Closed: Now Hiring Administrative Assistant

Closed: Now Hiring Administrative Assistant

02/3/2022 Tags: Careers, Announcements


We are a busy, full-service accounting firm looking for an administrative assistant with three to five years of experience as an executive assistant or other relevant administrative support experience.

  • An in-depth understanding of entire MS Office suite
  • Ability to organize a daily workload by priorities
  • Must be able to meet deadlines in a fast-paced quickly changing environment
  • A proactive approach to problem-solving with strong decision-making skills
  • Professional-level verbal and written communications skills
  • Time management
  • Ability to multitask and stay organized
  • Good at problem-solving and decision-making
  • Proactivity and self-direction
  • Ability to work in fast pace environment
  • Answer phones/transfer calls
  • Greet clients when needed
  • Make reminder calls
  • Pull files for the next day's appointments
  • Assist administrative team in the filing of client and billing information
  • Run daily errands as assigned
  • Mail out engagement letters and follow up on receipt of engagement letters
  • Process tax returns, process check
  • Record and monitor CPE for all staff
  • Enter new clients and drop clients
  • Back up for other administrative assistants

Our CPAs, accountants, financial advisors, associates, and support staff love solving problems and providing our clients with personalized financial strategies. And we want to keep adding to our all-star roster.

But why would you want to talk to us about this position?

We offer:

  • Great pay, benefits, and flexibility.
  • The chance to work remotely.
  • A supportive, team environment.
  • A family-oriented firm in respect to work/life balance.
  • Continuing professional education paid by firm.
  • A wide array of services to give you the chance to specialize in an area that interests you.
  • Clearly communicated values.
  • Other highly experienced, knowledgeable co-workers who are happy to help.

Submit your resume and cover letter today!

ABOUT US

When you work for Casey Peterson, LTD, you are part of a committed group of professionals who provide quality services that exceed our clients’ expectations. It begins with our team of qualified individuals and the core values we share as a firm, including people first, honesty and integrity, committed to excellence, innovative problem solving, and enthusiasm.

Our CPAs, accountants, and financial experts all believe we should do more than just provide a professional service. We think it is our duty to be good neighbors and to have a positive impact on the communities where we live and work.

And when you are a part of our amazing communities — with incredible recreation opportunities, great schools, and down-to-earth people — it is easy to honor those commitments.



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DON'T LIKE NUMBERS? WE DO.

At Casey Peterson, LTD, we understand not everyone loves the complexities of accounting like we do. That's what sets us apart from the rest. Our CPAs, accountants, and financial advisors truly love numbers, solving problems, and creating business and financial strategies for our clients.

We’re looking for clients who believe in good customer service — clients who want CPAs, accountants, and financial advisors who are big-picture thinkers and ethical problem solvers. We’re looking for relationships, not transactions.

If you want the same, we should talk.

Contact Us