Administrative Assistant

Driven Advisors is a top-tier financial advisory firm focused on transforming the way in which companies and their teams see numbers, driving opportunities for change and growth. Our work is defined by a relentless passion to solve your most complex business problems. We focus on the future. We see the opportunities where others see limitations. 
 

Job Summary:
The Administrative Assistants are responsible for providing high-level administrative support by preparing statistical reports, handling information requests, and performing clerical functions such as preparing engagement letters, receiving visitors, preparing returns for filing, handling correspondence and telephone calls from clients.

Responsibilities:

1. Answer telephones and transfer to appropriate staff member.

2. Perform general clerical duties including, but not limited to: photocopying, scanning, faxing, mailing, and filing.

3. Create and modify documents related to the tax department such as engagement letters, proposals, and presentations, among others.

4. Maintain copies of governmental agencies forms available.

5. Receive and distribute internal mailing. Prepare and coordinate external mailing.

6. Monitor and provide support to assure that tax documents are delivered on time to the corresponding agencies and are correctly filed with all required documentation.

7. Prepare reports as needed.

8. Verify and send updated information to the Department of Tax Form Preparation Program (federal, state and local).

9. Provide support to other department's and administration areas, as necessary.

10. Provide operational support to the Tax Department.

11. Other duties as assigned.

Education, Training and/or Experience Required:

This position requires an Associate Degree or Bachelor Degree in Office Administration and a minimum of three (3) years experience in related position.

Language, Skills and Knowledge:

The employee must have excellent oral and written communication skills in English and Spanish and excellent interpersonal skills. This person operates as a key front-line representative of the company, initiating contact and interacting with customers, company personnel, and third parties. Must project a mature and well balanced personality coupled with the ability to handle multiple priorities (multi-tasking). Constructive and effective time management plus the ability to work independently and exercise discretion are necessary. Impeccable manners, punctuality, reliability, confidentiality, attention to detail and empathy are critical success factors.

Reasoning Abilities:

The employee must be able to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form, and to deal with problems involving several concrete variables in standardized situations. Must have good judgment and effective problem solving skills.

Equipment Used:

PC/laptop, telephone, calculator, photocopier, scanner, facsimile, e-mail.

Physical Demands:

The position requires normal physical effort when standing, walking, and/or using office equipment.

Work Environment:

This position usually performs in an office environment under normal conditions.

Benefits:

• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Referral program
• Retirement plan
• Tuition reimbursement
• Vision insurance

• We are an Equal Opportunity Employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. All employment decisions are based on qualifications, merit, and business needs