Office Administrative Assistant

6 days ago


Saint Charles, United States Jones, Savarese, Harrington & Company LLC Full time
Job DescriptionJob Description

Summary

Jones, Savarese, Harrington & Company LLC is medium CPA firm located in St. Charles IL. A Certified Public Accounting Firm, JSH specializes in small business accounting, taxation and consulting needs for individuals and small to medium size companies. As a growing firm in the area, we are looking for an organized and self-motivated office administrator who will be responsible for providing administrative support to our office personnel. The office administrator’s role will include working closely with our leadership team by handling clerical duties, coordinating calendars, and organizing meetings. To be successful in this position you should be detail-oriented, professional, the ability to multitask and have excellent written and verbal communication skills.

 

Position Description

The Administrative Assistant is responsible for general office tasks including scheduling, answering and routing phone calls, maintenance of client data, client files, and tax return assembly. This individual will communicate proactively to ensure deadlines and the needs of clients are met. Provides administrative support to team members and positively contributes to the office culture and client experience. This position is an excellent fir for a customer service orientated professional seeking an opportunity within a growing firm.

 

Specific Responsibilities

· Reception desk duties, greeting clients and visitors, opening and closing the office each morning.

· Client scheduling and follow up

· Screen incoming phone calls and route calls to the appropriate party

· Administrative support for all staff preparers

· Administrative support for other administrative team members as needed

· Prepare bulk mailings and client outreach

· Organize and maintain client and referral partner data base

· Organize and maintain client files, new and existing clients

· Assemble personal tax returns and send to clients as need throughout the year.

· Provide exceptional customer service

· Ensure accuracy and quality control of all work product

· Maintain confidentiality with personal and sensitive data



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