A person with strong sense of direction and discipline, goal oriented, strong communication skills, ability to take ownership of tasks and position, creative, tech savvy, sense of humor, works as a team member enjoys learning, comfortable with the phone and direct contact with customers for a nurturing approach to timely resolve client requests.

The position will utilize all current policy and procedures and update any changes immediately for all the staff. While working to maintain great effort to move information forward so the work stays on time. One who understands that this role is just not passing an issue to others as fast a possible, but effectively handling it themselves to the point where if needed it is ready for the next person.

The position is a key customer service role, as they strive to keep the work flowing for the efficiency of the practice will ask for referrals as trained by us to help grow the practice. Appreciates being rewarded based on their production of work.

Responsibilities

• Answer and direct phone calls but also act as a gatekeeper so that the owner is not flooded with calls all day long.
• Organize and schedule meetings and appointments
• Maintain contact lists
• Produce and distribute correspondence memos, letters, faxes and forms
• Assist in the preparation of regularly scheduled reports
• Maintain a filing system
• Provide general support to visitors Scanning, copying, assembling tax returns
• Securities reporting Data Entry

Requirements

• Proven administrative or assistant experience
• Knowledge of office management systems and procedures
• Excellent time management skills and ability to multi-task and prioritize work
• Attention to detail and problem solving skills
• Excellent written and verbal communication skills
• Strong organizational and planning skills
• Be upbeat engaging & positive with both clients & staff

Send resume by:Fax: 859-344-6450

Mail: James Wilson CPA LLC

Attn: Beth Wilson

3161 Dixie Hwy Suite A

Erlanger, KY 41018

Required experience:

• Requirements
• Proven administrative or assistant experience
• Knowledge of office management syst: 1 year

Job Type: Full-time

Pay: $16.00 - $19.00 per hour

Benefits:

• 401(k)
• Paid time off

Schedule:

• 8 hour shift

Education:

• High school or equivalent (Preferred)

Experience:

• Microsoft Office: 1 year (Preferred)
• Customer Service: 1 year (Preferred)

Ability to Relocate:

• Erlanger, KY 41018: Relocate before starting work (Required)

Work Location: In person