CliftonLarsonAllen, LLP Office Assistant in Phoenix, Arizona


Front Office Assistant*Overview:*

This position provides front office and administrative support to principals, managers, and staff; ensures that timely and courteous service is provided to all clients and firm personnel; and requires a polished, poised and engaging presence.

  • Administrative: Performs full administrative duties and other routine office functions. Schedules appointments/meetings for office personnel and conference room calendars including reservations of office equipment and resources. Performs word processing and spreadsheet tasks with accuracy and in compliance as assigned. Facilitates daily mail duties, collection and distribution to include receiving and sending packages. Orders catering as needed. Opens service tickets to troubleshoot facility issues. Assists with proposal production and distribution, including client financial statements and tracking tax returns. Assists with ordering business cards and name plates, and preparing information packets, as requested. Opens and closes the front office.

  • Data Entry/Recordkeeping: Collects and organizes information/data for reports, correspondence, spreadsheets and presentations. Inputs and scans data into computerized systems according to the established paperless process to assist assurance and tax teams, as needed.

  • Reception: Performs receptionist functions including answering and transferring calls on a multi-line telephone system, caring for routine client inquiries, receiving and directing visitors in a friendly and professional manner, and validating parking tickets.


Minimum Requirements:

  • Must be punctual and able to multi-task a high volume of work during busy periods to meet deadlines.
  • Technically proficient in in Microsoft (MS) Windows and Office Products. Regular use of MS Word, MS Excel, MS Outlook, MS PowerPoint, STAR, and Adobe.
  • High school diploma or equivalent.

About The Firm:

CLA is a professional services firm delivering integrated wealth advisory, outsourcing, and public accounting capabilities to help enhance our clients’ enterprise value and assist them in growing and managing their related personal assets — all the way from startup to succession and beyond. Our professionals are immersed in the industries they serve and have specialized knowledge of their operating and regulatory environments. With more than 4,500 people, nearly 100 U.S. locations, and a global affiliation, we bring a wide array of solutions to help clients in all markets, foreign and domestic. For more information visit _Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor. _

We are deeply invested in the success of our professionals and provide innovative career-building opportunities. At CLA, we aim to positively impact the clients we serve, the people we employ, the profession we represent and the communities we call home.

CLA is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law.

EOE/AA Employer/Vets/Disability

Requisition Number: 16-1151

Title: Office Assistant

City: Phoenix

State: AZ