Block Advisors Admin

As you help create a welcoming and professional experience for clients, you’ll provide essential administrative and clerical support that keeps the office organized and running smoothly. You’ll greet clients, coordinate appointments, maintain client information, process payments, and support the team with day-to-day office activities.

• Greet clients and answer phones in a personalized, friendly, and inviting manner.
• Check clients in for appointments and assist with scheduling.
• Receive client drop-offs and information submitted in the office or through the mail.
• Complete data entry related to tax, bookkeeping, payroll, client files, and office reporting.
• Provide general clerical and administrative support, including filing, correspondence, faxing, and preparation and distribution of documents.
• Assist with processing completed work and preparing materials for clients.
• Accept client payments and assist with processing and reporting daily revenue.
• Maintain a clean, organized, and professional office environment in partnership with team members.
• Ensure appropriate network platforms are being used to maintain client accounts and office programs.
• Handle administrative information and client materials with appropriate confidentiality.
• Perform other office duties as assigned.

• High school diploma or equivalent
• Customer Service
• Experience with multiple web-based applications
• Computer knowledge specifically with Microsoft Suites
• Phone skills

• Associate's degree in a related field or the equivalent through a combination of education and related work experience• 1-2 Years Experience• Technology driven• Basic knowledge of Microsoft Suites including Teams• Self-Motivated