Administrative / Financial Services Assistant

Job Description

Job Description

Benefits :

401(k)

Bonus based on performance

Competitive salary

Health insurance

Opportunity for advancement

Paid time off

Training & development

Vision insurance

Administrative / Financial Services Assistant

We are looking for a candidate with a strong background in office administration for accounting & financial services.

The Administrative / Financial Services Assistant plays a critical role in supporting the Ethos CPA team and Financial Advisor(s) in providing high-quality administrative, compliance, and client service support. This role combines support for both the accounting and financial areas that Ethos CPA provides for our clients. We are looking for a person who will work well in a team environment and have an openness to learn and grow in their accounting and financial knowledge, as well as their customer service skills.

Position & Benefits :

Full-Time, Salaried Position

8 : 30 5 pm

Company Paid Medical & Vision Insurance

401k & Employer Contributions

Bonuses Twice Annually

Company paid training seminars

Duties & Responsibilities :

First point of contact for clients via phone and in person. Handling inquiries and questions, providing basic information to clients and directing their requests to Accountants

Manage phone calls, eMails and in person requests

Process client payments, mailings, ShareFile information and documents with detail, organization, and consistency.

Team Focused to assist office in all capacities

Gather sensitive client information, open & maintain client accounts utilizing office-specific software, ensure paperwork &

documentation is accurate and compliant with firm and industry regulations.

Prepare letters, forms, reports, and spreadsheets to support Financial Advisor activities

Utilize office software to maintain client records, documents, instructions, and interactions.

Assist with marketing efforts, coordinate and oversee client events, support business and client growth

Develop relationships with multiple clients

Skills :

Effective and direct communication skills to interact with team members & clients

Strong knowledge & understanding of accounting & financial verbage

Highly organized and methodized in workflow, with a working knowledge of Microsoft Office and Excel, as well as ability to learn new software

Ability to prioritize and adjust as unexpected clients needs arise, as well as be an exceptional at multi-tasking

Works well in a team environment, as well as independently completing assigned tasks on time

High integrity and discretion are imperative

Willingness to ask for help & ability to apply constructive feedback

Requirements :

Relevant experience in accounting & / or financial areas that can be utilized to build skills

Must be able to pass a background check, as well as fingerprinting