Customer Service and Administrative Assistant

2 days ago


Green Bay, Wisconsin, United States TMS Financial Full time
About TMS Financial

TMS Financial is a reputable tax, accounting, and financial advisory firm with over 30 years of experience.

We pride ourselves on building long-term relationships with our clients, helping them achieve their financial goals through personalized service and expert advice.

Job Summary

We are seeking a highly skilled Customer Service and Administrative Assistant to join our team. As a critical member of our staff, you will provide exceptional service to our clients, ensuring they receive the highest level of support and leave our offices with positive lasting impressions.

Responsibilities
  • Answer incoming calls, schedule appointments, and respond to client inquiries regarding tax return status and turnaround times.
  • Collect and process client paperwork and payments in a timely and efficient manner.
  • Perform administrative tasks including scanning, filing, and data entry.
  • Process incoming and outgoing mail, maintaining confidentiality at all times.
  • Identify areas for improvement and assist with implementing changes to enhance our services.
Requirements
  • High school diploma or equivalent required; minimum of 2 years of customer service experience preferred.
  • Proficiency in Microsoft Office, including Outlook, Word, and Excel.
Salary and Benefits

This role offers an estimated salary range of $17-21 per hour, based on industry standards and local market conditions.



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