ATLAS Navigators, LLC is an accounting, tax and consulting firm that is looking for someone who fits our culture, vision, work ethic and team. ATLAS stands for Advisors That Listen And Serve and our people strive to embody that saying every day. We are a solutions-based firm that keeps a positive space, always. ATLAS seeks to add value to our clients, our people, and our culture, inside and outside of our office walls. If you are looking for a company that will invest, motivate, and inspire you to aim high, ATLAS is it.
The Marion ATLAS location is seeking an Administrative Assistant to join our team! This is an exciting opportunity to join a family of firms across multiple states with a lot of room for advancement.
OBJECTIVE/FUNCTION:
The Administrative Assistant will work under the supervision of Managers and/or Partners at our Westminster office. The Administrative Assistant will support the firm’s clients in the duties listed below and support the staff they work with.
PRINCIPAL DUTIES:
- Utilize Microsoft Office, including Excel and Word, on a regular basis.
- Work with firm-wide computer software and programs.
- Answer and manage phone calls using a multi-line phone system.
- Greet and interact professionally with clients.
- Schedule and manage appointments and calendars.
- Prepare and send outgoing mail, including occasional trips to the post office.
- Maintain office supplies, track inventory, and ensure general office upkeep.
- Generate and distribute weekly reports.
- Assign incoming projects and assist with project tracking.
- Scan, organize and file documents both electronically and physically.
- Assemble tax returns and quarterly reports for clients (knowledge of tax documents a plus).
- Handle paper and electronic filings, including tracking E-file forms.
- Prepare and send client invoices.
- Collect and process client payments.
- Perform other duties as assigned.
SKILLS AND ABILITIES:
- Proficient in computer software and programs
- Friendly, social, and approachable
- Able to multi-task and thrive in a fast-paced environment, especially during peak seasons (some weekends required)
- Proactive, deadline-driven, and dependable.
- Highly organized, detail-oriented, and professional
- Strong problem-solving skills with the ability to manage multiple tasks efficiently
- Excellent written and verbal communication skills
- Positive attitude and strong work ethic
- Aligned with the company's mission, vision, and values
- Adaptable team player who collaborates well with others.
- Open to learning new skills and software
- Bookkeeping, payroll, or QuickBooks experience is a plus.
BASIC QUALIFICATIONS:
- Bachelor’s Degree preferred
- At least 1 year experience in a similar role preferred
- Experience with a CPA firm preferred but not required
BENEFITS:
- Medical, Dental and Vision
- GAP Benefits
- Supplemental Benefits
- Life and AD&D Insurance
- Short- & Long-Term Disability Plans
- 401k with Company Matching
- Bonus Structure
- Flexible PTO with sick time
- Incentive Program
- Development Program
- Company Wellness Program
WORKING CONDITIONS:
Must be able to operate a variety of machines and equipment including computer, office equipment, telephone, etc. Tasks may require extended periods of time at a keyboard or workstation. Required to occasionally lift, hold, or carry items weighing up to 40 pounds. Individuals must perform the principal duties and responsibilities with or without reasonable accommodation.
ATLAS Navigators, LLC is proud to be an Equal Opportunity and Affirmative Action employer. We do not discriminate based upon race, racial expression, including protective hairstyles, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local law.
ATLAS is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance or accommodations due to a disability, please let us know.
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What We Do
Welcome to ATLAS
Advisors That Listen And Serve
We are a regional professional services firm with services in Accounting, Tax, Audit, Consulting, Business Valuation, Insurance, Financial Services, Marketing, Human Resources, IT and more! We seek to provide a holistic approach of services to our clients to help them achieve their goals in business and life.
We service clients all of the globe. We have office locations in Arizona, California, Colorado, Iowa, Illinois, Ohio, Texas and Wyoming
