Administrative Associate
Join Our Award-Winning Team at Traphagen CPAs & Wealth Advisors
Traphagen CPAs & Wealth Advisors named one of Accounting Today's 2025 Top Firms by AUM, Best Financial Advisory Firms by USA Today and Ranked #9 in the Nation by CNBC in 2024, is a growing and highly respected Investment firm located in Oradell, NJ. We are seeking an Administrative Associate to serve as a vital member of our award-winning team.
Essential Duties / Responsibilities:
- Provide administrative support to partners and wealth advisor team in preparation of client meetings, including scheduling meetings, making phone calls, and preparing reports
- Client Onboarding: Creation and maintenance of client tax portals (upload/download, permissions, invitations & monitoring)
- DocuSign/Efiling of client tax returns and confirming acceptance by tax authorities
- Checking and reporting error diagnostics / rejections.
- Track, communicate, and monitor tax return due dates
- Existing client support: resolution of daily client needs and requests
- Assist with billing
- Use of Constant Contact for marketing needs
- Clerical work including scanning, shredding, and ordering client gifts
Preferred Qualifications / Requirements:
- Associate’s or Bachelor’s degree
- Highly organized with strong attention to detail and time management skills
- Self-starter with an ability to prioritize tasks
- Excellent written and verbal communication skills
- Must be passionate about working with a detailed team of experienced wealth advisors and CPAs that are uniquely focused on the needs and goals of our valued clients
- Will be working with proprietary databases such as Lacerte Tax Software, SmartVault Client Portal, Fidelity Wealthscape, Charles Schwab, Redtail (CRM), Morningstar Office
- Client facing skills – professional appearance and demeanor a must