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Appointment Center Administrative Assistant - Seasonal Tax Support

Mercer Advisors Camarillo, CA
  • Posted: over a month ago
  • Temporary

Join our Camarillo team for Tax Season as a Appointment Center Administrative Assistant.

The primary responsibility will be on setting up, rescheduling and confirming appointments and answering incoming phone calls ­from clients. As an administrative assistant, you will have a direct impact on the client experience and are vital to the success of the organization. You will be a member of a dynamic team in a collaborative, client-focused environment utilizing your exceptional organizational, communication and problem-solving skills.

This is a seasonal support position starting January 15, 2020 to April 16, 2020.

Responsibilities:

  • Providing prompt and courteous service to clients who call with questions
  • Rescheduling existing appointments on CRM
  • Setting up appointments for new clients. This involves computer entry of new client’s information, making an appointment on CRM, completing all necessary paperwork for our records, and mailing a new client packet.
  • Calling clients and confirming their appointment
  • Communicating with tax preparers, front desk, and managers when necessary to answer a client’s question
  • Responsible for day-to-day administrative support for one or more Tax Advisors including answering inbound calls and email requests, scheduling and gathering client data for ongoing service processes
  • Confirming client information in CRM
  • Providing prompt and courteous service to clients who have questions
  • Maintaining data integrity across all systems and updating as necessary
  • Other duties as needed

Qualifications:

  • High School Diploma required
  • Excellent communication and computers skills, including MS Word, Outlook and Excel
  • Enjoy collaborating and building positive relationships
  • Client or customer service experience preferred
  • Ability to prioritize in a fast-paced environment while maintain client focus and demonstrating attention to detail

Work Schedule: Flexible Shifts between Monday to Saturday, 8:00 AM to 8:00 PM

When completing an application, please confirm when you are available to work.

Working Conditions: Professional office environment, working inside, standing, and sitting, will be assigned to a workstation, no heavy lifting over 10 lbs.

Mercer Advisors is an equal opportunity employer.

We not accepting unsolicited resumes from agencies and/or search firms for this job posting.

Mercer Advisors

Why Work Here?

Awesome opportunity to get great seasonal tax experience!

Mercer Advisors is a total wealth management firm that provides comprehensive financial planning, investment management, and family office services. Dedicated to improving the lives of our clients both today and through their retirement, we help them to develop a clear vision of their life goals. We then support their journey by providing comprehensive and coordinated wealth management advice that encompasses all areas of their financial life. Our staff of over 350 in 45 offices coast-to-coast includes financial advisors, attorneys, CPAs, investment experts, and other skilled and talented professionals who want to create a life of choices and freedom for each and every client.

Address

4009 Mission Oaks Blvd, Camarillo, CA 93012
Camarillo, CA
USA

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