Danny Cochran, Certified Financial Planner; Certified Public Accountant, has a position available for an Administrative/Financial Services Assistant to join our team.
The assistant's responsibilities include, but are not limited to the following: Greeting Visitors, Screening and/or selectively referring callers; Supporting clients by providing services in account management and technical support; Maintaining client databases and compiling information to prepare reports using appropriate software; Processing account paperwork and resolving problems: Performing special projects as requested.
During tax season, responsibilities will include: Processing of tax returns and the opportunity to assist with tax return preparation or performing bookkeeping functions through QuickBooks.
Minimum Qualifications: Education/Experience/Skills - Two years related experience (administrative, customer service, marketing, bookkeeping, tax return preparation) or equivalent education.
Qualified candidate must have excellent communication, customer service, relationship building skills: must have high work ethic and initiative. A working knowledge and experience with Microsoft Office. Exposure to tax/accounting industry is preferred.
Danny Cochran CFP, CPA offers competitive benefits/compensation packages.
Danny Cochran CFP, CPA is an equal opportunity employer.
Pay is based on experience