Administrative Assistant | Madison Office

Position Mission

Under the direction of the Human Resources Manager, the Administrative Assistant is responsible for providing administrative support to all departments at Wegner CPAs.

Primary Duties and Responsibilities

  • Answer phones and direct calls.
  • Retrieve corporate voicemail messages and forward them to the appropriate individual.
  • Greet and assist visitors.
  • Open mail and handle appropriately (i.e., scan, stamp, place in mailbox, mail to employee’s home, etc.).
  • Handle outgoing mail and ensure it is ready for pickup by the deadline.
  • Complete daily deposits.
  • Assist other team members with completing client engagement letters, assembling client tax returns and mailing outgoing returns.
  • Create and edit letters, spreadsheets, reports and proposals.
  • Coordinate and oversee event/meeting planning, ordering catered meals and preparing training documents.
  • Manage Continued Professional Education (CPE) process.
  • Provide administrative support to Firm Administrator, Firm Accountant and HR Manager.
  • Other duties as assigned.

Required Education

High School graduate/GED required.

Skills and Experience

  • Proficient in Microsoft Office programs, particularly Word and Excel.
  • Minimum of three years of related experience preferred.
  • Strong time-management skills with the ability to multi-task and prioritize.
  • Team-player with excellent written and verbal communication skills.
  • Demonstrated efficiency in completing multiple projects within strict deadlines.

Working Conditions

Work is performed in a typical office work environment with limited exposure to physical risk.

Physical Demands

Essential demands include sitting at a desk, working on a computer for long periods of time and using a telephone to communicate with clients, staff and the general public.

Work Hours

Typical business hours are Monday through Friday from 8:00am – 5:00pm with a one-hour lunch. Additional work hours will be required during peak seasons.