Job Description

Office Assistant

Adams Brown specializes in serving clients in industries including construction and real estate, healthcare, agriculture, manufacturing, closely held business and local government. We offer holistic tax, accounting, payroll, audit, advisory, business transition & valuation, technology and wealth management services to clients throughout the nation. With office locations throughout the Central U.S., we serve a diverse range of clients with tailored solutions to help them reach their financial goals.

The individual in this position performs a variety of administrative functions to support the daily business activities of the firm such as filing, maintaining records, scheduling appointments, and answering the telephone. The Office Assistant follows organization and department procedures to complete tasks in a timely manner. A certain degree of creativity and latitude is required.

Major Duties and Responsibilities:

• Answers telephone and transmits telephone messages accurately and promptly
• Greets clients and visitors as soon as they arrive in the office in a prompt, professional and friendly manner
• Prepares various documents as requested accurately and timely using word processing and spreadsheet programs
• Manages outgoing mail and distributes incoming mail
• Organizes and coordinates clients data, producing a quality and professional final product
• Typing, proofing, and copying payroll taxes and other forms
• Keeps conference room, reception area, work area and kitchen neat and orderly
• Schedules and coordinates meetings
• Maintains the tracking system for tax returns
• Coordinates direct mail projects
• May coordinate purchasing or deliveries of services or items with outside vendors
• May coordinate events for the office
• May coordinate client events and/or community relations activities (in cooperation with Marketing staff)
• May coordinate various projects and special roles/responsibilities for the firm or office
• Performs other duties as assigned

Desired Skills, Abilities and Characteristics:

• Ability to maintain confidentiality of firm and client information
• Effectively communicate through verbal and written means
• Client service oriented
• Ability to perform several tasks concurrently with ease and professionalism
• Excellent organizational skills and attention to detail
• Ability to operate a multi-line telephone system
• Pleasant telephone voice
• Ability to use office equipment including a computer, copier, printer, and fax machine
• Ability to work well with others

Adams Brown, LLC promotes a flexible work environment with a deep commitment to technology and modern work arrangements. Our offices are open from 8:00 a.m. 5:00 p.m. Monday through Friday through tax season and close at noon on Fridays outside of tax season. We are closed on major holidays, offer substantial paid-time-off, a comprehensive benefit package, competitive pay structure, and a culture of growth, clarity, and respect.

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