Administrative Assistant

The Administrative Assistant is responsible for providing administrative support to the team at Brady Martz and Associates. This position will handle general office duties, such as managing calendars, coordinating meetings, and handling correspondence. The Administrative Assistant will also assist with various other administrative tasks and projects as needed. 

Essential Position Responsibilities: 

• Professionally manage front desk responsibilities including answering and directing incoming calls, greeting clients and guests, and maintaining a welcoming office environment 

• Assembly of tax returns and financial statements, producing quality and consistent product 

• General administrative duties include mail and shipping preparation, filing (physical and electronic), client contact updates within software programs 

• Coordinate and schedule appointments 

• Prepare various written correspondences accurately and timely 

• Become familiar with the firm’s policies, procedures, computer system and programs 

• Contribute to team effort by accomplishing other administrative duties as needed 

Keys to Success: 

• Efficient use of standard technology including Microsoft Office applications 

• Attention to detail and strong problem-solving skills 

• Establish and maintain effective working relationship with co-workers and clients 

• Interpersonal and customer service skills 

• The ability to maintain and protect confidentiality 

• Operates in a manner consistent with the Firm’s core values 

• Administrative experience in a professional setting 

• Strong technology skills including Microsoft Office applications 

• Ability to work on multiple projects and meet deadlines 

• Ability to communicate clearly in writing and verbally 

• Team player 

• Ability to think innovatively 

Health insurance; dental insurance; vision insurance; an employer funded profit-sharing plan with a 401(k) option (upon meeting eligibility requirements), group term life insurance, disability insurance, flexible spending accounts and a flexible time off and paid leave program.