Administrative Professional

Crippen & CoThe Villages, FL
Onsite

About The Position

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. 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.

Requirements

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

Responsibilities

  • 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.
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