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Administrative Assistant at Search Services

Administrative Assistant

Search Services Houston, TX Full-Time
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Our West area client is seeking an Administrative Assistant to add to their new business venture that will be servicing bookkeeping, tax preparation, payroll and advisory type businesses. If you are looking for a an opportunity where you can be part of a new business concept, this role is for you!! Financial services experience is required, along with light bookkeeping skills. Excellent customer service  and a positive attitude are a must!
 

Primary responsibilities include, but are not limited to:

BUSINESS FUNCTIONS

  • Answer incoming calls
  • Schedule appointments and manage the schedule of the tax office
  • Build and maintain friendly rapport with clients while serving as their day to day contact
  • Answer routine questions from clients and potential clients
  • Prepare and send documents to the processing unit
  • Update and maintain client data in relationship management system
  • Anticipate and resolve service related issues
REQUIRED EXPERIENCE & SKILLS
  • 2 years of experience in financial services
  • Grasp of basic tax and bookkeeping concepts is a plus
  • Attention to detail, strong organizational skills and thorough follow up
  • Ability to prioritize while working quickly and accurately
  • Effective and concise communication skills
  • Resourceful and proactive work style with strong sense of ownership
  • Pleasant attitude and approachable demeanor
  • Experience using a CRM system
  • Ability to thrive in a small office environment
  • Proficient in Microsoft office suite and overall comfort using technology

Our West area client is seeking an Administrative Assistant to add to their new business venture that will be servicing bookkeeping, tax preparation, payroll and advisory type businesses. If you are looking for a an opportunity where you can be part of a new business concept, this role is for you!! Financial services experience is required, along with light bookkeeping skills. Excellent customer service  and a positive attitude are a must!
 

Primary responsibilities include, but are not limited to:

BUSINESS FUNCTIONS

  • Answer incoming calls
  • Schedule appointments and manage the schedule of the tax office
  • Build and maintain friendly rapport with clients while serving as their day to day contact
  • Answer routine questions from clients and potential clients
  • Prepare and send documents to the processing unit
  • Update and maintain client data in relationship management system
  • Anticipate and resolve service related issues
REQUIRED EXPERIENCE & SKILLS
  • 2 years of experience in financial services
  • Grasp of basic tax and bookkeeping concepts is a plus
  • Attention to detail, strong organizational skills and thorough follow up
  • Ability to prioritize while working quickly and accurately
  • Effective and concise communication skills
  • Resourceful and proactive work style with strong sense of ownership
  • Pleasant attitude and approachable demeanor
  • Experience using a CRM system
  • Ability to thrive in a small office environment
  • Proficient in Microsoft office suite and overall comfort using technology

 

Recommended Skills

Client Rapport
Bookkeeping
Administration
Friendliness
Attention To Detail
Coordinating
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Job Snapshot

Employee Type

Full-Time

Location

Houston, TX

Job Type

Admin - Clerical

Experience

Not Specified

Date Posted

04/25/2021
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