Administrative Assistant

Administrative Assistant

HBK is growing, now a Top 50 accounting firm according to Accounting Today magazine and a Top 100 registered investment advisory according to Financial Advisor Magazine. Our hundreds of collaborating professionals have created and foster thousands of close, caring, supportive client relationships. 

Growth requires talent, so we continue to seek capable, dedicated professionals in all aspects of financial services. Our recruits choose their career paths. We want you to excel in your career as part of a dynamic team, and we provide the support and the resources to help you succeed. The breadth and depth of experience we offer you is unique in the marketplace. 

We are entrepreneurs working with entrepreneurs, owners working with people who are owners of small and mid-size businesses, the heartbeat of our country. We are more consultants than number crunchers, an influence in our communities as well as our clients and their finances. When we go home at night, we know we’ve made something happen for our clients. If you want a career that is all about helping people, you’re the kind of person we’re looking for. Please read on to discover if you could see yourself joining the HBK Family as our newest Administrative Assistant.

QUALIFICATIONS

• High School Diploma or GED required
• Office experience or training required
• Receptionist experience required, at a high-end service provider (Law Firm, CPA Firm, etc.) preferred

ESSENTIAL FUNCTIONS:

• Be prompt, efficient and complete when carrying out all tasks assigned by supervisors.
• Be courteous, pleasant, and helpful at all times.
• Maintain a neat and organized work environment.
• Manage records and files in an organized manner.
• Maintain strict confidentiality of all clients and firm business.
• Maintain good communication with supervisors to ensure work is performed accurately and efficiently.
• Work overtime during tax season and as needed throughout the rest of the year.
• Type financial statements, tax returns, correspondence, and other projects.
• Assist with inventory, ordering and receipt of office supplies, internal forms, and checklists.
• Answer phones in a professional manner, providing answers when possible and transferring calls or taking messages when needed.
• Open and close office location facility when needed.
• Deliver all in-coming mail and collect out-going mail in time for daily delivery.
• Assist with preparation of engagement letters
• Schedule meetings and appointments/arrange travel
• Proficient in the Microsoft Office Suite
• Knowledge of STAR Practice Management and CCH Axcess is a plus
• Follow firm procedures and comply with firm policies as outlined in the Human Resource Manual.

BENEFITS WE OFFER:

• Competitive Compensation
• Lucrative New Business & Employee Referral Bonuses
• Anniversary Bonus
• Paid Time Off
• 401(k) plan with company match and profit sharing
• Medical, dental, and vision insurance
• Company Paid Life Insurance
• Affordable Short- & Long-Term Disability Insurance
• Affordable Accidental and Critical Illness Insurance
• 9 Paid holidays
• Annual Performance Reviews
• And Much More…

HBK provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

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