Administrative Assistant/Client Coordinator

MHP•Cheyenne, WY
•Onsite

About The Position

The Administrative Assistant works hand in hand with assigned Partners, supporting their day-to-day needs and providing high-quality service to clients. The role includes answering phone calls, managing calendars and events, preparing meeting arrangements, drafting and proofreading correspondence, maintaining mail, and tracking client files and tax-return materials. The position involves daily client interaction and collaboration with Partners, coworkers, and staff. The employer is willing to train a candidate who is 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 calm in stressful situations and work under pressure with time deadlines.
  • Able to work collaboratively with a team and on projects.
  • Technology proficiency with Microsoft Office Suite, Adobe products, and database management systems.

Nice To Haves

  • Experience in a tax office.
  • 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 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.

Benefits

  • Retirement plan.
  • Health, dental, and vision insurance.
  • Self-managed paid time off.
  • Continuing education.
  • Incentives for achieving designations or certificates that bring value to the firm.
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