Administrative Assistant

JCCS PCBozeman, MT
Onsite

About The Position

In this role, you’ll work closely with a variety of business clients while also supporting the internal accounting team. This is a part-time position, working an average of 20 hours per week, with an increased schedule of 30-40 hours per week during tax season (Feb 1 – Apr 15), and additional hours as needed to provide full-day coverage when the full-time administrative assistant is out of the office.

Requirements

  • High school diploma; higher level education, preferred, or a combination of qualifications and equivalent clerical or office experience.
  • 1+ year of administrative experience in a mid-size office, in an accounting Firm or a similar work environment.
  • Proficient in Microsoft Office, data entry, and time and billing software.
  • Competent in the use of multi-line telephone, office automated systems and a 10-key calculator.
  • Excellent planning, decision-making and organization skills, and ability to handle multiple tasks simultaneously.
  • Excellent verbal, written communication and customer service skills.
  • The ability to be self-directed and be a team member.
  • Comply with established work hours and able to work overtime when dictated by client and business needs.
  • Maintain a positive work atmosphere through communication and behaving in a manner that is courteous and respectful of clients, co-workers, supervisors and management.
  • Maintain confidentiality. Any information relating to clients, the Firm’s internal operations and staff is not to be disclosed during or after employment with JCCS.

Nice To Haves

  • higher level education, preferred

Responsibilities

  • Greet clients and others in a friendly, professional manner and answer the multi-line telephone system efficiently and direct calls appropriately. Retrieve messages from the office voice mail. Arrange for client appointments and records in automated calendar system.
  • Performs all mail duties for incoming and outgoing mail. Maintains petty cash and expense logs, handles faxing, scanning & assistance to clients when picking up their returns. Assists or prepares the daily bank deposits.
  • Sets up new client files and maintains an efficient filing system.
  • Prepares requested correspondence and assists with special project assignments including client tax organizers, tax return and financial statement assembly and other reports.
  • Troubleshoots and arranges for office equipment maintenance. Maintains adequate supplies of internal forms and other miscellaneous supplies.
  • Assists with or has full Time & Billing responsibilities that may include reconciliation of time, overtime calculation, expense coding & entering, invoicing, statements, payment processing, and all reports.
  • Run errands and handle certain housekeeping duties that include keeping the front office and employee kitchen area clean and professional in appearance.
  • Performs other duties, responsibilities and activities as assigned.
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