Front Desk Receptionist
Jamison Hanson LLC is looking for an Administrative Assistant to join our team.
Are you looking for a professional environment that allows you to thrive in your job while maintaining the lifestyle you love? Do you enjoy being part of a team that strives to deliver exceptional client service while having lots of fun together? Are you someone who likes making life easier for others? Then this job opportunity might be for you!
The Opportunity:
We are a growing firm of ambitious tax, retirement, and wealth advisors passionate about simplifying our clients’ lives by taking care of their financial headaches. Many of our services go beyond those offered by a ‘traditional’ CPA firm. We love what we do and who we get to work with, and we are looking for someone who wants to be part of our mission.
This is a great opportunity for someone who loves working with people. We desire to create an environment where each member of our team can reach their highest potential and best use their strengths, as we are always looking for ways to improve and deliver greater value for our clients. As our firm grows, there will be opportunities to move into other roles within the firm if you so desire.
In this role you will:
Greet visitors and point them in the right direction, answer inquiries, and create a welcoming environment
Screen phone calls, redirect calls, and take messages
Assembly of tax returns and other client-ready deliverables
Set up new clients
Maintain practice management software
Typing and/or editing letters, good spelling and grammar skills required
Track due dates of tax returns and other projects
Filing, copying, and scanning documents
Manage faxes and mail, routing communications to the appropriate team member
Scheduling and managing appointments
What you bring:
Computer proficiency with strong knowledge of Microsoft Office Suite
Ability to manage multiple tasks and be organized
Ability to type 40+ wpm
Ability to work independently as well as under direction from other team members
At least 2 years’ experience in Administration position
Must be detail orientated.
Firm benefits include health, dental, vision, life, and long-term disability insurance, FSA, 401k, continuing professional education, and paid time off.
Interested? Let’s talk! Please send your resume or call us at 503-391-1040 and ask for Emily Selby to schedule an initial conversation to see if we might be a fit!
Job Type: Full-time
Pay: $17.00 - $21.00 per hour
Benefits:
401(k)
Dental insurance
Flexible spending account
Health insurance
Life insurance
Paid time off
Vision insurance
Work Location: In person