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Administrative Assistant

Monotelo Advisors

Gillespie, IL 62033 • $15.50 to $18.00 / hr • 8/31/2026

Administrative / Clerical , Professional

Job Description

Job Description
Benefits:
  • 401(k)
  • 401(k) matching
  • Competitive salary
  • Paid time off

Job Type: Seasonal

Pay: $15.50 - $18.00/hour

Hours:
Monday-Friday 8am – 5pm
Saturdays 8am – 1pm
Opportunity for Overtime

Experience & Requirements


  • Minimum of a High School Diploma.
  • Must be able to multitask, stay organized, and communicate professionally with clients and team members.
  • Must demonstrate respect for client privacy and adhere to confidentiality protocols.
  • Must pass a background check.
  • Minimum 2 years of office experience, including answering phone calls and direct client interaction.
  • Basic understanding of business operations.
  • Proficiency in Microsoft Word, Excel, Outlook, Zoom.
  • Bonus: Experience with QuickBooks, tax software, or familiarity with the tax industry.
  • Comfortable using office technology (scanners, printers, copiers).
  • Must have reliable transportation.
General Duties


  • Handle phone calls, emails, and other basic office communications.
  • Maintain a clean and organized workspace, ensuring sensitive documents are secured daily.
Tasks


  • Answer and manage phone calls for both Gillespie and Carlinville offices.
  • Schedule client appointments and manage the calendar.
  • Facilitate client appointments related to tax return preparation, document drop-offs, and pick-ups.
  • Learn the basics of tax return processing.
  • Support small business services during downtime to aid in tax preparation.
  • Train to manage client interactions, primarily with small business clients.
  • Organize and process incoming/outgoing client documents.
  • Ensure all documentation is scanned and uploaded into client software.
  • Assist with bookkeeping, payroll, and sales tax services.
  • Occasional travel to the Carlinville Office to work or check the mailbox.