Administrative Assistant

Avantax - Dallas, TX

Full-time - Entry Level

Dallas, TX

Professional, Scientific, and Technical Services

About the position

The Administrative Assistant at Cetera will play a crucial role in supporting the accounting department by managing financial records and assisting with day-to-day operations. This position requires strong organizational skills, proficiency in QuickBooks, and effective communication abilities to interact with both internal teams and clients. The role is designed for proactive individuals who thrive in a fast-paced environment and are looking for opportunities for growth and advancement.

Responsibilities

• Enter, update, and maintain financial transactions in QuickBooks.
• Reconcile bank statements and manage accounts payable/receivable.
• Generate financial reports and assist in preparing monthly and quarterly statements.
• Assist in the billings for 401(k) plan documentation and compliance reporting.
• Provide administrative support to the accounting team, including scheduling meetings and maintaining records.
• Respond to client inquiries related to their accounts and provide assistance as needed.
• Ensure accurate data entry and maintenance of client records within QuickBooks and other relevant systems.
• Assist with payroll processing and ensure compliance with relevant regulations.
• Work closely with other departments to ensure seamless communication and accurate financial reporting.
• Participate in team meetings and contribute to process improvement initiatives.

Requirements

• High school diploma or equivalent; associate's degree in accounting or business administration preferred.
• Proven experience as an administrative assistant or in a similar role, preferably in a financial or accounting environment.
• Proficiency in QuickBooks and Microsoft Office Suite (Excel, Word, Outlook).
• Strong attention to detail and ability to work with numerical data accurately.
• Excellent organizational and multitasking skills.
• Strong written and verbal communication skills.
• Ability to maintain confidentiality and handle sensitive information.

Benefits

• Inclusive health, dental, vision and life insurance plans.
• Easy access to mental health benefits.
• 20+ days of paid time off (PTO), paid holidays, 1 paid wellness day and 1 day of paid volunteer time off (VTO).
• 401(k) Savings plan with a generous company contribution (up to 5%).
• Paid parental leave for birth, adoption, and foster.
• Health Savings and Flexible Spending Account options.
• Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.