Secretary/Administrative Assistant

Job Title: Secretary/Administrative Assistant
Company: Legacy Park Advisors
Location: San Diego, CA
Salary: $20-$30 per hour
Schedule: Monday through Friday, 8:00 AM to 5:00 PM
Job Type: Full-time

About Us

Legacy Park Advisors is a firm of Certified Public Accountants specializing in tax planning and preparation. Based in San Diego, CA, we are committed to providing tailored financial solutions for our clients. We are looking for a detail-oriented and proactive Secretary/Administrative Assistant to join our team, ensuring smooth daily operations while providing vital support to our Managing Partner and CPAs.

Key Responsibilities

Customer Service

• Deliver exceptional customer service via phone, email, and in-person interactions.
• Foster positive relationships with clients and team members through professional communication.

Scheduling & Organization

• Manage scheduling for the Managing Partner and office events with strong organizational and time management skills.

Administrative Support

• Perform data entry, document scanning, and manage sensitive information with accuracy and discretion.
• Handle mail distribution and general office correspondence.
• Complete various administrative tasks as needed.

Multitasking & Adaptability

• Efficiently juggle multiple priorities while adapting to changing deadlines and tasks.

Technical Tasks

• Utilize Microsoft Office tools (Word, Excel, Outlook) to support daily operations.

Availability During Peak Seasons

• Be open to occasional overtime during busy seasons (March-April and September-October).

Qualifications

• Experience: 1-2 years of experience as a secretary or administrative assistant.
• Skills:
  • Proficiency in Microsoft Office (Word, Excel, Outlook).
  • Strong organizational and time management abilities.
  • Excellent written and verbal communication skills.
  • Ability to handle confidential information with professionalism.
  • Positive attitude and ability to collaborate within a team.

Preferred Attributes

• Initiative and problem-solving abilities.
• Professional demeanor and a strong work ethic.
• Reliability and consistent attendance.

Why Join Us?

This is an excellent opportunity for a motivated and detail-oriented individual to contribute meaningfully to a growing team. You’ll play a vital role in creating a positive and efficient office environment while growing your professional skills in a supportive workplace.

How to Apply

Submit your resume and a cover letter detailing your relevant experience to tj.acierno@legacpa.com.

Legacy Park Advisors is an equal opportunity employer. We value diversity and are committed to fostering an inclusive workplace for all employees.

Job Type: Full-time
Pay: $20.00 - $30.00 per hour
Expected Hours: 40 per week

Work Location

In person