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Arcadia Financial Careers

Administrative Assistant Coordinator

Hi! Are you looking to join a fun and collaborative team? Do you like to work independently while ensuring all tasks are completed with top notch professionalism? If so, we have a position for you at Arcadia Tax, our tax division.

The Administrative Assistant Coordinator position is a crucial role on the team and is responsible for all administrative duties within our Manchester, NH Headquarters.

JOB DUTIES:

DAILY-

  1. Answer high-volume phones in a friendly, warm manner
  2. Record notes from every client conversation in the CRM
  3. Maintain an organized, compliant, and efficient e-filing system
  4. Sort and distribute all incoming mail
  5. Assist with copying or scanning as requested by the team
  6. Assist with sorting of company bookkeeping and handle incoming checks, financial statements per direction of Office Manager; audit individual invoices that come into the firm and distribute to proper parties
  7. Assemble tax returns
  8. Assist our transfer and service specialist with fax confirmations & follow-up phone calls to appropriate companies, as needed
  9. Mail all outgoing correspondence
  10. Schedule advisors’ appointments when necessary
  11. Greet incoming clients and prospective clients in a professional manner, be sure each guest has a full client experience
  12. Present guests with a menu upon arrival, serve beverages and snacks
  13. Run office errands as necessary
  14. Scan statements for service team
  15. Scan all new policies that come in and save to respective e-folders
  16. Partner with Office Manager to ensure all clients receive a top-notch experience during all firm interactions, internally or externally
  17. Ensure all beverage and snack stations around the firm are well presented and always stocked
  18. Assist Office Manager as needed/requested with various administrative duties
 

QUARTERLY-

  1. Assist with the mailing of client update reports and mailings
  2. Run and manage requested client/administrative reports

KNOWLEDGE, SKILLS, & ABILITIES:

  • Tax experience a plus, though we are willing to train
  • Proficient phone skills
  • Command of the English language and grammar
  • Experience working in a fast-paced environment
  • Ability to prioritize and work with a demanding team
  • Attention to detail
  • Consistent follow-through and taking projects as far as you can
  • Hard working and dedicated to the team
  • Problem solver
  • Working knowledge of computers and software
  • Ability to multi-task
 

MINIMUM REQUIREMENTS:

  • Specific software knowledge (database, MS Office Suite)
 

PERSONAL SKILLS:

  • Strong work ethic
  • Flexible
  • Self-Starter
  • High level of interpersonal skills
  • Customer service oriented
  • Desire to support a team
 

Job Type: Full-time, In Office

Salary: $35,000.00 – $50,000.00 per year

Benefits:

  • Health insurance
  • Dental insurance
  • Vision insurance
  • Life insurance
  • Paid time off
  • 401(k)
  • 401(k) matching
 

Physical setting:

  • Office
 

Schedule:

  • 8 hour shift
  • Day shift
  • Monday to Friday

About Arcadia Financial Group

Our Culture:

  • We believe in a strong work ethic in a fun and collaborative office culture
  • Collaboration is what makes a healthy team
  • We believe work life balance is important and strive to ensure a healthy balance between work and home for all team members

Our Mission Statement:

Challenging you to fearlessly live like every day is Saturday.

Our Core Values:

  • Always do the right thing
  • It takes a little more to be a champion
  • We are a SEAL team
  • Make every client experience special and shareworthy

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