Administrative Professional

Crippen & CoOcala, FloridaOn-siteFull-timeMid level, 2–5 yearsListed 1 day ago

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About this role

Progressive. Innovative. Fun. Experience life at Crippen!

We are currently looking for a high-energy, ethical, and motivated Administrative Professional to contribute to our growing and inspired team.

Job Overview

A successful candidate must be a self-starter, disciplined, very well organized, and possess a positive attitude regarding varied work duties. Must also possess excellent communication skills and an out-going personality.

Job Description

•    Greet, welcome, direct and announce visitors at the front desk.
•    Assist clients with forms.
•    Work with a multi-line phone system to answer incoming calls to screen and forward to appropriate individuals.
•    Client contact for outstanding items.
•    Schedule appointments for clients to meet with Partners and Client Managers.
•    Complete projects tasks in a timely manner as most are time-sensitive.
•    Scan documents as needed.
•    Sort and deliver client documents to staff.
•    Enter client information and updates in our various systems.
•    File client documents and tax returns in appropriate files.
•    Process incoming and prepare outgoing mail.
•    Process client payments.
•    Ensure lobby and kitchen is kept clean and orderly on a daily basis.
•    Restock beverage refrigerators daily.
•    Unpack and stock office and kitchen supplies.
•    Protect firm's value by keeping information confidential and maintaining client confidentiality.

Required Skills

•    Professional appearance, as selected candidate will be the first point of contact for the firm.
•    Courteous and professional phone skills.
•    Detail oriented and exceptional organizational skills.
•    Self-motivated to meet deadlines and complete tasks without reminders.
•    Comfortable working in a paperless environment.
•    Proficient knowledge of Microsoft Office programs (Excel, Word, Outlook).
•    Ability to multi-task and work independently.
•    Adaptable to change and ability to learn new skills.
•    Basic knowledge of computers and willingness to learn new programs.
•    Quality focused.

Qualifications

•    3-5 years administrative/customer service experience in a professional environment
•    High School Diploma