Tax & Financial Planning Office Assistant

This position is for a part-time office assistant. Various shifts are available. Hours will be various shifts based on your availability including weekdays (M-F) 9:00 am - 5:00 pm. More hours including weekends (Saturday and Sunday) and staying late could be needed during the busy tax season (February to April). This is a great opportunity for college students studying finance or accounting to get part-time office work experience. The position is available to start between now and September. 

Our company focuses on tax and financial planning for individuals and small businesses.

Responsibilities include:
- Amicably greeting clients and answering phone calls
- Scheduling client meetings and sending confirmation emails
- Sending mailings and letters
- Organizing materials for meetings
- Typing documents
- Updating client database profiles and folders
- Conducting clerical duties such as filing, copying, printing and scanning
- Managing e-mail accounts by checking and responding to e-mails
- Working directly with clients to answer their inquiries
- Communicating with prospective clients by explaining our services

Qualifications:
-Interpersonal skills
-Strong written and verbal communication
-Organization skills
-Reliability
-Microsoft Office proficient
-Teamwork skills
-Professional attitude and demeanor
-Ability to multitask in a fast paced environment