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.
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
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
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.
Mercer Global Advisors