Administrative Assistant

Posted 11 Days Ago
Be an Early Applicant
Phoenix, AZ, USA
In-Office
Junior
Fintech • Financial Services
The Role
The Administrative Assistant will provide administrative support to clients and staff, manage scheduling, oversee office upkeep, and assist with client payments and reporting.
Summary Generated by Built In
ATLAS Navigators, LLC is an accounting, tax, and consulting firm 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.
Overview

We are seeking a reliable and detail-oriented Administrative Assistant to support our  NW Phoenix office. Working under the guidance of Managers and/or Partners, this role will provide administrative support to both clients and internal staff. The ideal candidate is organized, professional, and comfortable in a fast-paced environment. This is a great opportunity to join a collaborative team with opportunities for growth across a multi-state firm.
MAJOR RESPONSIBILITIES
  • Utilize Microsoft Office tools, including Word and Excel, regularly
  • Operate firmwide software systems and manage multi-line phone systems
  • Greet and interact with clients professionally
  • Manage appointment scheduling and calendar coordination
  • Prepare and send outgoing mail; make occasional post office trips
  • Oversee general office upkeep, maintain inventory, and order supplies
  • Generate and distribute weekly reports
  • Assign incoming projects and assist in tracking progress
  • Scan, file, and assemble tax returns and client reports
  • Maintain paper and electronic filing systems; track E-file authorization forms
  • Create and send invoices; collect and process client payments
  • Perform other duties as assigned to support firm operations
SKILLS AND ABILITIES
  • Strong knowledge of computer software and programs
  • Friendly and social demeanor with excellent interpersonal skills
  • Ability to multitask and remain organized in a fast-paced environment
  • Strong problem-solving skills and a proactive mindset
  • Excellent written and verbal communication
  • Professionalism and attention to detail
  • Willingness to learn new tools and systems
  • Flexible, team-oriented attitude
  • Ability to manage shifting priorities and meet deadlines
  • Alignment with the company’s Mission, Vision, and Values
  • Willingness to work occasional weekends during peak tax season
EDUCATION AND EXPERIENCE
  • At least 1 year of experience in a similar administrative role preferred
  • Previous experience at a CPA firm is a plus, 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

APPLICATION DEADLINE
We accept applications on an ongoing basis. This position will remain open until a qualified candidate is identified. 
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. 
EQUAL OPPORTUNITY STATEMENT
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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The Company
HQ: Phoenix, Arizona
77 Employees
Year Founded: 2010

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

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