What are the responsibilities and job description for the Administrative Assistant Part-Time position at Steel Ledger Advisors?
Key Responsibilities
· Data entry, scanning
· Gathering tax documents
· Answering phone and reaching out to clients
· Ad Hoc projects
Job Description
The Administrative Assistant will perform a variety of administrative tasks to support the office. The Administrative Assistant’s responsibilities include data entry, compiling tax documents, following up on requests from clients, and following up on emails and voicemails. The Administrative Assistant position will require excellent organization and communication skills, and the ability to prioritize multiple tasks. Part-Time position located in Glen Mills, PA on Thursdays and Fridays, 8-10 hours a week (flexible hours) with an opportunity to grow into a full time position.
Other Responsibilities include
· Screen and direct phone calls and distribute correspondence in priority
· Assist with organizing and maintain the office filing system, especially during tax season
· Reach out to clients for missing documentation,
· Prepare client letters as needed
· Remain up to date with client needs, reminders and follow-ups for
· Updating client files to document or engagement
· Special Projects as required
· Act as a backup for administrative staff if necessary
· Basic understanding of Microsoft Office Word & Excel
Salary: $20 per hour
Salary : $20