Seeking a highly motivated, detail-oriented individual for a full-time role of Office Assistant position at a growing financial services firm. The candidate will be responsible for a number of general office and operational duties. You will assist the Office Manager with accounts payable and payroll when needed, as well as provide back up to other Administrative Associates.

Office Assistant Responsibilities:

• Managing the filing system.
• Updating paperwork, creating, maintaining and verifying documents in Client Management Systems.
• Performing general office clerk duties such as handling incoming phone calls, greeting clients and visitors.
• Maintaining office equipment as needed.
• Helping organize and maintain common office areas.

Other responsibilities:

• Support Office Manager.

○ Work with an outside bookkeeper for payroll and accounts payables.
○ Prepare and submit bi-weekly payroll, including tracking and paying commissions;
printing all payroll reports.
○ Maintain payroll records, vacation, sick time, payroll deductions
○ Invoice management.
○ Maintain a safe and operational work environment.

Qualifications and Skills:

• High school diploma or associate’s degree.
• Ability to handle sensitive and confidential information.
• Ability to write clearly and help with word processing when necessary.
• Great communication skills.
• Ability to work well under limited supervision.

Experience working in a financially related field, customer service, and/or general accounting skills a plus. Candidates must have excellent communication, problem-solving, planning, and organizational skills. You must have strong computer skills and working knowledge of MS Word and Excel. Also, you must be a self-starter with the ability to work independently, handle sensitive information and maintain confidentiality.

We offer a competitive compensation and benefits package.

Job Type: Full-time

Pay: $40,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Health savings account
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Ability to Relocate:

• Oshkosh, WI 54904: Relocate before starting work (Required)

Work Location: In person