What are the responsibilities and job description for the Administrative Specialist position at Elevated Advisory & Accounting?
Job Title: Administrative Specialist
Company: Elevated Advisory and Accounting
Location: Kalispell Office
Position Overview: Part Time (~25 hours/wk)
Hourly, Non-Exempt $20-$23 DOE
Are you looking for an opportunity to grow your administrative skills while working in a supportive, dynamic environment? Do you have a passion for organization, problem-solving, and delivering excellent client service? If so, we’d love to hear from you!
At Elevated Advisory and Accounting, we believe in fostering a collaborative and transparent work environment where everyone has the chance to thrive. We are looking for a Part-Time Administrative Specialist to play a key role in supporting our operations and ensuring smooth day-to-day business functions.
This is an excellent opportunity for someone who is ready to get their foot in the door and develop valuable skills in operations and/or bookkeeping, all while enjoying a flexible schedule that fits your lifestyle. Whether you are seeking part-time work to balance family, school, or other commitments, this role offers the flexibility you need.
What You’ll Do:
As an Administrative Specialist, your primary duties will include:
- Data Entry and Bookkeeping: Accurately input and maintain financial and operational data to keep things running smoothly including help with our monthly invoicing process.
- Calendar and Email Management for the CRO: Help coordinate meetings, appointments, and manage communications for our Chief Revenue Officer (CRO).
- Client Communications and Scheduling: Serve as the first point of contact for our clients, managing their scheduling needs and ensuring excellent service.
- Mail Sorting and Record Maintenance: Handle inbound and outbound mail, and ensure accurate recordkeeping for the firm’s operations.
- Bank Run Deposits: Ensure the firm’s finances are updated and accurate through timely deposits.
- Backup Admin Support for Operations: Assist with various tasks to keep the operations department running efficiently.
- Maintaining the Firm’s Main Phone Line: Ensure all calls are routed and answered professionally.
- Maintain a Professional and Welcoming Space: Support with light cleaning and organization to ensure our office stays in top shape for our clients.
What We’re Looking For:
- Organization: You are detail-oriented and able to keep track of multiple tasks with precision.
- Timeliness: You know how to manage your time and meet deadlines, ensuring everything runs smoothly.
- Communication Skills: Clear and concise communication, both written and verbal, is key to helping our team and clients stay on the same page.
- Customer Service: You’re dedicated to providing excellent service to both clients and internal teams.
- Adaptability: You are flexible and ready to take on new challenges, especially as the firm grows.
Qualifications:
- Strong written and verbal communication skills.
- Proficiency in MS Office, G Suite, QuickBooks (Online & Desktop)
- Ability to handle sensitive and confidential information with discretion.
- Highly organized and detail-oriented.
Why Join Us?
At Elevated Advisory and Accounting, we pride ourselves on our core values:
- Integrity: We believe in being honest and genuine in everything we do.
- Transparency: Open communication and trust are at the heart of our work.
- Adaptability: We embrace change and proactively seek new opportunities.
- Authenticity: We stay true to ourselves and our values.
- Dedication: We are committed to excellence in everything we do.
As a part-time member of our team (~25 hours per week), you will enjoy flexibility in your schedule. There are also opportunities for growth, with the potential to move into more specialized bookkeeping roles or expand into broader operational roles.
Compensation & Benefits:
- Hourly Rate: $20-23 per hour DOE
- Bonus Structure: Annual bonus available based on performance and merit.
- Phone Reimbursement: $35/month.
- Unpaid Leave: As needed with prior approval.
- Flexible Schedule
If you're ready to join a supportive, professional, and growing team, Elevated Advisory and Accounting is the place for you. We can’t wait to meet you and help you grow your skills while making a real impact!
Ready to apply? We’d love to hear from you! Please submit your resume and a brief cover letter highlighting why you’d be a great fit for this role.
Elevate your career with us—apply today!
Salary : $20 - $23