🛠 Tech Stack

💼 About This Role

You'll provide day-to-day administrative support to the firm's administrative team and leadership, handling tasks like formatting financial statements, preparing mailings, and processing tax returns. Your core impact is ensuring efficient administrative workflows and maintaining accurate, confidential client information. This role offers flexibility and growth opportunities in a collaborative corporate environment.

🎯 What You'll Do

• Format financial statements and supporting documentation
• Prepare professional mailings, bindings, and presentation materials
• Process tax returns and related administrative workflows
• Manage internal requests through the administrative ticketing system

📋 Requirements

• 2+ years of administrative experience in a professional office environment
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)
• Strong organizational and time management skills
• Ability to manage multiple priorities and meet deadlines

✨ Nice to Have

• 2-year degree preferred
• Administrative operations and organizational support experience
• Collaborative mindset with a proactive approach

🎁 Benefits & Perks

• 🏖️ Flexible work schedules
• 🏥 Health, Dental, Vision, Life, Long-Term Disability
• 💰 401K
• 🌴 Paid Time Off and Volunteer Time Off
• ⚖️ Work-Life Balance Culture

📨 Hiring Process

Estimated timeline: 1-2 weeks · AI estimate

1. 1Recruiter Call· 15 min
2. 2Hiring Manager Interview· 30 min
3. 3Offer· N/A