Administrative Assistant

Monotelo Advisors

Über

Benefits:

Job Type: Seasonal
Pay: $ $17.00/hour
Hours: Monday-Friday 8am – 5pm Saturdays 8am – 1pm Opportunity for Overtime
Experience & Requirements

Minimum of a High School Diploma.
Must be able to multitask, stay organized, and communicate professionally with clients and team members.
Must demonstrate respect for client privacy and adhere to confidentiality protocols.
Must pass a background check.
Minimum 2 years of office experience, including answering phone calls and direct client interaction.
Basic understanding of business operations.
Proficiency in Microsoft Word, Excel, Outlook, Zoom.
Bonus: Experience with QuickBooks, tax software, or familiarity with the tax industry.
Comfortable using office technology (scanners, printers, copiers).
Must have reliable transportation.

General Duties

Handle phone calls, emails, and other basic office communications.
Maintain a clean and organized workspace, ensuring sensitive documents are secured daily.

Tasks

Answer and manage phone calls for both Gillespie and Carlinville offices.
Schedule client appointments and manage the calendar.
Facilitate client appointments related to tax return preparation, document drop-offs, and pick-ups.
Learn the basics of tax return processing.
Support small business services during downtime to aid in tax preparation.
Train to manage client interactions, primarily with small business clients.
Organize and process incoming/outgoing client documents.
Ensure all documentation is scanned and uploaded into client software.
Assist with bookkeeping, payroll, and sales tax services.
Occasional travel to the Carlinville Office to work or check the mailbox.

Hinweis für Nutzer

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