Choice Financial Incorporated/The Accounting Doctor Client Relations Support Administrator Livermore, CA · Full time

We are a growing organization looking to hire a highly motivated outgoing, and customer service-oriented person to administrative support across all departments.

Description

Small accounting consulting firm providing Employee Retention Tax Credit to small businesses throughout the United States. Through (4) COVID Laws, IRS is giving Employers up to $26,000 per employee and we assist clients to obtain refunds and we only bill if we are successful. We are a growing organization looking to hire a highly motivated outgoing, and customer service-oriented person to administrative support across all departments.

Job Type Full-time


Position Description:

This position will provide customer service, and administrative support to our sales team by helping to confer with clients by telephone or in person. Provide information about our services to clients, as well as provide assistance to clients in obtaining the necessary documentation  for submission to the IRS

•        Explain our service and answer questions from customers.

•        Provide brief IRS Tax Credit information to potential clients.

•        Prepare all required paperwork including contract preparation

•        Obtain information from clients and submit required forms and follow up with clients

•        Record maintenance

•        Assist in planning marketing events and company sponsored events

•        Keep a detailed log of contacts in our company database.

•        Build trust and rapport with clients


Required Skills/Abilities:

·      Ability to communicate in English both verbally and in writing via text and email with exceptional written and verbal communication skills.

·      Customer service skills  

•        Ability to prioritize and multitask as well as be proactive.

•        1 to 3 years administrative and/or customer service experience or equivalent combination of education and experience

•        Microsoft computer skills, familiarity and ability to use various email, excel and video conferencing programs and applications

•        Must be proficient in Windows 11

•        Ability to type 40 WPM and

•        Familiarity with CRM a plus

•        HubSpot experience highly desirable


Physical Requirements:

•         Must be able to sit and stand for long periods of time.

•        Able to perform various tasks via computer and phone


Salary:

• Hourly base of $20 to $30/hr DOE

COVID-19 considerations:

We are flexible. This is a very small office.


Salary

$20 - $30 per hour