We are seeking a part-time Office Assistant for our Buffalo, MN office. The Office & Assembly Assistant provides daily support to office staff, making and distributing photocopies, mailing letters/packages, ordering supplies, and more. S/he is also responsible for the administrative review and assembly of financial statements, tax returns and other client deliverables. Office & Assembly Assistant will conduct any and all administrative and office-related tasks as directed by office or administrative leadership.
Work Activities & Accountabilities
The below functions reflect the general details necessary to describe the essential work activities and accountabilities of this position and are not all inclusive. Other activities may be assigned.
Administrative : Performs full administrative duties and routine office functions, as requested. Schedule appointments/meetings for office personnel and conference room calendars including reservations of office equipment and resources. Performs various word processing and spreadsheet tasks with accuracy and in compliance as assigned. Facilitate daily mail duties, collection and distribution to include receiving and sending packages.
Assembly : Is responsible for administrative review and timely assembly of financial statements, tax returns and other client deliverables, focusing on attention to detail and overall product presentation.
Data Entry/Recordkeeping : Collects and organizes information/data for reports, correspondence, spreadsheets and presentations. Scans documents into computerized systems according to the established paperless process.
Reception : Performs relief receptionist functions including answering and transferring calls on a multi-line telephone system, caring for routine client inquiries, receiving and directing visitors in a friendly and professional manner.
Technical Competencies : Proficiency in Microsoft (MS) Windows and Office Products is necessary. Regular use of MS Word, MS Excel, MS Outlook, MS PowerPoint, STAR, and Adobe. Knowledge of QuickBooks preferred.
CliftonLarsonAllen LLP (CLA) is a professional services firm delivering integrated wealth advisory, outsourcing and public accounting capabilities to help enhance our clients’ enterprise value and assist them in growing and managing their related personal assets – all the way from startup to succession and beyond. Our professionals are immersed in the industries they serve and have specialized kn...owledge of their operating and regulatory environments. With over 4,400 people, 100 US locations and a global affiliation, we bring a wide array of solutions to help clients in all markets, foreign and domestic. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.
We are deeply invested in the success of our professionals and provide innovative career-building opportunities. At CLA, we aim to positively impact the clients we serve, the people we employ, the profession we represent and the communities we call home.
CLA is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law.