Reception/executive Assistant
2 months ago
**Be the Face of Excellence at Allworth & Associates**
Are you a highly organized and personable professional looking for a pivotal role in a respected firm? Allworth & Associates, a leader in Assurance, Accounting, Tax Preparation, and other services since 1994, is seeking a Receptionist/Executive Assistant to be the welcoming face and efficient right hand of our dynamic team.
**About Us**:
For three decades, Allworth & Associates has been a beacon of financial expertise. Our commitment to exceptional service and personalized client care has established us as a trusted name in the industry. Join a company that values professionalism, innovation, and a positive workplace culture.
**Why Join Us?**
- **Reputation for Excellence**: Become a part of a renowned firm known for its high standards and client satisfaction.
- **Career Development**: We support your growth with training opportunities and professional development.[DA1]
- **Friendly Work Environment**: Enjoy a collaborative atmosphere where every team member's role is appreciated.
- **Client Interaction**: Play a crucial role in creating a positive first impression for our clients.
- **Balanced Work Life**: Benefit from a workplace that values your personal and professional well-being.
**Key Responsibilities**:
- Serve as the first point of contact for clients, visitors, and calls, providing a warm and professional welcome.
- Manage the executive's schedule, appointments, and correspondence efficiently.
- Assist in preparing documents, reports, and presentations.
- Assembling tax returns and year end reporting packages
- Scanning, copying, and archiving documents to a virtual filing system
- Coordinate meetings, events
- Maintain office supplies and ensure the office space is neat and presentable.
- Support various administrative tasks and contribute to a smooth office operation.
**Qualifications**:
- Proven experience as a receptionist, executive assistant, or in a similar administrative role.
- Exceptional organizational and multitasking skills.
- Excellent verbal and written communication abilities.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
- Familiarity with Sage 50, Quickbooks, and Caseware Working Papers would be an asset
- Professional demeanor with a positive attitude and strong interpersonal skills.
- Ability to handle confidential information with discretion.
- Extended hours during personal tax season and occasionally as the volume of work and deadlines require
**Allworth & Associates - Your Trusted Partner in Financial Excellence Since 1994**
**Job Types**: Full-time, Permanent
Pay: $45,000.00-$55,000.00 per year
**Experience**:
- Microsoft Office: 2 years (required)
- Front desk: 2 years (required)
Work Location: In person
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