Professional Administrator

Location: Avon, IN
Date Posted: 09-06-2018
We are assisting Donovan CPA's in Avon, Indiana with their search for a full-time employee to serve in the position of Professional Administrator.  The position requires a person to provide exceptional customer service to clients and professional staff. 

Essential Duties and Responsibilities: 
  • Communicate with clients in person, via phone, email, fax, portal or letters
  • Assists in production and distribution of mailings including certified mailings and UPS
  • Serves as client information delivery and receipt point, including presenting tax forms and obtaining signatures as necessary
  • Handles special administrative projects, as well as overflow work from other administrative staff
  • Daily assists in securing the building
  • All other duties as assigned
  • Back up to the Front Desk Coordinator
  • Greets and directs all clients, visitors, vendors
  • Answer phone calls, forwarding the call accordingly, and be   responsible for the company’s voicemail
  • Schedules appointments for professional staff o Daily verify staff appointments
  • Orders office supplies 
  • Responds to client requests for additional documents to be emailed, sent via the portal, faxed or mailed in a timely manner

Due to the nature of an accounting firm, this position requires overtime, including Saturdays, from January through April 15 of each year.

  • Full Time Monday through Friday 8 – 5
  • Excellent verbal and written communication, organizational and teamwork skills 
  • Excellent attitude
  • Enjoys working in a team environment
  • A strong attention to detail
  • Able to multi-task in a high pace work environment
  • Technology driven
  • Microsoft Word, Excel and Outlook skills
  • Time management skills
  • Ability to work to a schedule and meet deadlines
  • Ability to work well with all levels of management, staff and clients 

Jack Wolfe
Wolfe and Associates, Inc.
P 317.622.1186 Fax: 317.429.0448
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