Block Advisors Admin

H&R Block•Lexington, VA

About The Position

This Administrative Support role helps create a welcoming, organized client experience and keeps the office running smoothly. The position provides friendly, accurate, and dependable administrative support, including greeting clients, answering phones, scheduling appointments, processing client information, and handling confidential clerical work. It also supports payments, daily revenue reporting, and the preparation and distribution of client documents.

Requirements

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

Nice To Haves

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

Responsibilities

Greet clients in a personalized, friendly, and inviting manner; answer incoming calls; and check clients in for appointments.
Schedule client appointments and provide general front-office support.
Receive client drop-offs and process client information received in the office or through the mail.
Complete accurate data entry related to tax, bookkeeping, payroll, client files, and office reporting.
Assist with filing, correspondence, faxing, and the preparation and distribution of client documents and materials.
Support the processing of completed work so materials are properly prepared for presentation to clients.
Accept client payments and assist with processing and reporting daily revenue.
Maintain a professional, clean, and organized office environment in partnership with other team members.
Use appropriate network platforms and office programs to help maintain client accounts and office operations.
Perform additional clerical, administrative, and office duties as assigned.