Job Details

Jones & Roth is looking for friendly, detail oriented administrative professionals to provide support across the firm

Full and part time hours available. We are looking for great team members. Job descriptions can be adjusted based on your strengths, interests and skills.

Administrative Support Needs

• Client service
  • Welcomes clients and visitors
  • Answering and transfers phone calls, screening when necessary
  • Answering or directing client questions
  • Receives mails, documents, packages and courier delivery and distributes items
• Workflow management
  • Maintain databases
  • Process incoming information from a variety of sources to appropriate electronic systems
  • Maintain and utilize electronic workflow management
• Client deliverables
  • Assembly of financial statements and tax returns
  • Proofing reports
  • Scoping and source data entry for tax returns
  • Letters and other client correspondence
• Department and Niche Support
  • Attend and take minutes for department and niche meetings
  • Coordinate and schedule meetings
  • Assist with client onboarding
  • Assist with client service plans
• Executive Assistant
  • Executive assistant support for Partners
  • Assist with calendar management and scheduling appointments
  • Assist with client communications and correspondence
  • Processing expense and credit card reports
• General Administrative duties, including
  • Assist with facilities operations and maintenance
  • Maintain office supplies
  • Order break room snacks and team lunches
  • Processes incoming receipts
  • Maintain process manuals
  • Other duties as needed

Skills Needed

• Strong project management and organizational skills
• Ability to prioritize, multi-task and manage multiple deadlines
• Keen eye for detail
• Timely and accurate completion of responsibilities
• Positive outlook and ability to work with different personalities
• Client service and friendly approach
• Strong verbal and written communication skills
• Technology skills, including Word and Excel
• 3+ years' experience in an administrative support role

Jones & Roth has received the Oregonian Top Workplaces for the past 4 years and offers a flexible and people focused environment. Strong compensation and benefit package with generous paid time off. Learn more at www.jrcpa.com