Job Details

Jones & Roth, a regional CPA and Wealth Management Firm, has an excellent opportunity for a full time, highly motivated, results-driven individual to provide administrative support for the fast-paced Financial Advisory Services team.

The successful candidate must be team-focused, client-centered, organized, enthusiastic and detail-oriented. Excellent computer and technology skills are required.

Key Success Factors

• Practically applies training fundamentals
• Accurately follows established processes & procedures
• Excellent time management skills
• Strong verbal and written communication skills

Responsibilities

• Prepare/process account paperwork
• Prepare reports & meeting deliverables as needed
• Provides administrative support to Financial Advisors
• Answer and direct phone calls
• Respond to client service requests
• Maintain documentation of records
• Learns and adheres to confidential & compliance standards
• Special projects and other duties as assigned

Qualifications:

• Team player with a positive “can do” approach
• Attention to detail
• Time management
• Ability to learn new technology 
• Previous office experience
• Strong verbal and written communication skills
• Must successfully complete reference and background checks

Apply at jrcpa.com/careers