Administrative Assistant/Clerk

Christianson PLLP
Job Description
Summary:   The Administrative Assistant/ Clerk may be assigned duties in accordance with the office procedures of individual establishments and may include a combination of answering telephones, word processing, financial record keeping, communicating, and filing. 
 
Essential Functions:
 
Administrative Duties:      
  • Answer telephones, greet clients, direct calls and take messages.
  • Compile, copy, sort, and file records of office activities, business transactions, and other activities.
  • Communicate with customers, employees, and other individuals to answer questions, disseminate or explain information, take orders and address complaints.
  • Maintain and update filing, inventory, mailing, and database systems
  • Open, sort and route incoming mail, answer correspondence, and prepare outgoing mail.
  • Scanning, collating tax returns and financial statements
  • Other duties as assigned.
Clerk Duties
  • Prepare, post and scan bank deposits
  • Printing & processing checks
  • Post Accounts Receivable/Accounts payable
  • File tax returns: paper and electronic filing, print & mail 1099’s & K1’s
  • Billing: pull WIP reports for review, enter/print invoices, post & mail invoices to clients
  • Billable Work:
    • Bookkeeping services for clients as needed
    • Data Entry for 1099/K1 client reporting as needed
 
Knowledge
Customer and Personal Service — Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
Clerical — Knowledge of administrative and clerical procedures and systems such as word processing, programs such as Word, Outlook, Excel, managing files and records, designing forms, and other office procedures and terminology.
English Language — Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
Mathematics — Knowledge of arithmetic and its applications.
 
Skills
Active Listening — Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
Reading Comprehension — Understanding written sentences and paragraphs in work related documents.
Speaking — Talking to others to convey information effectively.
Writing — Communicating effectively in writing as appropriate for the needs of the audience.
Social Perceptiveness — Being aware of others' reactions and understanding why they react as they do.
 
Abilities
Oral Comprehension — The ability to listen to and understand information and ideas presented through spoken words and sentences.
Oral Expression — The ability to communicate information and ideas in speaking so others will understand.
Speech Clarity — The ability to speak clearly so others can understand you.
Speech Recognition — The ability to identify and understand the speech of another person.
Written Comprehension — The ability to read and understand information and ideas presented in writing.
Information Ordering — The ability to arrange things or actions in a certain order or pattern according to a specific rule or set of rules (e.g., patterns of numbers, letters, words, pictures, mathematical operations).
Mathematical Reasoning — The ability to choose the right mathematical methods or formulas to solve a problem.
Selective Attention — The ability to concentrate on a task over a period of time without being distracted.
 
 
Education:  Two year degree in office administration or business administration or equivalent work experience.  
 
Experience: Three to five years general office work.
 
Physical Requirements:  Lifting and moving small boxes and files.
 
Supervisory Responsibility:  None.
 
Working Conditions: Office setting
Contact Information
Chairman's Circle Chamber Members