Digital Document Specialist / Administrative Assistant

Storen Financial is an established independent investment and accounting firm in the Indianapolis area, headquartered in Zionsville, serving clients in 43 states. A local institution for over 50 years with a focus on team, family, and community involvement, we pride ourselves on forward thinking innovations and dedicated customer service.

We are looking for a self-motivated digital document specialist / administrative assistant to manage our client’s digital experience. The ideal candidate would be a detail-oriented individual that is extremely comfortable using technology. We are looking for a candidate with a desire to assist clients of all ages navigate all our digital platforms as well as electronically file all Federal and State Tax Returns.

Responsibilities and Duties

  • Manage the filing process of all Federal and State Tax Returns
  • Work with Tax Preparers to fix rejected Tax Returns
  • Assist clients with accessing their Storen Portal
  • Send documents to clients for digital signature
  • Manage and Audit Salesforce Reports
  • Manage uploaded client documents
  • Assemble & handout Tax Returns
  • Complete basic data entry

Qualifications and Skills

  • Ability to work in multi-faceted environment and manage multiple projects
  • Technology driven with a willingness to learn new technology and software programs
  • Strong attention to detail
  • Loyalty and belief in our company, services, team & our client-focused culture
  • Strong work ethic and willingness to be a team player
  • Salesforce knowledge is a plus

Experience

  • 1-2 years office administrative experience

Remuneration

  • Full-time position
  • Pay: $14-$18 per hour

Other Benefits Available

  • 401K with 4% matching dollar for dollar
  • Health, vision and dental insurance
  • Short term disability
  • Paid vacation
  • Health and wellness incentive or fitness reimbursement

To apply

Send qualified resumes to storen@storenfinancial.com

 

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