Benefits:

Simple IRA (matching)

Bonus based on performance

Dental insurance

Health insurance

Opportunity for advancement

Paid time off

Training & development

Vision insurance

Seeking an administrative assistant for a busy CPA firm located on the Northwest side of Indianapolis. This position involves a variety of responsibilities and requires strong organizational skills. We are looking for a motivated and experienced individual with the ability and willingness to manage the administrative duties associated with tracking and onboarding new clients as well as assisting with ensuring a good client experience for existing clients and be a team player in a fast-paced, deadline driven environment.

Essential Duties & Responsibilities:

Client communication via phone and email

Manage online client portal data

Track processes to ensure a smooth onboarding experience

Organize/assemble data and contact clients to deliver information

Contact clients on current and past due accounts

Provide back-up on phones to answer and direct calls

Administrative support: data entry, proofreading, & preparing client correspondence

Assist staff as needed

Requirements:

Must be proficient in all MS Office products

Must possess very strong, customer service interpersonal skills

Strong written and verbal communication skills

Must be organized and able to multi-task effectively

Reliable and able to work weekdays from 8am-5pm (extra hours required during tax season)

Previous work in a CPA office/administrative role (preferred)

Bachelor's Degree (preferred)

Experience with the administrative side of investment advisory services (preferred)