Lead Administrative Assistant

Jamison Hanson LLC is looking for a Lead 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:

• Lead and manage all front desk and reception operations
• Create a welcoming and professional experience for clients, visitors, and vendors
• Answer, screen, and direct incoming phone calls with exceptional customer service
• Coordinate client appointments and manage scheduling calendars
• Serve as the primary point of contact for client communications and front-office inquiries
• Oversee mail, deliveries, faxes, and office correspondence
• Maintain client records and practice management software
• Assist with new client onboarding and account setup
• Coordinate administrative workflows to ensure efficient office operations
• Support the preparation and delivery of client-ready documents and tax returns
• Monitor deadlines and help ensure projects and client requests are completed on time
• Maintain office organization, supplies, and front office procedures
• Provide administrative support to partners and team members as needed

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 available are health, dental, life, and long-term disability insurance, FSA, 401k, continuing professional education, and paid time off.

Job Type: Full-time

Pay: $20.00 - $23.00 per hour

Benefits:

• 401(k)
• Dental insurance
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Work Location: In person

Salary : $20 - $23