Position Overview
We are looking for a full-time candidate who will work as one of our professional clerical staff at our Brookfield Office assisting all Vrakas departments and the firm. It should be noted that given the industry of public accounting, we have a peak season which runs January through April of each year. There will more than likely be overtime opportunities during the week, as well as some weekends too.
Reports To
Chief Operating Officer
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PCS responsibilities to include, but not limited to:
- Process final tax returns
- Scan and review work papers
- Process audit, review, compilation and valuation reports
- Scan broker statements and save to client file
- Process confirmation letters, arrangement letters, client correspondence, etc.
- Finalize bills
- Assist with answering phones
- Greet clients, visitors
- Receive, sort and forward incoming mail, process all outgoing mail
- File
Personal Characteristics
- Great communicator, both verbally and written
- Consistently dependable
- Good listening skills
- Positive attitude
- Multi-tasker
- Strong people skills
- Self-starter
- Well organized
- Works well independently and as part of a team
- Problem solving skills
- Eager to learn
- Takes initiative
Experience
- Experienced in Microsoft products; Word, Excel, Outlook, PowerPoint
- Further experience with tables
- Knowledge of scanners, fax machines, copy machines
- 3-5 years of office experience