Cavanaugh & Co ยท 1 day ago
Administrative Assistant (Seasonal)
Sarasota, FL
Full-time
Onsite
New Grad, Entry Level
$20/hr - $20/hrCavanaugh & Co, LLP is seeking a full-time, on-site Seasonal Administrative Assistant to help support our Sarasota office. The successful candidate will provide excellent customer service and support the firm's administrative processes in a deadline-driven environment.
AccountingFinancial ServicesWealth Management
Responsibilities
Greet client and visitors warmly, ensuring they feel welcomed and attended to promptly
Accept and receive payments
Utilize the firm's software systems to look up client information and other research
Coordinates the pick-up, and delivery of tax materials
Provide customer support via phone, email, and in person, maintaining excellent phone etiquette
Maintain a clean and organized front desk area to promote a welcoming environment
Post and mail miscellaneous documents, tax materials, invoices, and IRS correspondence as necessary
You will have training and work alongside another dynamic administrative assistant
Additional tasks as needed
Qualification
Required
Proficiency in Administrative Assistance and Clerical Skills to support office operations efficiently
Strong Phone Etiquette and Communication skills, both written and verbal
Detail-oriented and highly organized with the ability to manage multiple tasks in a fast-paced environment
Strong computer skills including proficiency in Microsoft Office (Word, Excel, Outlook)
Adaptability and ability to work collaboratively in a team environment
Comfortable with client interactions in person and by phone
Adhere and uphold company policies and procedures
Ability to maintain confidentiality and discretion
Preferred
Prior experience in administrative roles is preferred
Company
Cavanaugh & Co
Cavanaugh & Co is an accounting firm that provides financial planning, auditing, taxation and wealth management services.
Founded in 1974
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase