Administrative Assistant

The Administrative Assistant at Brady Martz will provide administrative support to the team, handling general office duties and assisting with various administrative tasks. The role involves managing calendars, coordinating meetings, handling correspondence, preparing tax returns and financial statements, and assisting with client contact. A key aspect of the role is maintaining confidentiality and upholding the firm's core values.

Requirements

• Assembly of tax returns and financial statements
• General administrative duties including mail and shipping preparation, filing (physical and electronic), client contact updates within software programs
• Coordinate and schedule appointments
• Prepare various written correspondences accurately and timely
• Backup to Receptionist responsibilities
• Familiarity with firm's policies, procedures, computer system and programs

Benefits

• Health insurance
• Dental insurance
• Vision insurance
• Profit-sharing plan
• 401(k) option
• Term life insurance
• Disability insurance
• Flexible spending accounts
• Flexible time off and paid leave program