Administrative Assistant

Description

Serve external clients and internal team members in this adaptive role by providing office support, managing schedules and coordination of team needs, and supporting developing relationships. Experience a variety of industries and play an active role in the daily client workload alongside fellow talented team members. Each day is unique, and you will experience a collaborative work environment and potential mentorship opportunities. We are driven by the ideas and dedication of our talented professionals and are always looking to attract those with the desire to make an impact and have a rewarding career.

Responsibilities

• Sort and distribute mail.
• Draft written responses or replies by phone or e-mail when necessary.
• Respond to regularly occurring requests for information.
• Answer incoming phone calls to the office. Takes messages or fields/answers routine and non-routine questions.
• Work independently and within a team on special nonrecurring and ongoing projects.
• Act as project manager for special projects, at the request of the partner in charge, which may include planning and coordinating multiple presentations, disseminating information, coordinating direct mailings.
• Assemble and e-file tax returns. Assembles financial statements.
• Responsible for appearance of the office from front to back, lobby clean-up.
• Order supplies for office.

Requirements

• Minimum of 1 year of general office/clerical experience
• Associate degree or commensurate experience
• Ability to plan, prioritize, and organize a diversified workload
• Advanced customer service capability to provide a premier experience to clients of KerberRose

Culture and Core Values:

KerberRose Wealth Management offers a fun, supportive atmosphere of professionalism marked by a personal touch. We believe in creating an environment that encourages and supports professional and personal development. Our core values drive our culture: 

Honesty

Integrity

Respect

Balanced Life

Community Oriented

Our team members are our most valuable assets, which is why KerberRose Wealth Management team members are given frequent opportunities for achievement and recognition.

Benefits:

Mentorship and Talent Development Program Opportunities

Continuing Professional Education

Paid Time Off and Holidays

Employer Matching 401(K) & Profit Sharing Plan

Health, Dental, Vision, and Life Insurance

Flex Spending Account/Section 125 Plan

Health Care Reimbursement Account

Short-Term and Long-Term Disability

Wellness Reimbursement and Programs

Student Loan Repayment Program

Business Development Incentives

Wellness at KerberRose: 

At KerberRose, we focus on our team members physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401(k), professional development, and much more.

KerberRose is nationally recognized for its flexible workplace practices and is one of Inside Public Accounting's Top 300 firms.