We are seeking an Office Assistant for our Milwaukee, WI office. You will be responsible for providing daily support to the office including welcoming guests, providing office concierge services, data entry into business systems, creating printed documents and client deliverables and meeting coordination.
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 administrative duties including entering data and transactions into business systems. Perform various word processing and spreadsheet tasks with accuracy and in compliance as assigned.
Meetings/Trainings : Coordinate conference space and proactively checks need for reserving meeting space for upcoming office meetings, meeting materials, and food arrangements.
Data Entry/Recordkeeping: Collects and organizes information/data for reports, correspondence, spreadsheets, and presentations in preparation for internal and external meetings. Scans documents into computerized systems according to the established paperless process.
Client Support : Assists with creating and assembling client deliverables upon request. Assists with tax information intake and processing.
Office Concierge : Greets and welcomes guests and callers, providing assistance 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.
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.