Administrative Professional

6 days ago


Green Bay, Wisconsin, United States TMS Financial Full time

TMS Financial is a growing independent tax, accounting and financial advisory firm with over 30 years of experience. We create and maintain meaningful long-term relationships with our clients and help them achieve their financial goals.

TMS Financial is currently accepting applications for an Administrative Professional. Our administrative team are critical members of our team, ensuring our clients receive exceptional service and leave our offices with positive lasting impressions.

The Ideal candidate:

  • Brings a positivity to work daily
  • Values organization and a clean work space
  • Strong communicator
  • Detail-oriented and thorough with a desire for greatest degree of accuracy
    Proven analytic and problem-solving skills
  • Ability to adapt throughout the day and prioritize tasks
  • Ability to work independently as well as collaboratively as part of our team
  • Performs well under pressure and follows through to meet deadlines

Responsibilities:

  • Answer telephone calls, schedule appointments and answer general inquiries related to tax return status and turnaround
  • Collect and process client paperwork and payments
  • Administrative tasks including scanning and filing
  • Process incoming and outgoing mail
  • Maintains confidentiality

  • Identify areas for improvement and assist with implementation

  • Other duties as assigned

Qualifications:

  • Minimum high school degree
  • Minimum of 2 years of customer service experience
  • Experience with Microsoft Office, including Outlook, Word and Excel

Apply NOW to be our next impact player


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