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Administrative Professional - Executive Financial Counseling

Company: Ayco
Location: Irvine
Posted on: January 15, 2019

Job Description:

Overview With a rich 40-year history in the areas of financial planning, education and investment services, Ayco develops and assists in implementing holistic financial solutions to help our clients achieve their goals. We believe in the power of human relationships to drive action, and a career with Ayco offers an opportunity to be part of this unique culture of client service. We invest in our associates, care about professional development, and believe in creating many paths of opportunity. Through our supportive, diverse and innovative environment, Ayco is committed to the success of our associates.Responsibilities

  • Work in a fast-paced environment
  • Heavy typing with transcription of confidential correspondence
  • Coordinate calendars and arrange travel
  • Direct contact with corporate executives
  • Maintain client database and report preparation
  • Assist with various tax-season processes including: Assemble/scan/archive data; Log in tax returns; Prepare internal forms; File; Prepare pre-tax-season files; Process tax files after mailing
    • Fulfill general administrative duties. Qualifications
      • Three years of administrative experience working with executives
      • Working knowledge of certain Microsoft products including Word, Excel, Windows, PowerPoint, and Outlook
      • Typing speed of 60 wpm is required
      • Transcription experience is a plus
      • Excellent communication skills, attention to detail and flexibility
      • Excellent organizational skills with the ability to handle multiple priorities
      • Organized, enthusiastic, and professional individual

        Keywords: Ayco, Irvine , Administrative Professional - Executive Financial Counseling, Accounting, Auditing , Irvine, California

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