Overview
Administrative Assistant Jobs in La Crosse, WI at Hancock & Robinson CPAs
Position Overview
The Administrative Assistant plays a vital role in ensuring the smooth operation of our firm by providing professional, organized, and efficient administrative support to our partners, accountants, and clients. This individual is often the first point of contact for clients and must demonstrate exceptional communication skills, attention to detail, and a high level of confidentiality.
Key Responsibilities
· Client Support
· Greet clients and visitors in a professional, friendly manner.
· Manage incoming calls, emails, and correspondence.
· Assist in client onboarding and maintaining client files.
· Schedule client meetings and coordinate calendars.
· Administrative & Office Management
· Handle daily office operations, including mail processing.
· Maintain electronic and physical filing systems following firm standards and confidentiality protocols.
· Support the coordination of internal meetings, staff events, and training sessions.
· Accounting & Tax Support
· Assist with client data collection and document organization during tax season.
· Track project and workflow status within our firm management system.
· Support accountants with data entry, e-filing, and preparation of client packets.
· Manage deadlines and ensure timely delivery of client deliverables.
· Process payments, track receivables, and assist with billing support.
Qualifications
Experience: 2+ years of administrative experience, preferably in an accounting, legal, or professional services environment.
Skills
· Proficiency in Microsoft Office.
· Experience with accounting/tax software is a plus.
· Excellent organizational, multitasking, and time management abilities.
· Strong verbal and written communication skills.
· High level of integrity and confidentiality in handling sensitive information.
Key Competencies
· Professionalism and client-service orientation.
· Accuracy and attention to detail.
· Initiative and problem-solving skills.
· Team collaboration and adaptability.
Compensation & Benefits
· Competitive salary commensurate with experience.
· Health, dental, and vision insurance.
· Retirement plan with employer match.
Paid time off and firm holidays.
Job Type: Full-time
Pay: $20.00 – $22.00 per hour
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Work Location: In person
Title: Administrative Assistant
Company: Hancock & Robinson CPAs
Location: La Crosse, WI
Category:
