Administrative Specialist

Job Title: Administrative Specialist
Company: Elevated Advisory and Accounting
Location: Kalispell Office

Join Our Team as a Full-Time Administrative Specialist!

Are you looking to grow your administrative and accounting skills in a supportive, dynamic environment? Do you love staying organized, solving problems, and delivering excellent service? If so, we’d love to meet you!

At Elevated Advisory and Accounting, we foster a collaborative, transparent culture where everyone has the chance to thrive. We’re seeking a full-time Administrative Specialist to help keep our day-to-day operations running smoothly while also having the growth mentality to take on accounting tasks and stretch your skill set.

This is an ideal opportunity for someone eager to build a long-term career blending operations with accounting. Whether you're building your experience or looking to grow with a forward-thinking firm, this role offers structure, support, and clear opportunities to evolve into more specialized work over time.

What You’ll Do

This is a blended role, combining essential daily admin work with accounting support. Your responsibilities will include:

• Data Entry & Bookkeeping: Maintain accurate financial and operational data, including helping with our monthly invoicing process.


• Managing Elevated’s Internal Books: With training and support, take on bookkeeping as a future growth opportunity to step into the accounting world.


• Prospective Client Scheduling: Manage our firm’s calendar for new client calls and onboarding, ensuring a seamless first experience.


• Client Communications: Be the welcoming first point of contact for scheduling and general questions.


• Mail & Records: Sort and process inbound and outbound mail, scan documents, and maintain organized digital records.


• Bank Deposits: Make timely deposits to keep firm finances current.


• Main Phone Line: Answer and route calls professionally.


• Office Organization: Keep our office neat and welcoming for clients and team members.


• Other Duties as Assigned: Pitch in on projects and operational tasks as needs arise.

What We’re Looking For

• Balance & Prioritization: Someone who can juggle both admin and accounting work — and stay committed to critical daily admin needs even as they grow into accounting responsibilities.


• Organization & Detail: You love keeping things precise and running smoothly.


• Strong Communication: Clear, friendly, and professional — in person, over the phone, and via email.


• Customer Service Focus: Dedicated to creating a great experience for clients and colleagues alike.


• Adaptability: Comfortable wearing many hats in a growing firm.


• Integrity & Discretion: Especially when handling sensitive financial or payroll information.

Qualifications

• Strong written and verbal communication skills.


• Proficiency in Microsoft Office, G Suite, and QuickBooks (Online and Desktop).


• Highly organized, detail-oriented, and able to handle confidential information with care.

Why Join Elevated?

We live by our core values:
Integrity, Transparency, Adaptability, Authenticity, and Dedication.

At Elevated, we take pride in fostering a workplace where you can grow and be yourself while making a real impact. This role starts as full-time (35–40 hours/week) and offers long-term growth into areas like bookkeeping, payroll, and operations leadership — at a pace that works for you.

We do regular reviews (at 1 month, 3 months, 6 months, and annually) to support your development and recognize your contributions.

Compensation & Benefits

• Hourly Rate: $24/hour DOE


• Bonus: Performance-based bonus tied to personal and firm success


• Phone Reimbursement: $35/month


• Schedule: Full-time, flexible within core hours


• Paid Holidays: 7 paid holidays immediately upon start


• Health Insurance: Eligible after 3 months for employee-only coverage (50% of premium paid by employer)


• PTO: Begins accruing at 3 months at a rate of 0.027 per hour worked (equivalent to 7 full 8-hour days/year)


• Retirement: SIMPLE IRA with up to 3% employer match after 3 months


• Unpaid Leave: Available as needed, with advance approval

If you're ready to join a supportive, professional, and growing team where you can expand your skills and build a career, Elevated is the place for you.

Apply Today

Send us your resume and a short cover letter telling us why this role feels like the right fit. We can't wait to hear from you!