Administrative Assistant at CAPTRUST Financial Advisors

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Full Time

Start Date

Immediate

Expiry Date

12 Feb, 26

Salary

60000.0

Posted On

14 Nov, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Administrative Support, Tax Processing, CCH Autoflow, CCH Axcess, DocuSign, Client Communication, MS Office, Confidentiality, Professionalism, Scheduling, Document Management, Event Planning, Front Desk Management, Team Collaboration, Problem Solving, Attention to Detail

Industry

Financial Services

Description

Overview WHO are we looking for? CAPTRUST is seeking an Administrative Assistant who will provide general support to the Tax Department and Managing Directors with a variety of activities and related tasks. This is a full-time permanent position, working Monday through Thursday from 8:30 a.m. – 5:30 p.m. and Friday from 8:30 a.m. – 4:00 p.m. in our Boston, MA office location. Responsibilities Provide support to the Managing Directors and Tax Director in the following areas but not limited to: Prepare and distribute tax engagement letters and tax organizers to clients Process client tax source documents and scan using CCH Autoflow software program Process various types of tax returns using CCH Axcess tax program and deliver tax returns using DocuSign program Process, scan, mail and track estimated tax payment filings including online filing Actively monitor and download incoming K-1’s Process and distribute client K-1’s Receive, monitor and distribute taxing authority communications Monitor e-File acceptance and file accordingly Maintain multiple tax filing compliance logs Other Administrative Responsibilities: Provide back-up assistance to the primary front desk administrator in the following area but not limited to: Greet office guests in a professional, friendly, and hospitable manner Answer phone calls with a welcoming and positive demeanor; ensure phone calls are directed to the appropriate team member Type correspondence, reports, and other documents Scan documents for electronic storage; assist with movement of documents into electronic systems Assist in scheduling, calendaring, and confirming tasks, activities, and appointments Prepare conference rooms for meetings, and clean conference rooms after each meeting Maintain an orderly and clean lobby, front desk, conference rooms and break room areas Coordinate maintenance of office equipment and equipment supplies Assist with planning and preparation of client events and employee events Back up for front desk administrative associate, as needed Perform a variety of administrative duties as assigned Qualifications Minimum Qualifications: Associates degree preferred and a minimum of 2 years of relevant experience and/or training, or equivalent combination of education and experience Working knowledge of CCH ProSystem Fx Excellent phone etiquette, verbal, and written communication skills Proficient in MS Office (Word, Excel, Outlook, Power Point) Desired Qualifications/Skills: Impeccable ability to maintain confidentiality and integrity Serve clients with the highest professionalism, and maintain a strong commitment to provide quality service WHAT can you expect from your career at CAPTRUST? Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth. Our Employee Benefits Package shows how much we value our team. Some benefits include: Company discretionary bonus Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods. Paid time off (PTO) or Paid Sick Leave (PSL) Compensation range (depending on location and experience): $50,000.00-$60,000.00 WHERE will you be working? One Liberty Square, 13th Floor | Boston, MA Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite HOW do we build a world class organization one brick at a time? We make it a priority to hire those who have a commitment to service, a real interest in other people, and a burning need to improve continuously. Simply put: the difference at CAPTRUST is the quality of our people and the depth of our bench. If you are ready to make your mark, we want to talk to you. Are you the next brick? To get it done the CAPTRUST Way, an individual should exhibit the following characteristics: Ability to build successful, collaborative, and trusting relationships Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges Inherent desire to give back to our communities and enrich the lives of those around us An other-centered mindset Integrity through maintaining objectivity EEO/Diversity Statement: At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported. It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws. #associate This position will remain open until filled.

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Responsibilities

The Administrative Assistant will provide general support to the Tax Department and Managing Directors, including preparing tax engagement letters and processing tax returns. Additional responsibilities include front desk support and maintaining office organization.