Gervasi Vineyard

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Administrative Assistant

at Gervasi Vineyard

Posted: 9/20/2019
Job Reference #: 13938955378091055151

Job Description

Title:Administrative Assistant
Company:Paragon Advisors, Inc.
Location:Shaker Heights, OH
Job Status:Full time
Administrative Assistant

Paragon Advisors, Inc. is a tax and financial planning firm of 30+ employees, specializing in comprehensive and confidential management of family wealth. We are currently accepting applications for a full-time Administrative Assistant.

Benefits include immediate healthcare, profit sharing, 401(k) and free garage parking. Ancillary insurance also offered. Compensation will be determined by experience.

Essential Duties:
  • Data entry
  • Draft letters and gather information for/communicate with clients
  • Scan and file documents using Adobe Acrobat
  • Coordinate wire transfers and trading transactions
  • Process, assemble and file tax returns and coordinate estimated tax payments for clients
  • Prepare bank and brokerage account applications and coordinate account opening
  • Coordinate client meetings and phone calls
  • Assemble client presentations

  • At least 3 years previous experience in an Administrative role (tax, accounting, legal or brokerage experience required)
  • Professional demeanor, strong organizational and multi-tasking skills, and attention to detail
  • Proficient in Microsoft Excel, Word, Outlook and Adobe
  • Basic knowledge of Accounting and QuickBooks preferred

To be considered for this position, please submit a current resume along with salary requirement.

Equal Opportunity Employer