Daley And Associates, LLC · 3 hours ago
Administrative Assistant
Boston, MA
Contract
Onsite
New Grad, Entry Level
$25/hr - $30/hr
0+ years expDaley And Associates, LLC is a boutique wealth management firm, currently seeking an Administrative Assistant to provide essential administrative support to the tax team during the tax filing season. The role involves organizing documents, maintaining client information, and ensuring confidentiality and data security.
BankingConsultingFinancial ServicesHuman ResourcesInsurance
Responsibilities
Receive, log, and organize incoming paper tax organizers and client documents
Accurately scan, label, and upload documents into the appropriate electronic filing systems
Enter and maintain up-to-date client information in the firm’s tax software
Coordinate with team members to ensure all files are complete and ready for review and processing
Print and distribute materials as needed to support the tax preparation workflow
Uphold strict confidentiality and data security for all client information
Qualification
Required
0–2 years of administrative experience required; background in accounting, tax, or professional services preferred
Exceptional attention to detail and accuracy
Proficient in scanning, printing, and basic computer applications, including Microsoft Outlook and Word
Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment
Demonstrates professionalism, discretion, and reliability in all interactions
Preferred
background in accounting, tax, or professional services 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.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Christyn Thatcher
CFO/COO
Hank Phillips
Principal & COO
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