Administrative Assistant

 12/05/2018 - 13:45

Capstone Tax & Financial, Inc.

Administrative Assistant


Job Description:


The primary purpose of the Administrative Assistant is to support the staff in client account service, tax preparation service, and office operation. The position is part time, 20-30 hours per week, with the possibility of full time employment.


Responsibilities include, but are not limited to:

  • Greeting clients at the door and on the phone
  • Ensuring client comfort while waiting for appointment
  • Office readiness: supplies in place and in working order
  • Tax return filing and management
  • Records management - storage and destruction
  • Sending client appreciation letters, birthday cards, and gifts
  • Assistance with mailings and client events, including planning and purchasing supplies
  • Keeping the office and restrooms clean, including daily vacuuming & dusting
  • Assistance with client investment paperwork


  • Use of Office Suite, including MS Word, Excel, and PowerPoint
  • Ability to navigate various software programs as needed
  • Background check with fingerprinting (provided by Capstone)


  • Excellent Customer Service
  • Superb Organizational Skills
  • Keen regard of confidential information
  • Attention to details
  • Proper office dress and behavior


Time remaining: 41%
19/12/2018 (5 days)
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