Administrative Assistant/Client Coordinator

Ascend Partner Firms•Cheyenne, WY
•Onsite

About The Position

The Administrative Assistant works hand in hand with assigned Partners, supporting their daily administrative needs and providing high-quality service to clients. The role includes answering phone calls, managing calendars and events, preparing meeting arrangements and materials, handling mail, drafting and proofreading correspondence, and managing the flow of client tax-return files and other documents. The position involves regular client interaction and collaboration with Partners, coworkers, and staff. Candidates should be organized, detail-oriented, dependable, comfortable working under pressure and deadlines, and eager to learn new skills and technologies. Tax knowledge is helpful but not required; training is available for an eager candidate. MHP is a regional CPA firm based in downtown Cheyenne, Wyoming, with over 100 employees. The firm emphasizes personalized client service, teamwork, employee development, and community involvement. Ascend provides partner firms with resources and support, including talent acquisition, technology, leadership, and shared back-office services.

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.
  • Ability to anticipate the needs of clients and Partners and follow through on client service.
  • Strong verbal and written communication skills.
  • Ability to stay composed in stressful situations and work under pressure and time deadlines.
  • Ability to work collaboratively with a team and on projects.
  • Proficiency with Microsoft Office Suite, Adobe products such as Reader or Professional, and database management systems.

Nice To Haves

  • Experience in a tax office.
  • Some tax knowledge.
  • Eagerness to learn; training is available.

Responsibilities

  • Answer phone calls and assist clients for assigned Partners.
  • Manage calendars for assigned Partners.
  • Maintain meeting arrangements for assigned Partners, including developing agendas, preparing meeting materials, setting up rooms, and taking 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 service through daily interaction with clients.

Benefits

  • Retirement plan.
  • Health insurance.
  • Dental insurance.
  • Vision insurance.
  • Self-managed paid time off.
  • Continuing education.
  • Incentives for achieving certifications or designations that bring value to the firm.
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