OVERALL RESPONSIBILITIES:

Responsible for overall front office activities. The Client Happiness Coordinator proactively

addresses issues with emphasis on sound judgment, initiative and confidentiality with appropriate

minimum direction. He/she will successfully interface with internal departments and external entities.

KEY RESPONSIBILITIES:

• Answer phone calls and greet clients

• Monitor and maintain office supplies inventory

• Onboards clients and handle client inquiries

• Process client payments

• Enter invoices and receipts for company

• Schedule and manage appointments

• Prepare financial packages for the IRS and state departments of revenue

• Review tax return information for accuracy

• Scan in documents

• Ensure office is kept clean, neat and organized at all times

• Make bank deposits and run other errands (i.e. office supply runs)

• Coordinate events (i.e. classes, socials, webinars)

• Manage company's main e-mail addresses

EXPECTATIONS

• Work efficiently; be productive and self-directed

• Represent the company professionally to the public and to other associates

• Earn acceptance and trust of clients and other associates

• Function as loyal member of the team

• Exercise discretion in confidential matters

• Exhibit problem-solving skills

• Learn all skills necessary to complete responsibilities

  Background check is required upon hiring.

  We are an equal opportunity employer and strongly encourage applications from students

  of diverse backgrounds.