Administrative Assistant

Job DescriptionAvantax, Inc. (Avantax), a unique community within Cetera Holdings, is seeking an Administrative Assistant who will be responsible for confidential and time-sensitive material. Levels are determined based on advanced job knowledge/efficiencies, years of experience, and the ability to oversee projects and recommendations for more efficient processes.What You Will DoThe major responsibilities of the position are listed below. To perform the job successfully, the individual must be able to execute each essential duty satisfactorily. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions.• Answer and direct calls to an appropriate team member.• Receive, sort, and distribute incoming mail.• Welcome visitors and notify proper staff of their arrival• Prepare and send client mailings.• Handle confidential and non-routine information.• Perform filing/record-keeping duties, both hard copy and electronic.• Handle distribution, receipt, and documentation of legal agreements via DocuSign.• Assist in the month and year-end procedures and reporting.• Responsible for the client service program.• Conduct research, as requested.• May relieve management of administrative-type functions to increase the time management available for management-level responsibilities.• Coordinate appointments, luncheons, and travel requests.• Compose and monitor memos, letters, emails, general correspondence, engagement letters, invoices, expense reports, and special projects as requested.• Prepare, compile, and update marketing packets and other documentation for accounts.• Train, direct, and lead the work of others on special projects.• Act as a communication liaison for leadership, maintaining confidentiality and exercising discretion.• Work toward continuous quality improvement.What You Need To Have• High School diploma/equivalent required, Associate’s degree (A.A.) or technical school training preferred.• Six months to two years of previous related administrative assistant experience and/or training is required.• Two to four years of previous related administrative assistant experience and/or training are required.• Three to six years of previous related administrative assistant experience and/or training are required.• Four to seven years of previous related administrative assistant experience and/or training are required.About UsWhat we give you in return:BenefitsNot many teams can say that they support people’s dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:• Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.• Easy access to mental health benefits to meet our team members and their families where they are.• 20+ days of paid time off (PTO), paid holidays, 1 paid wellness day and 1 days of paid volunteer time off (VTO) to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.• 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.• Paid parental leave to support all team members with birth, adoption, and foster.• Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.• Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.About Cetera Financial GroupCetera Financial Group ® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions.Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology." Cetera Financial Group " refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors , Cetera Advisor Networks , Cetera Financial Institutions, Cetera Financial Specialists , and First Allied Securities .Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.Agencies please note : this recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.