HR/Operations Assistant | Madison Office

Are you looking for a setting that gives you the opportunity to work with professionals at all levels in a variety of business areas?  Advance your knowledge in human resources, recruiting, payroll processing, event planning, production reporting, meeting and travel coordination and more!

Position Mission

Under the direction of the Human Resources Manager, the Administrative Assistant is responsible for providing administrative support to the HR Manager, Firm Accountant, Firm Administrator and Managing Partner at Wegner CPAs.

Primary Duties and Responsibilities

  1. Coordinating the on-boarding process, including orientation schedules, new hire packets, employee personnel & benefit files, and facilitating prep for new hire arrival.
  2. Processing benefit enrollments and preparing for the new hire benefit enrollment meeting. Handling benefit terminations and COBRA notices.
  3. Assisting with the firm’s Annual Benefit Open Enrollment process and restocking of benefit materials for the new plan year.
  4. Assisting with the processing of semi-monthly payroll.
  5. Preparing monthly Net Production, Staff Production and A/R and WIP Reports, including data entry and analysis. Generating other reports as requested by the Firm Administrator.
  6. Participating in the coordination of student recruiting events and activities at college campuses, as well as Student visits to the office. Tracking events and key contacts for each school.
  7. Registering and scheduling all Continuing Professional Education (CPE) and conferences, as well as handling conference and client travel for accounting professionals.
  8. Firm event planning, i.e. Annual Holiday Party, Tax Season Catering and Activities, and Tax Season End Party.
  9. Annual renewals of employee CPA Licenses and Memberships.
  10. Calendar management and meeting/conference call scheduling for firm-wide meetings as needed.
  11. Serve as a back-up at the front desk during vacations and during busy season when needed.
  12. Administrative projects as needed.

Required Education

High School Diploma or GED required.  Associate’s Degree in Business or a related field is preferred.

Required Skills and Experience

  • Two to four years of experience directly related to the duties and responsibilities
  • Highly proficient in Microsoft Office Suite-specifically Word & Excel
  • Proven record of excellent interpersonal skills – ability to work with staff at all levels
  • Must be able to demonstrate exceptional customer service practices
  • Demonstrated time management skills, ability to multi-task and prioritize, and remain calm in a fast paced environment
  • Strong verbal and written communication skills
  • Strong attention to detail
  • Ability to think innovatively and make suggestions for improvements
  • High level of confidentiality and professionalism

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 internal and external clients and the general public.

Work Hours

Business hours Monday through Friday, 8:00 am – 5:00 pm. Additional work hours may be expected due to the department’s increased work volumes during peak seasons.