Jobs · Administrative · Illinois

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

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