Administrative Assistant

3 days ago


Rochester, United States Robert Half Full time
Job DescriptionJob DescriptionWe are offering a permanent employment opportunity in the Financial Services industry, located in ROCHESTER, New York. We are in search of an Administrative Assistant who is adept at handling a variety of administrative tasks efficiently.

Responsibilities:

• Handling document scanning and mailing tasks with precision and punctuality.
• Managing incoming and outgoing calls, emails, and customer inquiries.
• Keeping track of e-filing statuses and updating them as needed.
• Participating in tax department workflow procedures, including but not limited to tax return processing, assembly, e-files, extensions, scanning, and mail.
• Providing timely and courteous support to partners and employees regarding questions or requests.
• Processing tax engagement letters and setting up new client accounts.
• Assisting with administrative duties such as kitchen clean up, ordering meals during busy seasons, scheduling meetings, restocking office supplies.
• Performing related work as required or delegated by Partners, Managers, or Supervisors.
• Ensuring smooth operations of the tax department and other departments as needed, including reception coverage, snack replenishment, and mail sorting/distribution.• Proven experience in the financial services industry.
• Proficiency in answering inbound calls, handling customer inquiries and providing solutions.
• Exceptional customer service skills with a focus on customer satisfaction and retention.
• Strong data entry skills with attention to detail and accuracy.
• Ability to handle email correspondence professionally and efficiently.
• Experience with both inbound and outbound calls in a busy office environment.
• Proficiency in Microsoft Office Suite, including Excel, Outlook, and Word.
• Skilled in scheduling appointments, managing calendars, and coordinating meetings.
• Familiarity with tax forms and understanding of basic financial concepts.

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