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Fort & Schlegel CPA

Receptionist/Administrative Assistant

Entry-Level JobVerifiedNo experience needed

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What they do

A Receptionist greets and directs customers or visitors that come in to an office or business, and answers and directs incoming phone calls. Deals with mail or courier services. May schedule appointments or meeting rooms, gather patient information, or assist with filing or other administrative support work.

$34,323 / year median in Iowa

+3% projected growth

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Job Description

Trailhead CPA is looking for a friendly, organized, and dependable Receptionist / Administrative Assistant to join our Emmetsburg office. This is an important client-facing position. You'll often be the first person our clients speak with or see when they contact the firm, so we're looking for someone who enjoys working with people and can provide a welcoming, professional experience while keeping the office organized and running smoothly. What You'll Do Greet clients and visitors and make them feel welcome Answer and route incoming phone calls and emails Schedule client appointments and assist with calendars Assist with client billing, invoicing, and accounts receivable Provide administrative support to the Managing Partner and other team members Prepare correspondence, client documents, engagement letters, and other materials Scan, organize, file, and maintain client records Assist with assembling and processing tax returns and client deliverables Coordinate incoming and outgoing mail and deliveries Follow up with clients for documents and other information Maintain office supplies and help coordinate day-to-day office needs Assist with special projects and other administrative responsibilities as needed Who We're Looking For We'd like to find someone who is: Friendly and professional
  • you enjoy working with clients and helping people Organized
  • you can keep track of multiple tasks, deadlines, and follow-ups Detail-oriented
  • accuracy matters in an accounting firm Dependable
  • your coworkers and clients can count on you Proactive
  • you see what needs to be done and take ownership of it Comfortable with technology
  • including Microsoft Word, Excel, Outlook, and the ability to learn new software Discreet
  • you understand the importance of protecting confidential client information Previous receptionist, administrative, billing, bookkeeping, banking, or customer-service experience would be helpful, but accounting experience is not required .
We're willing to train the right person who has a strong work ethic and a desire to learn. Why Join Trailhead CPA? This isn't just a position answering phones. We're looking for someone who can become an important part of our Emmetsburg team, build relationships with our clients, and take ownership of the administrative side of the office. You'll work closely with our Managing Partner and accounting professionals and have the opportunity to grow your responsibilities as you learn the firm.
Location:
Emmetsburg, Iowa Position:
Receptionist /
Administrative Assistant Work Location:
In person Interested? Send us your resume and a brief introduction telling us why you'd be a good fit for Trailhead CPA. We look forward to hearing from you.
Pay:
$16.00
  • $20.
00 per hour
Benefits:
401(k) 401(k) matching Dental insurance Health insurance Life insurance Paid time off Professional development assistance Retirement plan Tuition reimbursement Vision insurance
Work Location:
In person