Administrative Assistant

Description

Job Title: Administrative Assistant

Location: Appleton, WI

At KerberRose, we don’t just crunch numbers—we build lasting relationships, deliver innovative financial solutions, and empower businesses and individuals to thrive. As a Top 200 CPA firm, we blend the resources of a mid-sized firm with the personalized service of a local partner. With 13 offices across Wisconsin and a team of over 200 professionals, KerberRose is growing fast—and we’re looking for driven, team-oriented professionals to grow with us. 

Description

KerberRose is seeking an Administrative Assistant to join our Appleton team. In this role, you will provide administrative support for the office by managing client communication, organizing and scanning documents, preparing correspondence and mailings, maintaining databases, financial record keeping, special projects, and providing general office support such as answering phones and scheduling appointments. The Administrative Assistant will be responsible for, but not limited to, the following:

• Provide office support, including answering phones, assisting clients, resolving and/or referring issues or inquires to proper staff.
• Manage calendar and schedule meetings for clients, prospects and outside vendors.
• Prepare and coordinate documents in preparation for meetings.
• Open, transfer and close customer accounts and maintain appropriate account records.
• Document all relevant action items and tasks being tracked in CRM.
• Sorts and distributes mail. Drafts written responses or replies by phone or e-mail when necessary. Responds to regularly occurring requests for information.

Requirements

Qualifications:

• Administrative experience preferred, not required
• Ability to work independently and as a part of a team
• Ability to plan, prioritize, and organize a diversified workload
• Excellent communication and interpersonal skills

Culture:

Our team members are our most valuable assets, which is why KerberRose team members are given frequent opportunities for achievement and recognition.

Core Values:

• Honesty

• Integrity

• Respect

• Balanced Life

• Community Oriented

Benefits:

• Mentorship and Talent Development Program Opportunities
• Continuing Professional Education
• Paid Time Off and Holidays
• Employer Matching 401(K) & Profit Sharing Plan
• Financial incentive for CPA and Enrolled Agent designations
• Health, Dental, Vision, and Life Insurance
• Flex Spending Account/Section 125 Plan
• Health Care Reimbursement Account
• Short-Term and Long-Term Disability
• Wellness Reimbursement and Programs
• Student Loan Repayment Program
• Business Development Incentives

Ready to start your career with purpose and momentum?

Apply today and become part of a team that values your growth-during tax season and beyond.