Administrative Assistant

This role also entails close monitoring of customer accounts and initiating the necessary actions.

Responsibilities:

• Ensure precise data entry for all customer-related information.
• Manage phone calls and respond to customer inquiries efficiently.
• Administer the process of scanning, copying, and printing documents as required.
• Maintain thorough and organized customer credit records.
• Utilize excellent customer service skills to address customer needs for taxes.
• Perform administrative duties which include but are not limited to emailing via gmail and calling for missing tax return items.
• Process customer credit applications with accuracy and efficiency.
• Play an active role in maintaining a clean and organized work environment.
• Proven experience in Administrative Assistance or a related field.
• Demonstrated proficiency in Microsoft Office Suite, including Word, Excel, PowerPoint, and gmail.
• Excellent verbal and written communication skills.
• Ability to multitask and prioritize daily workload.
• High level of organizational skills and attention to detail.
• Strong customer service skills and ability to interact professionally with all levels of staff and clients.
• Ability to handle sensitive information with the highest degree of integrity and confidentiality.
• Experience with office equipment such as fax machines, copiers, and phone systems.
• Strong problem-solving skills and ability to make decisions under pressure.
• Willingness to learn and adapt to new technologies and procedures.
• Ability to work independently and within a team.
• High school diploma or equivalent required; higher education or certifications in related fields are a plus.