Client Assistance: Assist clients with appointment scheduling, inquiries, and general information. Provide outstanding customer service, ensuring clients feel valued and their needs are addressed promptly.
Appointment Management: Schedule and coordinate client appointments with the appropriate staff members. Maintain the appointment calendar, ensuring efficient use of time and resources.
Communication Liaison: Serve as a point of contact for internal and external communication, ensuring messages are relayed accurately and promptly to the appropriate parties. Disseminate information effectively within the organization.
Administrative Support: Provide administrative assistance to various departments within the accounting firm, such as preparing documents, filing, data entry, and other clerical tasks as required.
Confidentiality and Security: Maintain strict confidentiality regarding sensitive information and ensure the security of client records and files. Adhere to data protection policies and procedures.
Problem Resolution: Handle client inquiries, complaints, or issues professionally and efficiently, escalating matters as necessary to the appropriate individuals or departments.
Team Collaboration: Collaborate with colleagues and staff members to ensure smooth operations and effective teamwork. Support other administrative staff when required.
Document Preparation: Review, modify, and prepare general templates, letters, reports, PowerPoint presentations, Word documents, and Excel workbooks. Support preparation and assembly of tax returns, financial statements, and audit packages
Database Maintenance: Update and maintain internal databases to ensure information is current and accessible.
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