Administrative Assistant
: Job Details :

At Vento Tax & Wealth Management Group, our financial professionals work together for clients best outcomes. For almost 40 years, we have provided cutting edge tax-smart strategies and financial services to clients across the country. We have quickly become the trusted partners of choice for professional practices, high-net-worth individuals, and anyone pursuing financial independence. We re deeply committed to educating both our staff and our clients so we can provide best-in-class solutions to the families and businesses we serve. We are driven, hard-working, and responsive, and these qualities have contributed to our reputation as respected leaders in tax-smart wealth management.

We are seeking a friendly and outgoing administrative assistant with a passion for providing superior service in a professional setting, we want to meet you!

Required Skills and Qualifications:

• Relevant work experience in an office setting preferred
• Quick and accurate typing speed of at least 80 wpm
• Good working knowledge of Microsoft Office
• Strong verbal and written communication skills
• Ability to work independently and multi-task
• Highly organized
• Commitment to providing excellent client service

Job duties include:

• Typing and proofreading dictated correspondence
• Assisting with managing calendar and appointments
• Answering, screening, and forwarding incoming phone calls
• Supporting internal teams with administrative tasks
• Providing front desk client service
• Maintaining the professional appearance of the office
• Assisting with administrative duties during tax season, such as packaging, e-filing, etc.
• Completing special projects and other tasks as assigned

This is a full-time position with daily hours Monday-Friday of 10:00AM-6:30PM, with some flexibility.

Learn more about what makes us unique at