Administrative Assistant - Front Office

Job Description

CPA and Investment Advisory Firm seeking an Administrative Assistant/Front Office professional to join our team


  • Greet and assist clients

  • Assemble Tax Returns

  • Plan and confirm appointments

  • Answer inbound telephone calls

  • draft correspondences and other formal documents

  • Faxes

  • Scans

  • mail

  • Perform all other office tasks


  • Must be a self -starter

  • Ability to prioritize and multitask

  • Strong attention to detail

  • Strong organization skills

  • Strong motivational skills

  • Good front office presence with excellent written and verbal communication skills

  • Experience with Microsoft applications

  • Must be able to work extended tax season hours mid-January - April 15th (or whenever tax day falls, approx 57 hours per week during this time period time and half paid for all over time)

  • Due to FINRA and SEC regulations, must be able to pass a fingerprint and background check

Company Description
CPA and Investment Advisory Firm

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