CliftonLarsonAllen, a top 10 national CPA firm with more than 50 years of experience of providing excellent service to our clients and great career opportunities for our people, wants you to join our team! At CliftonLarsonAllen, you will gain the experiences and training needed for you to build a great career in your chosen industry. We develop outstanding professionals and leaders who grow with our firm and who help our firm grow.
This position provides administrative support to clients and firm personnel in a timely and professional manner.
Essential Duties and Responsibilities:
§ Perform receptionist duties including answering and transferring calls on a multi-line telephone system, caring for routine client inquiries, communicating messages to partners, managers and staff in order to respond to client needs in a timely basis. Receiving and directing clients/visitors in a friendly and courteous manner.
§ Interacts with clients and personnel in an efficient, courteous, and professional manner.
§ Schedules appointments/meetings for partners, managers and staff. Proactively verify and fulfill meeting material needs (i.e., agenda, presentation, meal arrangements).
§ Facilitate daily mail duties, collection and distribution to include receiving and sending packages/shipments.
§ Maintain a working knowledge/competency of appropriate systems applications utilized by firm, including Word, Adobe, Excel, PowerPoint and Outlook.
§ Perform full administrative duties including accounts receivable, accounts payable, purchasing of office supplies and other routine office functions.
§ Assist in preparing and finalization of distributing client billing in accordance with the monthly deadline.
§ Prepare, in draft form, routine correspondence as requested and organize workload to comply with deadlines and priorities established by the partners.
§ Monitor and coordinate gathering of various forms and documents necessary for efficient set up of client files.
§ Assemble tax returns and financial statements. Record and mail extensions. Complete various tax mailings.
§ Assist in set up and arrangements for staff meetings, social outings and all office, firm and partner meetings.
§ Conduct new hire orientation and ensure paperwork is properly completed.
§ Coordinate learning sessions including registrations, scheduling and room set-up with technology equipment.
§ Work as a team member in attaining needs of the office and the firm in its entirety.
§ Perform other duties as assigned including, but not limited to, scanning, copying, filing, shredding, cleaning files, effectively maintaining file rooms/resources/documents in accordance with firm policy and procedures.
§ Willingness to work overtime January April and other times as workload dictates. RequirementsRequired Education and/or Experience:
§ High School Diploma required; Administrative or Secretarial coursework/degree preferred.
§ 3 years of administrative/secretarial experience.
§ Technical competency in Windows 2000/XP/7 Operating Systems, MS Office, Internet Explorer and MS Outlook Software.
Required Skills and Knowledge:
§ Demonstrate strong professional relationships including key interaction with clients and firm personnel.
§ Effective time management and organizational skills.
§ Promotes continuous improvement in approach to work.
§ strong verbal/written communication/interpersonal skills and attention to detail.
§ Ability to work effectively under pressure while maintaining a professional demeanor.
§ Ability to maintain confidentiality.
We want you to have an exceptional career, with challenging projects, continuous improvement, and leadership opportunities. To learn more about how CliftonLarsonAllen is noticeably different, please visit our website at www.cliftonlarsonallen.com.
CliftonLarsonAllen LLP, an Equal Opportunity Employer, is committed to an inclusive work environment and values the perspectives of our people.
Country: USA, State: Minnesota, City: Alexandria, Company: CliftonLarsonAllen.
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