What are the responsibilities and job description for the Assistant position at Newlander Financial?
Company Description
Newlander Financial is committed to delivering personalized tax and accounting solutions that empower individuals and businesses to achieve financial clarity and confidence. Our team of skilled professionals assists clients with proactive strategies tailored to their unique needs. At Newlander Financial, we take pride in creating solutions that ensure your financial numbers work in your favor, helping you thrive and succeed.
Role Description
This is a full-time, on-site Assistant role located in West Palm Beach, FL. The Assistant will be responsible for supporting daily operations, managing administrative tasks, scheduling, organizing documentation, and providing direct support to team members and clients. The role requires a proactive approach to maintaining office efficiency and ensuring a high level of client service.
Qualifications
- Proficiency in administrative tasks, such as scheduling, organization, and file management
- Strong communication and interpersonal skills for client interaction and team collaboration
- Ability to multitask, prioritize responsibilities, and maintain attention to detail
- Proficiency with office software, such as Microsoft Office Suite and other organizational tools
- Professional demeanor, reliability, and a proactive attitude
- Experience in financial or accounting environments is a plus
- High school diploma.