
Administrative Assistant
- Whitefish, MT
- Permanent
- Part-time
- Support, coaching and feedback from co-workers and managers.
- Opportunities to develop new skills and advance your career.
- The freedom to work in a way that lets you balance life outside of work.
- 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.
- 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.