What are the responsibilities and job description for the Administrative Assistant position at Diversified Tax, LLC?
Administrative Assistant
Diversified, LLC, a leading Tax, Financial Planning and Registered Investment Advisory (RIA) firm with offices in West Chester, PA, Wilmington, DE, and Wayne, PA, seeks a capable and energetic professional for our office in West Chester, PA.
The candidate must be an accountable, self-reliant team member who is comfortable both working independently and with a collaborative Tax Team. The candidate must be able to juggle multiple projects or tasks at once and be prepared to take on something new with only a moment's notice. Responsibilities will include:
The perfect candidate must:
· Be interested in a long-term position in a fast-growing company with a family-oriented, caring environment.
· Handle a variety of tasks simultaneously.
· Anticipate needs by always thinking ahead.
· Thrive in a fast-paced environment. Practice diligently follows through and is extremely detail oriented.
· Manage day to day activities, as well as special projects.
· Have first class client communication skills.
Some of the responsibilities include:
· Scheduling client meetings.
· Updating client relationship management software and workflow software.
· Helping support our tax team.
· Greeting clients and answering the phone.
· Distribution of incoming mail.
· Processing tax returns using Ultra Tax software.
· Scanning and Organizing tax files.
· Assisting with client meeting preparation.
· Providing prompt and courteous service to clients.
· Helping with back-office responsibilities.
· Performing other related duties as assigned or required.
· Invoicing clients to services.
Position Requirements:
· Comfortable in a fast paced, high volume environment
· World-class organizational and communication skills
· World-class time management skills
Job Type: Full Time
Job Type: Full-time
Pay: $35,000.00 - $50,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Disability insurance
- Health insurance
- Life insurance
- Paid time off
- Paid training
- Vision insurance
Schedule:
- Monday to Friday
Supplemental Pay:
- Bonus pay
Ability to commute/relocate:
- West Chester, PA 19380: Reliably commute or planning to relocate before starting work (Required)
Experience:
- Microsoft Office: 1 year (Preferred)
- Customer Service 1 year (Preferred)
Work Location: Hybrid remote outside of tax season in West Chester, PA 19380
Job Type: Full-time
Pay: $35,000.00 - $50,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Schedule:
- Monday to Friday
Work Location: Hybrid remote in West Chester, PA 19380
Salary : $35,000 - $50,000
