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Daley And Associates, LLC · 3 hours ago

Administrative Assistant

Waltham, MA

Contract

Onsite

New Grad, Entry Level

$25/hr - $35/hr

Daley And Associates, LLC is a successful wealth management firm seeking an Administrative Assistant to support their tax team. The role involves managing client tax documentation and providing administrative assistance during the busy season.

BankingConsultingFinancial ServicesHuman ResourcesInsurance

Growth Opportunities

Hiring Manager

Alanna Ross

Responsibilities

Receive, log, and organize incoming paper tax organizers and client documentation

Accurately scan, label, and file documents within the firm’s electronic systems

Enter and update client information in the firm’s tax software

Collaborate with team members to ensure all files are complete and ready for review

Print, assemble, and distribute documents as needed to support the tax preparation process

Maintain strict confidentiality of all client and firm information

Qualification

Administrative experienceAttention to detailMicrosoft OutlookMicrosoft WordProfessional demeanorTask managementConfidentiality

Required

Bachelor's degree required

Previous administrative experience required

Exceptional attention to detail and accuracy

Proficient in scanning, printing, and basic computer applications, including Microsoft Outlook and Word

Ability to prioritize and manage multiple tasks in a fast-paced environment

Professional demeanor with a strong commitment to confidentiality and discretion

Preferred

Experience in a professional services, accounting, or tax environment strongly preferred

Company

Daley And Associates, LLC

Daley and Associates is a boutique executive search and contract staffing firm specializing in the placement of Accounting, Finance, Information Technology, Legal, Administrative and Life Sciences professionals.

Founded in 2005