• Administrative Assistant

    Capstone Tax & Financial
    Job Description
    Capstone Tax & Financial, Inc.
    Administrative Assistant
     
    Job Description:
     
    The primary purpose of the Administrative Assistant is to support the staff in client account service, tax preparation service, and office operation. The position is part time, 20-30 hours per week, with the possibility of full time employment.
     
    Responsibilities include, but are not limited to:
    • Greeting clients at the door and on the phone
    • Ensuring client comfort while waiting for appointment
    • Office readiness: supplies in place and in working order
    • Tax return filing and management
    • Records management - storage and destruction
    • Sending client appreciation letters, birthday cards, and gifts
    • Assistance with mailings and client events, including planning and purchasing supplies
    • Keeping the office and restrooms clean, including daily vacuuming & dusting
    • Assistance with client investment paperwork
    Required:
    • Use of Office Suite, including MS Word, Excel, and PowerPoint
    • Ability to navigate various software programs as needed
    • Background check with fingerprinting (provided by Capstone)
    Competencies:
    • Excellent Customer Service
    • Superb Organizational Skills
    • Keen regard of confidential information
    • Attention to details
    • Proper office dress and behavior
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