate plan.

Quality/Quantity - Demonstrates accuracy and thoroughness; looks for ways to improve and promote quality; applies feedback to improve performance; monitors own work to ensure quality; prioritizes and plans work activities; uses time efficiently; meets productivity standards; completes work in timely manner; strives to increase productivity; works quickly.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience

High school diploma or general education degree (GED); and at least 1 year of related experience and/or training required.

Language Skills

Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence, including drafting and typing client letters, according to industry standards. Ability to effectively present information in one-on-one and small group situations to clients, co-workers and partners.

Mathematical Skills

Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.

Reasoning Ability

Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.

Computer Skills

To perform this job successfully, an individual should have working knowledge of Appointment scheduling, Word processing, Spreadsheet, Database and Tax/Accounting software.

Physical Demands/Work Environment

The physical demands and work environment characteristics described here are representative of those that must be met and are typically encountered by an employee while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The employee is regularly required to sit, talk and hear. The employee is frequently required to use hands to finger, handle, or feel. The employee is occasionally required to stand; walk; reach with hands and arms; climb or balance and stoop, kneel, crouch, or crawl. The employee must regularly lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, color vision and ability to adjust focus.

The noise level in the work environment is usually moderate.

Job Type: Part-time

Pay: $15.00 - $19.00 per hour

Expected hours: 20 – 40 per week

Benefits:

• 401(k)
• 401(k) matching

Schedule:

• Monday to Friday

Experience:

• Office: 2 years (Preferred)

Work Location: In person

Salary : $15 - $19