Signal Tree Financial Partners LLC · 7 hours ago
Administrative Assistant
Mayfield Heights, OH
Full-time
Onsite
New Grad, Entry Level
$40K/yr - $50K/yrSignal Tree Financial Partners LLC is seeking a highly organized and detail-oriented Administrative Assistant to join their dynamic team. This role is essential for ensuring the smooth operation of the office and delivering an exceptional client experience.
Financial Services
Responsibilities
Answer and direct phone calls in a courteous and professional manner
Greet clients and provide a welcoming environment
Schedule appointments and manage calendars
Accurately enter client information into software systems
Organize and maintain files and records
Assemble and e-file tax returns
Prepare and process invoices
Qualification
Required
Highly organized
Client-focused
Detail-oriented
Proficiency in Microsoft Word, Excel, and Outlook
Exceptional organizational skills and attention to detail
Ability to prioritize tasks and manage time effectively
Strong problem-solving skills
Ability to work independently and as part of a team
High level of professionalism and confidentiality
Excellent verbal and written communication skills
Accurately enter client information into software systems
Organize and maintain files and records
Assemble and e-file tax returns
Prepare and process invoices
Preferred
Previous experience as an administrative assistant or related role
Experience in an accounting office is a plus
High school diploma or equivalent; associate's degree or higher preferred
Benefits
Paid time off and holidays
Healthcare
Retirement Plan
Professional development and training opportunities
Supportive, team-oriented work environment
Company
Signal Tree Financial Partners LLC
Signal Tree Financial Partners, LLC is an independent registered investment adviser dedicated to providing clients with high-quality financial advice and personalized service.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Jeff Rovnak, CFP®
Chief Executive Officer
Company data provided by crunchbase