Positive people oriented person needed. Greet clients and answer multi line telephone. Computer savvy in word, excel, etc. Enter information in computer software. Organize incoming data from clients. Set appointments. Light cleaning. Assist others in activities. Self motivated and organized. This is a small busy accounting, tax, and financial services firm.
No health insurance offered. Pension plan after two years service.
Skills and Qualifications:
Strong organization and computer skills
Detail oriented and quality driven
Effective and efficient time management
Effective communication with clients and other advisors/staff
Polite and clear phone manner
Ability to multi-task in a sometimes high-stress, demanding environment
Positive CAN DO attitude
Adhere to drug and smoke free workplace policy
Manage work based on priorities and timelines
Adheres to policies & procedures ensuring compliance
Professional appearance and behavior
Able to maintain confidentiality
This is a small busy accounting, tax, and financial services firm.
Location/Region: Port Charlotte, FL (US)