What are the responsibilities and job description for the Front Desk Administrative Assistant position at Modern Wealth Tax Services, LLC?
Overview
We are seeking a dedicated Front Desk Administrative Assistant to join our team. The ideal candidate will be the first point of contact for our clients, providing exceptional customer service and administrative support.
If you enjoy working in a dynamic, fast-paced, goal-oriented team environment, then this is the opportunity for you!
Company
The Modern Wealth Management team is built with experts specializing in financial planning, tax planning and preparation, estate planning, investment management and more. We strive to provide our clients with the confidence and freedom from financial stress and time to spend doing the things they love.
Duties
- Perform clerical tasks such as greeting clients, answering phones, scanning, purchasing and maintaining office supplies, revenue collection and documentation.
- Assemble tax returns and supporting documents. Filter and manage incoming documents, emails and correspondence.
- Run weekly reports to track project progress and communicate updates.
- Maintain project tracking systems and databases.
- Assist managers and the director in maintaining their calendars, scheduling appointments, and coordinating upcoming events and meetings. Ensure timely communication and reminders regarding deadlines.
- Maintain a tidy and organized front desk area.
- Administrative support to all current and future team members.
Experience and Requirements
- Minimum of 3 years as a front desk personnel.
- Previous experience in a CPA or Wealth Management firm preferred.
- Must be highly organized and have attention to detail.
- Must have excellent communication and client service skills as this is a client facing position.
- Experience with Thomson Reuters tax products helpful, but not necessary.
- Experience with SalesForce and SharePoint helpful, but not necessary.
- Excellent time management skills to handle multiple tasks efficiently.
To Apply
E-mail your resume to Cindy James at cindy.james@modwm.com
Job Type: Full-time
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Schedule:
- 8 hour shift
Ability to Relocate:
- Mooresville, IN 46158: Relocate before starting work (Required)
Work Location: In person