Administrative Assistant - Remote | Wfh

Are you an experienced financial administrative professional seeking a workplace that truly values your time and prioritizes work/life balance? Do you possess exceptional multitasking abilities and an unwavering commitment to attention to detail and organization? Are you known for effortlessly handling client inquiries and resolving issues with grace, ensuring that every client leaves with a smile?
If you answered yes to these questions, then we have an exciting opportunity for you!
About Us
Founded in 1996, we are a highly respected tax and financial planning firm, proudly serving our clients with over 25 dedicated employees. At our firm, we believe in the importance of work/life balance and offer a flexible hybrid work schedule that empowers our team members to thrive both personally and professionally. Our team-driven culture fosters collaboration, innovation, and continuous growth, making it a place where you can truly make a difference.
Your Role
As an Administrative Assistant, you will play a pivotal role in our client service team, ensuring smooth operations and delivering excellent service to our valued clients. You'll be the heart of our administrative processes, managing calendars, coordinating meetings, and providing top-notch support in financial administrative tasks.
What You'll Do
Coordinate wire transfers and trading transactions with precision and efficiency.
Prepare bank and brokerage account applications, facilitating seamless account opening for our clients.
Process, assemble, and file tax returns while coordinating estimated tax payments, ensuring accuracy and timeliness.
Utilize Adobe Acrobat to scan and file essential documents, maintaining a well-organized system.
Demonstrate your excellent communication skills by drafting letters and gathering information for seamless client communication.
Take charge of scheduling and coordinating client meetings and phone calls, ensuring a seamless client experience.
Create captivating client presentations, showcasing our firm's expertise and commitment to their financial success.
Contribute to our team's success through diligent data entry and other vital support tasks.
Embrace additional responsibilities as required to support our team and clients effectively.
Your Profile
You bring 3+ years of administrative experience, with a preference for candidates who have worked in tax, accounting, banking, or brokerage roles.
Your professional etiquette sets you apart, reflecting your commitment to delivering exceptional service.
Attention to detail and organizational skills are your superpowers, ensuring nothing escapes your diligent eye.
Possessing Notary certification would be a great advantage.
Above all, you are passionate about making a meaningful impact in the financial planning industry and helping our clients succeed.
Why Join Us
Competitive salary of $50,000-$60,000 per year, commensurate with your experience and dedication.
Comprehensive benefits package, including health insurance and a 401(k) plan with employer contribution.
Enjoy a balanced lifestyle with paid holidays, vacation/sick time, and a hybrid work schedule.
Say goodbye to parking hassles, as we offer free parking at our Shaker Heights, OH location.
Be part of a collaborative and supportive team environment, where your ideas and efforts are valued.
Equal employment opportunities are deeply ingrained in our culture, as we embrace diversity and inclusion.
Ready to Take the Next Step?
If you are enthusiastic about contributing to a thriving financial planning firm that values work/life balance and embraces a team-driven culture, we want to hear from you! To apply, please submit your resume along with a compelling cover letter explaining why you are the best fit for this role.
Our formal recruiting process, managed by Zephyr Connects LLC, ensures fair and thorough evaluation of all applicants. If you're selected for the next step, Annie from our team will be in touch within 3 days of your submission. Rest assured, every applicant will be contacted.
At Paragon Advisors, Inc., we believe in providing equal opportunities for all employees and applicants, without regard to race, color, religion, sex, national origin, age, disability, or genetics. Our commitment to non-discrimination extends across all aspects of employment, from recruiting to training and beyond.
Job Type: Full-time
Pay: $50,000.00 - $60,000.00 per year
Benefits
401(k) plan with employer contribution
Health insurance coverage
Paid time off for holidays and vacations/sick leave
Hybrid work schedule
Free parking at our Shaker Heights, OH location
Schedule: Monday to Friday, no nights or weekends
Location: Hybrid remote work in Shaker Heights, OH 44122
Please note that if you require alternative methods of application or screening, kindly approach us directly as Indeed is not responsible for the employer's application process.
Employment Type: Full-Time
Salary: $ 50,000.00 60,000.00 Per Year