Office Administrator
2 weeks ago
Job Description:
We are currently seeking an Office Administrator with a focus on accounting and tax services to join our team. The ideal candidate will be the first point of contact for our clients, providing them with a warm welcome and expert assistance. You will handle administrative duties, respond to basic tax inquiries, manage phone calls, and ensure our office operates smoothly and efficiently.
Key Responsibilities:
- Assist clients with basic accounting and tax questions, directing them to the appropriate professional for complex issues.
- Take ownership of the clients' initial experience, directing them to the appropriate staff and services within the office.
- Prepare engagement letters outlining the scope of services, fees, and terms of agreement based on discussions with new clients and in accordance with company policies.
- Prepare and send client welcome packages and onboarding materials.
- Oversee the onboarding of new clients, ensuring a smooth transition by collecting necessary information, completing initial documentation, and connecting them with the most suitable account manager based on their specific needs.
- Ensure confidentiality and privacy of client information as per company policy and regulatory standards.
Qualifications:
- Proven experience in an administrative role, preferably within a financial, tax, or accounting firm.
- Knowledge of basic tax forms and terminology.
- Excellent interpersonal and customer service skills.
- Strong verbal and written communication abilities.
- Bilingual in Spanish is a plus.
- Ability to multitask and prioritize duties in a fast-paced environment.
- Bachelor’s Degree in Communications, Accounting or related field.
Additional Skills:
- Detail-oriented with strong organizational skills.
- A welcoming and patient demeanor with the ability to put clients at ease.
- Initiative and the ability to work independently as well as part of a team.
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