Administrative Assistant

• Manage and update client information with accuracy, ensuring all records are properly organized
• Coordinate and schedule appointments, including calendar invites for tax season preparation
• Answer and direct inbound calls professionally, addressing inquiries and routing them as necessary
• Perform data entry tasks efficiently to maintain up-to-date office documentation
• Support daily administrative office operations, including filing and correspondence management
• Assist with receptionist duties, such as greeting visitors and managing front desk activities
• Provide support related to federal income tax processes and documentation
• Collaborate with team members to ensure timely completion of administrative tasks
• Maintain confidentiality and adhere to company policies when handling sensitive information

• Previous experience in administrative assistance or a related role is preferred, but not required
• Strong organizational skills with exceptional attention to detail
• Proficient in data entry and handling client information
• Excellent communication skills for managing inbound calls and client interactions
• Familiarity with calendar scheduling and appointment coordination
• Ability to perform receptionist duties with a detail-oriented approach
• Basic understanding of federal income tax processes is a plus
• Demonstrated ability to work both independently and collaboratively in a team environment

Basic understanding of federal income tax processes is a plus

• medical, vision, dental, and life and disability insurance
• eligible to enroll in our company 401(k) plan