Block Advisors Admin

As you help create a welcoming and organized experience for clients, you’ll build trusted relationships by providing friendly, accurate, and dependable administrative support.

Joining H&R Block in an Administrative Support role means you’ll help ensure the office runs smoothly while delivering an excellent client experience. You’ll greet clients, answer phones, schedule appointments, process client information, and provide confidential clerical support. You’ll also assist with payments, daily revenue reporting, and the preparation and distribution of client documents.

• Greet clients in a personalized, friendly, and inviting manner, answer incoming calls, and check clients in for appointments.
• Schedule client appointments and provide general front-office support.
• Receive client drop-offs and process client information received in the office or through the mail.
• Complete accurate data entry related to tax, bookkeeping, payroll, client files, and office reporting.
• Assist with filing, correspondence, faxing, and the preparation and distribution of client documents and materials.
• Support the processing of completed work to ensure materials are properly prepared for presentation to clients.
• Accept client payments and assist with processing and reporting daily revenue.
• Maintain a professional, clean, and organized office environment in partnership with other team members.
• Ensure appropriate network platforms and office programs are used to help maintain client accounts and office operations.
• Perform additional clerical, administrative, and 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