Front Desk Administrative Assistant - Seasonal Tax Support (42323)

Mercer Global Advisors Camarillo , CA 93012

Posted 2 months ago

Join our Camarillo team for Tax Season as a Front Desk Administrative Assistant!

The primary responsibility will be welcoming clients to our office and preparing all necessary paperwork. As an administrative assistant, you will have a direct impact on the client experience and are vital to the success of the organization. You will be a member of a dynamic team in a collaborative, client-focused environment utilizing your exceptional organizational, communication and problem-solving skills.

This is a seasonal support position starting January 15, 2020 to April 16, 2020.

Responsibilities:

  • Responsible for day-to-day administrative support for one or more Tax Advisors including answering inbound calls and email requests, scheduling and gathering client data for ongoing service processes

  • Checking clients in and out of the office

  • Collecting payments

  • Confirming client information in CRM

  • Providing prompt and courteous service to clients who have questions

  • Communicating with tax preparers, appointment center, and managers when necessary to answer a client's question

  • Maintaining data integrity across all systems and updating as necessary

  • Mailing Client correspondence

  • Other duties as needed

Qualifications

  • High School Diploma required

  • Excellent communication and computers skills, including MS Word, Outlook and Excel

  • Enjoy collaborating and building positive relationships

  • Client or customer service experience preferred

  • Ability to prioritize in a fast-paced environment while maintain client focus and demonstrating attention to detail

Work Schedule: Flexible Shifts between Monday to Saturday, 8:00 AM to 8:00 PM

When completing an application, please confirm when you are available to work.

Working Conditions: Professional office environment, working inside, standing, and sitting, will be assigned to a workstation, no heavy lifting over 10 lbs.

Mercer Advisors is an equal opportunity employer.

We not accepting unsolicited resumes from agencies and/or search firms for this job posting.


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Front Desk Administrative Assistant - Seasonal Tax Support (42323)

Mercer Global Advisors