Part-Time Administrative Assistant- Bozeman, MT jobs in United States
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The Mom Project · 5 hours ago

Part-Time Administrative Assistant- Bozeman, MT

The Mom Project is a top CPA firm in Montana that has been helping clients for over 75 years. They are seeking a Part-Time Administrative Assistant to provide administrative support, manage client interactions, and maintain office organization.

Career PlanningCommunitiesHuman ResourcesMarketplaceRecruitingWomen's

Responsibilities

Greet clients and others in a friendly, professional manner and answer the multi-line telephone system efficiently and direct calls appropriately. Retrieve messages from the office voice mail. Arrange for client appointments and records in automated calendar system
Performs all mail duties for incoming and outgoing mail. Maintains petty cash and expense logs, handles faxing, scanning & assistance to clients when picking up their returns. Assists or prepares the daily bank deposits
Sets up new client files and maintains an efficient filing system
Prepares requested correspondence and assists with special project assignments including client tax organizers, tax return and financial statement assembly and other reports
Troubleshoots and arranges for office equipment maintenance. Maintains adequate supplies of internal forms and other miscellaneous supplies
Assists with or has full Time & Billing responsibilities that may include reconciliation of time, overtime calculation, expense coding & entering, invoicing, statements, payment processing, and all reports
Run errands and handle certain housekeeping duties that include keeping the front office and employee kitchen area clean and professional in appearance
Performs other duties, responsibilities and activities as assigned

Qualification

Microsoft OfficeTimeBilling softwareData entryCustomer servicePlanning skillsSelf-directedTeam memberVerbal communicationWritten communicationOrganization skillsConfidentiality

Required

High school diploma
1+ year of administrative experience in a mid-size office, in an accounting Firm or a similar work environment
Proficient in Microsoft Office, data entry, and time and billing software
Competent in the use of multi-line telephone, office automated systems and a 10-key calculator
Excellent planning, decision-making and organization skills, and ability to handle multiple tasks simultaneously
Excellent verbal, written communication and customer service skills
The ability to be self-directed and be a team member
Comply with established work hours and able to work overtime when dictated by client and business needs
Maintain confidentiality
The selected candidate must successfully pass a background check

Preferred

Higher level education

Benefits

Medical
Dental
Vision
Profit-sharing 401(k) plan with safe harbor contributions
Minimum of 10 vacation days
Nine company-observed holidays
12 sick days
Half-day Fridays starting in May
Support, coaching and feedback from co-workers and managers
Opportunities to develop new skills and advance your career
The freedom to work in a way that lets you balance life outside of work

Company

The Mom Project

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The Mom Project is a digital talent marketplace helping women remain active in the workforce.

Funding

Current Stage
Growth Stage
Total Funding
$115.6M
Key Investors
Leeds Illuminate7GC & CoAtlanta Seed Company
2021-10-06Series C· $80M
2020-07-01Series B· $25M
2018-12-17Series A· $8M

Leadership Team

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Allison Robinson
Founder
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Company data provided by crunchbase