Administrative Assistant

Apply for the Administrative Assistant role at HBK CPAs & Consultants.

Location:

Fort Myers, FL

Salary: $ - $

HBK is growing, now a Top 50 accounting firm according to Accounting Today magazine and a Top 100 registered investment advisory according to Financial Advisor Magazine. Our professionals foster thousands of close, caring, supportive client relationships.

• High School Diploma or GED required
• Office experience or training required
• Receptionist experience at a high-end service provider (Law Firm, CPA Firm, etc.) preferred

• Be prompt, efficient and complete when carrying out all tasks assigned by supervisors.
• Be courteous, pleasant, and helpful at all times.
• Maintain a neat and organized work environment.
• Manage records and files in an organized manner.
• Maintain strict confidentiality of all clients and firm business.
• Maintain good communication with supervisors to ensure work is performed accurately and efficiently.
• Work overtime during tax season and as needed throughout the rest of the year.
• Type financial statements, tax returns, correspondence, and other projects.
• Assist with inventory, ordering and receipt of office supplies, internal forms, and checklists.
• Answer phones in a professional manner, providing answers when possible and transferring calls or taking messages when needed.
• Open and close office location facilities when needed.
• Deliver all incoming mail and collect outgoing mail in time for daily delivery.
• Assist with preparation of engagement letters.
• Schedule meetings and appointments/arrange travel.
• Proficient in the Microsoft Office Suite.
• Knowledge of STAR Practice Management and CCH Axcess is a plus.
• Follow firm procedures and comply with firm policies as outlined in the Human Resource Manual.

• Competitive Compensation
• Lucrative New Business & Employee Referral Bonuses
• Anniversary Bonus
• Paid Time Off
• 401(k) plan with company match and profit sharing
• Medical, dental, and vision insurance
• Company Paid Life Insurance
• Affordable Short- & Long-Term Disability Insurance
• Affordable Accidental and Critical Illness Insurance
• 9 Paid holidays
• Annual Performance Reviews
• And Much More…

HBK provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.