Administrative Assistant

2 weeks ago


La Mesa, United States Insight Global Full time

Insight Global’s client is in search of an Administrative Assistant/Receptionist. The ideal candidate will exhibit high standards, excellent communication skills, and have the ability to take initiative and prioritize daily tasks. A strong ability to take charge and meet tight deadlines will ensure success in this multi-faceted role.

Key Responsibilities:

  • Face-to-face client interaction
  • Answering phones
  • Electronically filing tax returns
  • Managing Outlook calendars - rescheduling tax appointments
  • Receiving client’s drop-off information
  • Performing basic functions in our tax software and online portal, such as updating addresses or resending activation links


Requirements:

  • 2-5 years of receptionist experience
  • Must have experience with Microsoft Office (specifically Outlook and Word)
  • Proficiency with Outlook calendar management
  • Must have at least two years of administrative experience with heavy call volume
  • Experience with Lacerte tax software


Nice to Have:

  • Poise under pressure and ability to handle deadlines well
  • Experience at a tax or financial office



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