Administrative assistant customer relations temple city - united states, losangeles

Job summary:
primarily responsible for assisting and working closely with senior managerial staff and sales manager to provide administrative support and ensuring that the clients get the most out of their tax benefits.

major responsibilities:
1. email marketing brochures to prospective clients to promote services.
2. followed up on interested respondents.
3. research about customer’s property information and coordinate with sales person.
4. coordinates with the business owners and/or client’s cpa on all the documents and information required to do estimation related to tax savings/benefits
5. acts as the middle man between client and sales personnel. must be able to address client’s concerns/queries.
6. analyzes client’s income tax returns to determine their potential tax benefits/ savings (training provided).
7. review client’s account to reconcile refund payment and discrepancies.
8. review client’s status update regularly.
8. assist in accounts receivables for collection efforts and invoice preparations
9. maintain office supplies
10. performs other related tasks as may be assigned by management from time to time.

qualifications:
1. must have an associate degree and/or bachelor’s degree
2. excellent written and verbal communication skills
3. must be detail oriented and a fast learner
4. high level of professionalism, motivated, and goal oriented
5. strong analytical and decision-making ability
6. strong organizational and planning skills
7. able to multi-task, able to perform with minimal supervision
8. able to handle stressful situations and deadline pressures
9. proficient in microsoft office (word and excel) and internet research
10. authorized to work in the u.s.a.

address:9177 las tunas drive

more info: compensation: hourly rate depending on experience employment type: full-time job title: administrative assistant/ customer relations

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