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Job Description

At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you’re starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you’ll love from top to bottom – we give you the tools you need to succeed and the autonomy to reach your goals.  

What Work You Will be Responsible For:  

• Prep files to be scanned (remove staples, paper clips, unfold edges, remove documents from binders, etc.).

• Download electronic documents from bank and/or brokerage firm websites.

• Scans and/or downloads documents and saves to a specific folder or Doc.it.

• Ensures that the scanned or uploaded documents are in the system accurately and accessible to personnel promptly.

• Ensures that all internal controls are followed for daily check pulls.

• Assists with client filing.

• Sorts and stamps a high volume of incoming mail and checks for deposit.

• Provides backup assistance to the receptionist as needed.

• Organizes and controls work to complete assignments in a reasonable time and in a form suitable for review; uses time effectively and complies with deadlines.

• Respects the confidentiality of client and Firm information.

Preferred/Desired Qualifications: 

• Ability to prioritize work to balance multiple projects and tight deadlines.

• Team player with strong communication and analytical skills

• Strong time management and organizational skills

• Computer skills including MS Office (Word, Excel, Outlook).

• Ability to prioritize work to balance multiple projects and deadlines.

• Ability to communicate clearly and concisely in English; excellent verbal and written communication skills.

• Detail-oriented with strong organizational skills including ability to multi-task and establish priorities.

• Ability to operate standard office equipment.

• Ability to maintain strict confidentiality of the Firm’s and client information.

About EisnerAmper: 

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West Palm Beach