Website WegnerCPAs Wegner CPAs
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.
How will you achieve this mission?
• 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.
• Provide administrative support to Firm Administrator, Firm Accountant and HR Manager.
• Other duties as assigned.
Wegner provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.
