Bergankdv Urbandale , IA 50323
Posted 2 weeks ago
OVERVIEW
BerganKDV recently joined Creative Planning, a top tier wealth management firm that provides investment management services and full comprehensive financial planning in-house. Creative addresses all aspects of financial planning from estate planning, tax strategy, and risk management to retirement, education, charitable planning, and business advisory - using all in-house specialists. Creative Planning also assists clients with external business services such as payroll, technology support, and attest work to name a few. This is a unique opportunity to join a top tier firm paving the way for unparalleled client and team member experiences.
JOB SUMMARY
This position is a top contributor to our employer brand by kicking off a world-class experience for clients and guests when they arrive. In addition, you will provide general office support with a variety of clerical activities and related tasks including answering the phone, formatting, proofing, binding, copying, scanning, filing, mailing, and creating PDFs. This position is seen as a go-to support function for the entire office and will accordingly, work on a variety of tasks (e.g. scheduling and general administrative support for leadership) all while representing our core values that makes us who we are!
JOB DUTIES
Receive client tax documents via mail & electronic delivery
Find and add Creative Planning wealth management tax documents, MLP K-1's, and other client information as needed
Sort information to prepare for scanning in CCH
Contact clients with status update of tax or audit information.
Scan client documents into CPA systems.
Outgoing mail processing, including UPS overnight shipments
Process & assemble tax returns that are ready to be delivered to clients
Proof client deliverables as needed
Receive mail and file, sort, and distribute mail
Receives e-file authorization forms and releases returns to IRS & States
Assist with various projects and other duties as assigned.
Answer incoming calls and assume receptionist duties when needed, i.e. lunch coverage rotation
Schedule appointments
Greeting clients & visitors
REQUIRED EXPERIENCE / QUALIFICATIONS
High School diploma
2 years of experience in an administrative position or support role
Multi-task, problem solve, and complete all assigned duties
Strong written and verbal communication; excellent interpersonal skills
Utilizes office machines such as computers, copier/scanner, printers, and calculators
Organized and detail oriented; able to maintain records and files
Able to conduct themselves in a professional manner with clients and internal staff
Ability to produce high quality work; able to maintain confidentiality at all times
Strong understanding of Microsoft Office suite
EXPLORE THE WORKPLACE OF THE FUTURE
Together, we are building the nation's preeminent wealth and business advisory practice, by providing a comprehensive suite of services that support and empower individuals, families, institutions, and businesses. Our values drive our decisions, and our passion is putting our clients at the center of everything we do.
Creative Planning Differentiators:
Day One Benefits Enrollment
Growth Potential
Close-Knit Collaborative Team
Mentor Program
Employee Referral Rewards
BENEFITS THAT GO BEYOND
We are proud to offer a competitive and comprehensive benefits package, with options designed to help you make the best decisions for yourself, your family, and your career. Our competitive compensation package is catered to reward you for your performance and recognize you for the value you bring to our business. In addition, our total package includes medical and dental coverage, matching 401(k) plans, PTO, observed holidays and a range of programs and benefits designed to support your physical, financial, and social well-being.
Creative Planning is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
Bergankdv