What are the responsibilities and job description for the Part-Time to Full-Time Administrative Assistant position at Fenger Financial, PLLC in Mesa/Gilbert?
PART-TIME ADMINISTRATIVE ASSISTANT
Busy Christian CPA & Financial Planning firm and Dave Ramsey ELP in Mesa (Val Vista & Southern) has an opening for an Administrative Assistant.
Opportunity for advancement to grow and develop your skills while working in a professional environment.
Description of Position:
Looking for someone with integrity and a strong work ethic in addition to the following skills:
- Preparing new account paperwork to set up brokerage accounts and annuities
- Assisting with distribution paperwork for clients
- Assembly and e-filing of income tax returns
- Answering phones and scheduling appointments
- Contacting clients and managing financial planning and tax seminars & luncheons
- Handing out tax returns and collecting payment
- Maintain office supplies and office equipment
- Prepare client files, and input clients into database
- Prepare forms for LLC set ups including filings and processing
- Processing credit card payments
- Must be willing and able to be fingerprinted by FINRA
- Other duties, as assigned
- Skills Required:
- Professional appearance
- Courteous and professional skills greeting clients
- Outgoing personality
- High level of proficiency with Microsoft Office programs (Excel, Word, Outlook)
- Ability to learn other software used in firm
- Detail oriented and exceptional organizational skills
- Ability to multi-task and work independently
- Adaptable to change and ability to learn new skills
- Previous administrative experience in a professional firm
- CPA or CFP firm experience a plus
- Knowledge of Redtail a plus
Experience:
Two years of administrative assistance in a professional business
Qualified candidate please send a cover letter and resume.
Job Type: Part-time
Pay: $14.00 - $19.00 per hour
Benefits:
- Flexible schedule
Schedule:
- 8 hour shift
Education:
- High school or equivalent (Preferred)
Experience:
- Microsoft Excel: 2 years (Preferred)
- Microsoft Powerpoint: 2 years (Preferred)
Work Location: In person
Salary : $14 - $19