Job Description
Job Description
- Reception, Greet and Announce Clients
- Answer Telephone, Direct Calls, Take Messages
- Open Incoming Mail and Distribute
- Weigh and Post Outgoing Mail
- Mail Client Invoices
- Pull Files and Complete Job Record Sheets for Clients
- Manage and Maintain Client Files
- Process, Copy and Bind Tax Returns
- Contact Clients for Appointments and Assist in Scheduling Tax Meeting in Microsoft Office
- Type Various Letters and Forms
- Keep Kitchen Clean, Wash Cups/Dishes, and Prepare Coffee
Company DescriptionSmall Family Office with emphasis on customer service.
Company Description
Small Family Office with emphasis on customer service.