Administrative Assistant - Financial Services Firm - ...

Administrative Assistant - Financial Services Firm - Woodbridge, NJ - $65k-$80kThe Company:The firm offers personalized financial services such as wealth management, tax planning, investment solutions, and asset management for high-net-worth individuals, families, institutions, etc..The Position:This is a newly created Administrative Assistant role designed to support a growing taxaccounting team, which has recently expanded. This position is essential to ensuring smooth operations, especially as the team gears up for the busy tax season. The role provides administrative support across a range of tasks, from document management to client communication, and is ideal for someone with strong organizational and prioritization skills who thrives in a professional services environment.Primary Job Functions:Support the taxaccounting team by managing document organization, client communication, billing, and administrative tasks.Scan, organize, and file documents and notices related to tax filings.Draft and send engagement letters to clients, ensuring timely communication and proper documentation.Assist in generating billing, tracking time, and ensuring that hours are logged accurately for each client.Collate tax returns, manage e-signature processes (DocuSign), and distribute finalized documents to clients.Log into relevant tax systems and assist with payment submissions as directed by the tax team.Provide ad hoc support to the taxaccounting team as needed, handling requests and ensuring effective workflow across the team.Required Skills:Preferably 2+ years experience as an administrator or coordinator in a CPA firm; candidates from other professional services environments (e.g., law firms) who are familiar with engagement letters, document handling, and client billing processes will also be considered.Understanding of basic tax terminology and processes, allowing for efficient communication and task handling within the team.Demonstrated ability to manage multiple tasks, prioritize effectively, and maintain attention to detail in a fast-paced environment.Self-starter mentality with a willingness to assist team members across a range of administrative tasks, with minimal pensation: $65,000 - $80,000 plus benefitsThe above salary range represents Advice's good faith and reasonable estimate of the possible base compensation range at the time of posting and is not reflective of the total compensation package, which may also include benefits, equity and other non-cash incentives. Please send your resume for immediate consideration to: If this particular role isn't the ideal fit, please feel free to forward your resume to the email above to explore other available opportunities. Please also feel free to share this posting with anyone in your network who might be open to learning more. Referrals are always appreciated! Advice Personnel*Celebrating 40 years as New York's trusted boutique executive recruiting & staffing firm

Created: 2024-11-09