Administrative Assistant/Client Coordinator

Ascend Partner Firms • Cheyenne, WY

1d • Onsite

About The Position

The Administrative Assistant works hand in hand with assigned Partners, supporting their day-to-day administrative needs and providing high-quality service to clients. The role includes answering calls, managing calendars and events, preparing correspondence and meeting materials, and coordinating files and mailings related to client tax returns and other documents. The position involves daily client interaction and collaboration with Partners, coworkers, and staff. Candidates should have at least three years of administrative experience in a professional office environment; tax knowledge is helpful but not required, and training is available for candidates eager to learn.

Requirements

• At least 3 years of administrative experience in a professional office environment.
• Highly organized and detail-oriented, with pride in the quality of work.
• Able to anticipate the needs of clients and Partners and follow through on client service.
• Strong verbal and written communication skills.
• Able to stay composed in stressful situations and work under pressure with deadlines.
• Able to work collaboratively with a team and on projects.
• Proficiency with Microsoft Office Suite, Adobe products, and database management systems.

Nice To Haves

• Tax-office experience.
• Some tax knowledge.
• Eagerness to learn new skills and technologies.

Responsibilities

• Answer phone calls and assist clients for assigned Partners.
• Manage calendars for assigned Partners.
• Maintain meeting arrangements, including agenda development, preparation of meeting materials, room setup, and meeting minutes.
• Maintain incoming and outgoing mail for assigned Partners.
• Draft, edit, and proofread correspondence for assigned Partners or staff.
• Track and manage the flow of files, materials, and mailings related to client tax returns and other documents.
• Provide other duties assigned by Partners and managers.
• Provide high-quality client service through daily client interaction.

Benefits

• Retirement plan.
• Health insurance.
• Dental insurance.
• Vision insurance.
• Self-managed paid time off.
• Continuing education.
• Incentives for achieving certifications and designations that bring value to the firm.
• Competitive base salary commensurate with experience.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed