Opsahl Dawson · 11 hours ago
Administrative Assistant
Ascend is a company dedicated to transforming the public accounting experience for professionals. They are seeking an Administrative Assistant I to support daily operations, perform various administrative tasks, and engage with clients while fostering a positive office environment.
AccountingConsultingFinanceFinancial ServicesProfessional Services
Responsibilities
Perform front desk duties such as greeting clients, answering phones, handling incoming/outgoing packages and mail, scanning and running errands
Maintain knowledge of general practices to properly serve clients (ex: billing policy minimums for new clients, understanding tax forms and lingo)
Process paper and electronic assembly/delivery of tax returns/documents according to firm policy
Communicate project deadlines, status updates and workflow questions
Assist with daily cash deposits and take client payments as necessary
Maintain safe and organized office environment, maintaining neat and orderly presentation to employees and client’s comfort and accessibility. (ex: conference room organization and cleanliness)
Assist with internal firm snacks, meals and events
Keep up tax return in-office paper scan shelf
Maintain cleanliness of shared kitchen space - opening and closing duties (ex: unload and run dishwasher; monitor fridge cleanliness - communicate with staff as needed)
Complete batch client communications as assigned (ex: not in calls, 8879 calls)
Support Firm professionals and Admin Teams
Other special projects as assigned
Qualification
Required
High school diploma or equivalent
3+ years of administrative support experience
Advanced working knowledge of Microsoft Office Suite
Ability to handle confidential material in a reliable manner
Commitment to providing exceptional service, both internally and externally
Will require some overtime hours during busy season
Preferred
Bachelor's degree
Experience with CCH
Experience working in a public accounting firm or professional services environment
Benefits
Unlimited PTO
Medical, Dental, Vision, & Voluntary Insurance Options
401(k) Matching
12 Paid Holidays
$500 annual Vacation Incentive
Commitment to Professional Development
Company
Opsahl Dawson
Opsahl Dawson renders tax planning, financial statements, bookkeeping, estate, IRS representation, business entity and acquisition services.
Funding
Current Stage
Growth StageRecent News
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