ABOUT THE POSITION:

The Client Service Administrator bridges the gap between sales and service by managing crucial client documents and verifying financial information. Responsibilities include creating, storing, and retrieving documents, maintaining calendars and appointments, managing loan operations, and obtaining necessary information from clients to facilitate company services. This role ensures smooth and efficient document management, supporting the company's services and operational accuracy.

WHO WE ARE?

We are a friendly and down-to-earth Tax Firm in Encino. We assist our clients with their fiscal-related needs. We range in services from tax prep, bookkeeping, audit representation, Tax Mediation, etc. We take pride in alleviating some of the stresses that arise from taxpayers' fiscal responsibility.

WHAT WE ARE SEARCHING FOR:

We are searching for a friendly and upbeat personality to join our team. There is room for growth and many opportunities within the industry.

Job Types: Full-time, Contract

Pay: $20.00 - $23.00 per hour

Expected hours: 40 per week

Benefits:

• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Experience:

• Customer service: 1 year (Preferred)

Work Location: In person