Administrative Assistant

Driven Advisors•Guaynabo, PR

About The Position

Driven Advisors is a financial advisory firm focused on helping companies and their teams identify opportunities for change and growth. The Administrative Assistant provides high-level administrative and operational support, primarily to the Tax Department. Duties include preparing reports and tax-related documents, handling information requests and correspondence, receiving visitors, and managing client telephone calls. The role also supports timely delivery and correct filing of tax documents with the relevant agencies. The position is based in an office environment under normal conditions and requires routine use of office equipment. The employee serves as a front-line representative of the company and interacts with customers, company personnel, and third parties. Success in the role requires strong English and Spanish communication, interpersonal skills, discretion, confidentiality, attention to detail, punctuality, reliability, sound judgment, and the ability to manage multiple priorities and work independently.

Requirements

Associate degree or bachelor's degree in Office Administration.
At least three years of experience in a related position.
Excellent oral and written communication skills in English and Spanish.
Excellent interpersonal skills.
Ability to handle multiple priorities and work independently, using discretion.
Effective time management, good judgment, and problem-solving skills.
Reliability, punctuality, confidentiality, attention to detail, and empathy.
Ability to understand and carry out written, oral, or diagrammed instructions and address problems involving concrete variables in standardized situations.

Responsibilities

Answer telephones and transfer calls to the appropriate staff member.
Perform general clerical duties, including photocopying, scanning, faxing, mailing, and filing.
Create and modify tax department documents, including engagement letters, proposals, and presentations.
Maintain copies of forms from governmental agencies.
Receive and distribute internal mail, and prepare and coordinate external mailings.
Monitor and support the timely delivery of tax documents to the corresponding agencies and ensure they are filed with all required documentation.
Prepare reports as needed.
Verify and send updated information to the Department of Tax Form Preparation Program for federal, state, and local matters.
Provide support to other departments and administration areas as needed.
Provide operational support to the Tax Department.
Perform other duties as assigned.