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Financial Services Admin (West Lake Hills) $21/hr (30-40hrs)

Date Posted: 7/25/2024

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Job Description

Tax Team Admin

Are you a highly motivated self-starter with a keen eye for detail? Join our dynamic team and support both our Tax/Investment and Administrative Teams in a role that combines critical administrative functions with opportunities for growth and development.

Key Responsibilities:

  • Create and maintain Excel spreadsheets
  • Perform filing and general office duties
  • Work directly with team members on various projects
  • Handle administrative tasks such as scanning, tracking, and distributing documents, updating spreadsheets, and occasionally providing front desk and banking relief
  • Answer phones and assist with general inquiries

Qualifications:

  • Strong attention to detail and organizational skills
  • Excellent communication and interpersonal abilities
  • Proficient in handling delicate client issues with professionalism and confidentiality
  • Efficient time management skills and the ability to meet competing deadlines
  • Proficiency in Excel, Microsoft Word, Access, and Outlook
  • Ability to prioritize tasks, follow procedures, and complete tasks promptly
  • Calm under pressure and capable of multitasking
  • Maintain a positive and cheerful demeanor towards clients and co-workers
  • Experience with U.S. Postal Service certified mailings is a plus

Why Join Us?

  • Comprehensive benefits package, including 401k, medical/dental insurance, and paid personal time
  • Contract-to-hire position with the intention of becoming permanent
  • Opportunity to work 30-40 hours per week in a supportive and professional environment

Our Ideal Candidate:

  • Quick learner with a strong work ethic
  • Efficient and capable of working autonomously
  • Pays attention to detail and takes initiative

If you are looking for a role that values your skills and offers room for growth, apply today to become our Tax and Investment Administrative Assistant.

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.


To apply please email your resume to malbrecht@ultimatestaffing.com

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Job Snapshot

  • Employee Type:Full-Time/Part-Time
  • Location:West Lake Hills, TX
  • Job Type:Admin - Clerical
  • Experience:3-5 years
  • Education:4 Year Degree
  • Date Posted:7/25/2024
  • Contact: Michael Albrecht (512) 643-8322
  • Pay Range: $22.00 - $22.00 Hourly
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Job Reference: JN -052024-367091