Administrative Assistant
Monotelo Advisors Inc · Gillespie, IL · 2 mo ago
On-siteAdministrative$15.5–$18/hrFull-time
Benefits
- 401(k)
- 401(k) matching
- Competitive salary
- Paid time off
Pay
$15.50 - $18.00/hour
Schedule
- Monday–Friday: 8:00 AM – 5:00 PM
- Saturdays: 8:00 AM – 1:00 PM
- Opportunity for overtime
Requirements
- Minimum of a high school diploma
- Must pass a background check
- Minimum 2 years of office experience, including answering phone calls and direct client interaction
- Basic understanding of business operations
- Proficiency in Microsoft Word, Excel, Outlook, and Zoom
- Comfortable using office technology (scanners, printers, copiers)
- Must have reliable transportation
- Bonus: Experience with QuickBooks, tax software, or familiarity with the tax industry
Skills
- Ability to multitask and stay organized
- Professional communication with clients and team members
- Respect for client privacy and adherence to confidentiality protocols
Responsibilities
- Handle phone calls, emails, and other basic office communications
- Maintain a clean and organized workspace, ensuring sensitive documents are secured daily
- Answer and manage phone calls for both Gillespie and Carlinville offices
- Schedule client appointments and manage the calendar
- Facilitate client appointments related to tax return preparation, document drop-offs, and pick-ups
- Learn the basics of tax return processing
- Support small business services during downtime to aid in tax preparation
- Train to manage client interactions, primarily with small business clients
- Organize and process incoming/outgoing client documents
- Ensure all documentation is scanned and uploaded into client software
- Assist with bookkeeping, payroll, and sales tax services
- Occasional travel to the Carlinville Office to work or check the mailbox