OVERVIEW
Responsible for client service functions for the front desk. Provides high-level administrative support for team members by handling information requests, performing clerical functions, and completing special projects. Creates a welcoming and professional atmosphere by being proactive, optimistic, and supportive. Be flexible to meet the needs of clients and firm. Seasonal overtime is required.
OUR TEAM MEMBER EXPERIENCE
At CDS, our team members are appreciated for their unique talents and contributions, and are our most valuable resource. We provide meaningful and challenging client and firm projects, career advancement opportunities, continuous learning experiences and a flexible, positive work environment.
We offer competitive salaries based on experience and skill set. Recent graduates are welcome!
RESPONSIBILITIES
- First point of contact and resource for clients
- Responsible for answering phones, client service, maintaining a welcoming environment for clients
- Awareness of team members schedules
- Schedule appointments and maintain calendars
- Update and maintain client data
- Process incoming and outgoing mail, UPS, and other mailings as assigned
- Perform administrative functions such as filing, typing, copying, binding, scanning, etc.
- Distribute newsletters and faxes
- Process 1099s and W2s, tax returns, financial statements, and audit reports
- Manage information with the highest level of confidentiality
- Manage and prioritize multiple projects
- Client phone call reminders
- Assist with projects from other offices as assigned
- Run occasional errands
- Light cleaning and organization of front areas, conference rooms, etc.
- Encompass the CDS values: integrity, quality, collaboration, innovation, and kindness
- Attend Continuing Professional Education to develop your interpersonal skills and professional expertise
- Perform other duties as assigned
QUALIFICATIONS
- AA degree and/or experience as an Administrative Assistant
- Detail oriented
- Effective, timely, and professional communication skills
- Flexible team player who is also able to work independently
- Ability to maintain confidentiality
- Desire to continue to develop and enhance skills
- Exceptional time management skills, ability to organize and prioritize projects and meet deadlines
- Optimistic
- Strong computer aptitude
OUR CULTURE
- Ample career advancement opportunities
- Frequent partner interaction
- Challenging work with a variety of clients
- Flexible, team-oriented work environment
- Year-round training to assist with rapid skill development
- Volunteering is encouraged
- Fun events including social activities, annual golf outing, community service projects, and more!
- Core values of integrity, quality, collaboration, innovation, and kindness
- Mentor program
BENEFITS
- Personal Days Off
- Holidays
- Flexible schedule (including half day Fridays in the summer)
- Flexible dress code
- Group health insurance
- Life, Disability, and AD & D insurance
- 401(k) plan, including a matching program
- Cafeteria plan
- Continuing professional education
- Dues & licensing
- CPA exam support
- Employee referral program
- Business Development referral program
- Longevity bonus
