Front Desk Associate

Our Company:

Strategic Financial Services, PC is a financial concierge firm located at 81st and Yale. Our primary focus is on small to medium sized companies and medium to high net worth families.

This Opportunity Provides:

This is a rare opportunity in a small friendly office environment for someone with great administrative skillsets, organization and project implementation.

Position Overview:

This position will accompany our administration team, while learning the ins and outs of a financial concierge firm specializing in accounting and tax. They will ensure smooth running of our company’s office and contribute in driving sustainable growth. They will assist with projects such as tax return flow; tax return check-in and multiple other projects throughout the year. They will also manage a variety of administrative tasks such as answering calls, organizing mail, welcoming visitors and ensuring the rest of the staff has adequate support to work efficiently. The ideal candidate will be competent in prioritizing and working with little supervision, self-motivated and must be trustworthy and sensitive to confidential client information. This position needs to have a strong proof-reading and English writing skills, excel skills and also needs to be teachable for basic data entry in QuickBooks and other financial software.

Full Time Position: 8 am - 5 pm M-F; (40 hours a week; 1 hour lunch break)

Pay will start at $19/hour with opportunities for raises and bonuses as seen fit.

Benefits: Paid holidays, PTO, SIMPLE IRA Match; Paid Health Insurance with an HSA contribution offered

Responsibilities and Duties:

• Electronic data coordination and implementation
• Creation of excel spreadsheets
• Fast adaptability to new systems and softwares
• Welcoming visitors and providing assistance as needed
• Manage phone calls and correspondence (e-mail, letters, packages etc.)
• Manage & Set Appointments
• Assist colleagues whenever necessary
• Monitor and maintain office equipment; inventory supplies and order replacement supplies as needed
• Invoicing and bill pay
• Prepare correspondence, documentation, or presentation materials
• Submit timely reports and prepare presentations/proposals as assigned
• Tax Return Check-in (Scanning, Sorting & Processing)
• Handling highly sensitive information pertaining to personal finances
• Tidying up around the office / running & unloading the dishwasher
• Assist with marketing of the firm

Qualifications:

• Outgoing and friendly
• Well dressed and professional
• Strong computer skills
• Data entry skills
• Detail oriented and works with high degree of accuracy
• Strong time management
• Outstanding communication and interpersonal abilities
• Excellent organizational and leadership skills
• Critical thinking skills
• Strong English (Writing) and proof-reading skills

Job Type: Full-time

Pay: From $19.00 per hour

Benefits:

• Health insurance
• Paid time off
• Retirement plan

Ability to Commute:

• Tulsa, OK 74137 (Preferred)

Ability to Relocate:

• Tulsa, OK 74137: Relocate before starting work (Preferred)

Work Location: In person

Salary : $19