Block Advisors Admin

As an Administrative Support team member, you’ll help create a welcoming and professional experience for clients while providing essential day-to-day support to the office. You’ll greet clients, answer phones, schedule appointments, maintain client information, and assist the team with administrative tasks. This role requires strong customer service, organization, attention to detail, and the ability to responsibly handle confidential client information.

Day to day you’ll…

• 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 and materials.
• Assist with processing completed work for presentation to clients.
• Accept client payments and assist with processing and reporting daily revenue.
• Maintain a clean, organized, and professional office environment.
• Ensure appropriate network platforms are used to maintain client accounts and office programs.
• Support Tax Professionals, payroll staff, and other team members with general office needs.
• Perform other office duties as assigned.