Description
Summary/Objective: GEI Tax and Financial Services, Inc. is located in Kenneth Village in Glendale, California. We provide income tax preparation, audit & collections representation, and life & financial planning to our clients. We are driven entirely by our clients’ needs and focus on educating our clients so that they are better informed when making financial decisions. We are looking for an Administrative Assistant/Secretary to provide general administrative support to our Senior Staff and clients, distribute completed returns and follow up for signature, and provide courteous reception to our clients by phone. Responsibilities: Answer telephone calls and distribute messages. Distribute completed returns through client portals and follow up for client signature. Greet visitors and callers, handle their inquiries, and direct them to the appropriate persons according to their needs. Receive, distribute, and send mailings and notices. Provide office and clerical support to CEO and Senior Staff. Correspond with clients and handle simple requests. Schedule meetings with clients. Follow up with clients regarding appointments, missing information, and overdue payments. Input client data into client management and tax software. Perform other duties as assigned. Desired Competencies: Proficient written and verbal communication in English. Excellent telephone and face-to-face communication and interpersonal skills. Professional appearance and poise. Positive attitude and friendly personality. Excellent attention to detail and accuracy during data input. Ability to remain focused and organized. Efficient operation of office equipment such as fax machines, copiers, and phone systems. Ability to perform clerical and administrative tasks quickly and accurately. Ability to be flexible and adaptable in a variety of situations. Ability to follow instructions accurately. Ability to maintain a high-level of confidentiality. Ability to follow through on every task through completion. Requirements: Proficiency in Microsoft Word and Microsoft Outlook. (A major plus is familiarity with LaCerte, Canopy Tax, and Quickbooks). High School Diploma, Associate Degree preferred. Clear written and verbal communication skills. Experience in an office setting. Logistics: Hours - This is a full-time position (40 hours a week). Normal and flexible work schedule. Start Date – mid January Location – Glendale, California Compensation – Based on candidate’s skill set. Job Type: Full-time Pay: $22.00 - $25.00 per hour Work Location: In person
Administrative Assistant/Secretary
Description
Summary/Objective: GEI Tax and Financial Services, Inc. is located in Kenneth Village in Glendale, California. We provide income tax preparation, audit & collections representation, and life & financial planning to our clients. We are driven entirely by our clients’ needs and focus on educating our clients so that they are better informed when making financial decisions. We are looking for an Administrative Assistant/Secretary to provide general administrative support to our Senior Staff and clients, distribute completed returns and follow up for signature, and provide courteous reception to our clients by phone. Responsibilities: Answer telephone calls and distribute messages. Distribute completed returns through client portals and follow up for client signature. Greet visitors and callers, handle their inquiries, and direct them to the appropriate persons according to their needs. Receive, distribute, and send mailings and notices. Provide office and clerical support to CEO and Senior Staff. Correspond with clients and handle simple requests. Schedule meetings with clients. Follow up with clients regarding appointments, missing information, and overdue payments. Input client data into client management and tax software. Perform other duties as assigned. Desired Competencies: Proficient written and verbal communication in English. Excellent telephone and face-to-face communication and interpersonal skills. Professional appearance and poise. Positive attitude and friendly personality. Excellent attention to detail and accuracy during data input. Ability to remain focused and organized. Efficient operation of office equipment such as fax machines, copiers, and phone systems. Ability to perform clerical and administrative tasks quickly and accurately. Ability to be flexible and adaptable in a variety of situations. Ability to follow instructions accurately. Ability to maintain a high-level of confidentiality. Ability to follow through on every task through completion. Requirements: Proficiency in Microsoft Word and Microsoft Outlook. (A major plus is familiarity with LaCerte, Canopy Tax, and Quickbooks). High School Diploma, Associate Degree preferred. Clear written and verbal communication skills. Experience in an office setting. Logistics: Hours - This is a full-time position (40 hours a week). Normal and flexible work schedule. Start Date – mid January Location – Glendale, California Compensation – Based on candidate’s skill set. Job Type: Full-time Pay: $22.00 - $25.00 per hour Work Location: In person
