We are seeking a seasonalClient Service Assistant for our Peoria office. This high energy individual will provide administrative and client service support to principals, managers, and staff. The individual also ensures that timely and courteous service is provided to all clients and firm personnel.
Perform full administrative duties, including typing memorandums, correspondence, documents and reports, usually from rough draft, as well as editing for grammar, punctuation, and spelling as needed.
Prepare routine correspondence as requested and organize workload to comply with deadlines and priorities established by the principals.
Maintain a working knowledge/competency of appropriate systems applications utilized by firm, including Word, Adobe, Excel, PowerPoint, and Outlook.
Assemble tax returns as needed.
Assist in preparing and distributing client billing on a timely monthly basis.
Answer phones and communicate messages to principals, managers, and staff to resolve client questions on a timely basis.
Schedule appointments/meetings for principals, managers, and staff, including making necessary travel arrangements and proactively checking need for meeting materials (i.e., agenda, presentation, food arrangements).
Interact with clients in an efficient, courteous, and professional manner.
Work as a team member in meeting the needs of the industry/service group.
Monitor and coordinate gathering of various forms and documents for set up of client files efficiently.
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.