Adams, Brown, Beran and Ball, Chtd.
Office Assistant
Job Description
FLSA Status: Nonexempt
Position Summary
Located in our WaKeeney office. The individual in this position performs a variety of administrative functions to support the daily business activities of the firm such as filing, maintaining records, scheduling appointments, and answering the telephone. He/she follows organization and department procedures to complete tasks in a timely manner. A certain degree of creativity and latitude is required. Experience with QuickBooks and Microsoft Office is a plus.
Major Duties and Responsibilities
· Answers telephone and transmits telephone messages accurately and promptly
· Greets clients and visitors as soon as they arrive in the office in a prompt, professional and friendly manner
· Prepares various documents as requested accurately and timely using word processing and spreadsheet programs
· Manages outgoing mail and distributes incoming mail
· Organizes and coordinates clients’ data, producing a quality and professional final product
· Typing, proofing and copying payroll taxes and other forms
· Keeps conference room, reception area, work area and kitchen neat and orderly
· Schedules and coordinates meetings
· Maintains the tracking system for tax returns
· Coordinates direct mail projects
· May coordinate purchasing or deliveries of services or items with outside vendors
· May coordinate events for the office
· May coordinate client events and/or community relations activities (in cooperation with Marketing staff)
· May coordinate various projects and special roles/responsibilities for the firm or office
· Performs other duties as assigned
Desired Skills, Abilities and Characteristics
· Ability to maintain confidentiality of firm and client information
· Effectively communicate through oral and written means
· Client service oriented
· Ability to perform several tasks concurrently with ease and professionalism
· Excellent organizational skills and attention to detail
· Ability to operate a multi-line telephone system
· Pleasant telephone voice
· Ability to use office equipment including a computer, copier, printer and fax machine
· Ability to work well with others
Working Environment
Adams, Brown, Beran, & Ball, Chtd. promotes a flexible work environment with a deep commitment to technology and modern work arrangements. Our offices are open from 8:00 a.m. – 5:00 p.m. Monday through Friday through tax season and close at noon on Fridays outside of tax season. We are closed on major holidays, offer substantial paid-time-off, a comprehensive benefit package, competitive pay structure, and a culture of growth, clarity, and respect.