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Administrative/Financial Services Assistant

Danny Cochran Certified Financial Planner ® and CPA Stillwater, OK
  • Expired: over a month ago. Applications are no longer accepted.

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

Danny Cochran Certified Financial Planner ® and CPA

Why Work Here?

Small company with strong leadership and a qualified team of professionals working together to build a successful future.


816 South Main Street, Stillwater, OK 74074
Stillwater, OK