Administrative Assistant

Enhance Finance is looking for a friendly, organized person to help keep client work moving. You’ll support a growing practice that works with clients on tax preparation, insurance, and financial services. We provide strong hands-on training, and this role offers the opportunity to take on more responsibility as the business grows.

What you’ll do

• Schedule appointments and respond to routine client questions
• Request documents, organize files, and follow up on missing information
• Help prepare forms, meeting materials, and client correspondence
• Track the status of tax returns, insurance applications, and financial services paperwork
• Keep client records and task lists accurate and up to date
• Handle sensitive personal and financial information with care

What we’re looking for

• Strong organization and attention to detail
• Clear, professional communication by phone, email, and text
• Comfort using computers and learning new software
• Dependability and a willingness to ask questions
• Experience in an office, customer service, tax, insurance, or financial services role is helpful, but not required

You don’t need prior tax or financial services experience to apply. We’ll train you on our systems and processes, with room to develop your skills and grow with Enhance Finance. This is an administrative role and does not involve giving tax, insurance, or investment advice.

To apply: Send your résumé and a brief note telling us why you’re interested. We welcome applicants with transferable experience.

Pay: $20.00 - $30.16 per hour

Expected hours: 20.0 – 40.0 per week

Work Location: In person