Daley And Associates, LLC · 7 hours ago
Office Assistant
Newton, MA
Contract
Onsite
Entry Level
$25/hr - $30/hr
3+ years expDaley And Associates, LLC is a highly successful wealth management firm located in Newton, MA, seeking an Office Assistant to provide administrative support to their tax team during the upcoming tax season. The role involves preparing documents, data entry, updating client information, and ensuring efficient daily operations.
BankingConsultingFinancial ServicesHuman ResourcesInsurance
Responsibilities
Provide general administrative support to ensure the team’s workflow remains efficient during peak season
Assist the tax team with preparation and organization of tax documents and client files
Maintain and update databases and filing systems with accuracy and confidentiality
Support the team in data entry and basic report generation as needed
Help track deadlines and ensure timely submission of required documents
Uphold strict confidentiality standards to protect sensitive client information
Qualification
Required
Bachelor's degree (required)
1+ years of administrative experience in professional services
Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
Excellent communication (written and verbal) and interpersonal skills
Strong organizational skills with keen attention to detail
Ability to handle sensitive and confidential information professionally
Positive attitude and willingness to support the team as needed
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.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Christyn Thatcher
CFO/COO
Hank Phillips
Principal & COO
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