This position provides administrative support for the office. In addition to typing, filing and scheduling, performs duites such as financial record keeping, being the initial point of contact for client inquiries and payments, obtaining supplies, coordinating direct mailings, and work on special projects.

This position would be full time (40 hours/week) January 1st through April 15th and 32 hours April 16th through December 31st.

PRINCIPAL RESPONSIBILITIES:

• Be the first point of contact for clients and team members entering and exiting the office.
• Greet and assist clients who come into the office for scheduled appointments or stop in with a request.
• Organize and prioritize large volumes of information and calls.
• Drarft written responses or replies by phone or email when necessary. Respond to regularly occurring requests for information.
• Answer incoming phone calls, take messages or answer routine and non-routine questions.
• Work independently and within a team on special projects.
• Responsible for the appearance of the office and shared spaces.
• Responsible for the accuracy and clarity of final product.
• Assemble tax returns, and retain appropriate records.
• Document management to ensure client privacy is ensured and records are properly signed, and filed.
• Responsible for checking in client information and starting a workflow or project.
• Maintain client files, and flow of of office projects and client tax returns.
• Accept payments, and assist in accounts receivable processing.
• Creates and maintains accurate and concise documentation of activities and events
• Performs related work as required.

KNOWLEDGE AND SKILL REQUIREMENTS / EDUCATION

• Advanced customer service capabilities to provide premier experience to clients.
• Skill in dealing with people of diverse socioeconomic backgrounds
• Basic knowledge in PC functions as well as office productivity applications (ex. MS Office, Outlook, Skype)
• High School Diploma or GED
• Possession of valid motor vehicle operator’s license
• Any combination of knowledge, skills, or education which demonstrates competency in required areas.

Job Type: Full-time

Pay: From $17.00 per hour

Benefits:

• Employee discount
• Flexible schedule
• Paid time off

Education:

• High school or equivalent (Preferred)

Experience:

• Customer service: 3 years (Required)
• Organizational skills: 1 year (Preferred)
• Administrative experience: 3 years (Preferred)
• Microsoft Office: 1 year (Preferred)

Ability to Relocate:

• Ripon, WI 54971: Relocate before starting work (Required)

Work Location: In person