Block Advisors Admin
H&R Block•Bluffton, IN
•Onsite
About The Position
Block Advisors is seeking an Admin to join their team. This role is crucial in providing a personalized, friendly, and inviting client experience. The Admin will be responsible for managing client interactions, scheduling, office organization, and administrative tasks to ensure smooth operations and client satisfaction.
Requirements
- High School Diploma or equivalent
- Experience working in a fast-paced environment
- At least 3 years previous experience in a customer service environment
- Strong organizational and time-management skills
- Ability to multi-task
- Strong attention to detail
- Knowledge of Microsoft Suite (Excel, Teams, Word, etc...)
Nice To Haves
- Any bookkeeping experience
- Experience with QuickBooks
Responsibilities
- Answer phones and greet clients in a personalized, friendly, and inviting manner
- Match clients with the best-suited tax professional for their needs
- Schedule clients how they would like to be scheduled
- Handle client exits by ensuring all current and future needs are met
- Maintain office cleanliness and organization of resources with team members
- Filing
- Invoicing and processing payments
- Data entry
- Packaging tax returns for mail or for presentation to clients
- Other duties as assigned
Benefits
- Competitive compensation
- Benefits to support your health and well-being
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
501-1,000 employees
