Block Advisors Admin

H&R Block•Bluffton, IN

11h

About The Position

As a Block Advisors Admin, you provide essential administrative and clerical support to create a welcoming, professional client experience and keep the office organized and running smoothly. The role includes greeting clients, coordinating appointments, maintaining client information, processing payments, and supporting day-to-day office activities. You also help maintain confidentiality of client information and materials and ensure appropriate network platforms are used for client accounts and office programs.

Requirements

High school diploma or equivalent.
Customer service skills.
Experience with multiple web-based applications.
Computer knowledge, specifically Microsoft Suites.
Phone skills.

Nice To Haves

Associate's degree in a related field, or the equivalent through a combination of education and related work experience.
1–2 years of experience.
Technology-driven approach.
Basic knowledge of Microsoft Suites, including Teams.
Self-motivated.

Responsibilities

Greet clients and answer phones in a personalized, friendly, and inviting manner.
Check clients in for appointments and assist with scheduling.
Receive client drop-offs and information submitted in the office or through the mail.
Complete data entry related to tax, bookkeeping, payroll, client files, and office reporting.
Provide clerical and administrative support, including filing, correspondence, faxing, and preparing and distributing documents.
Assist with processing completed work and preparing materials for clients.
Accept client payments and assist with processing and reporting daily revenue.
Maintain a clean, organized, and professional office environment in partnership with team members.
Ensure appropriate network platforms are used to maintain client accounts and office programs.
Handle administrative information and client materials confidentially.
Perform other office duties as assigned.