What are the responsibilities and job description for the Operations Assistant position at Davie Kaplan,CPA, P.C.?
Join our team as an Operations Assistant.
We are seeking a motivated and passionate individual with a strong work ethic and positive attitude to assist in serving our clients. We work with a select group of individuals and business owners, executives and retirees to build and preserve tax-efficient income and family wealth. Our core mission is to help each of our clients achieve long-term financial security and peace of mind through tax efficient wealth management. We take pride in our success and achievements as a team and have been named one of Rochester’s “Top Workplaces” for a number of years! We have great benefits to offer and a thriving positive workplace culture. Please apply for further discussion
Responsibilities
- Scheduling client meetings via email or phone for existing clients.
- Internal system data entry, maintenance and document processing
- Managing client information to ensure that electronic and paper files are complete, organized and secure
- Reviewing all accounts and preparing beneficiary reports prior to client meeting and making any necessary updates to account post meetings.
- Documenting progress and completed tasks in our CRM (customer relationship management software) – with satisfactory detail so that the current status can be easily understood by other members of the team
- Saving client meeting documents into software after client meetings
- Various other duties as necessary to assist in accomplishing department goals
- Creating monthly client meeting report and updating prior months report noting completion of scheduled sessions
Qualifications
- Excellent oral and written communication skills with meticulous attention to detail
- Must be a team player focused on client service
- Effective time management skills and ability to prioritize multiple assignments
- Solid computer skills, including experience with Microsoft office, especially excel spreadsheets
- Proactive and takes initiative.
- Shows a willingness to help clients and colleagues find solutions
- This position will require successful completion of a background check
- Adheres to assigned work schedule and must be punctual
Job Type: Full-time
Pay: $23.00 - $25.00 per hour
Benefits:
- 401(k)
- Paid time off
Schedule:
- 8 hour shift
- Day shift
Ability to Commute:
- Rochester, NY 14618 (Preferred)
Ability to Relocate:
- Rochester, NY 14618: Relocate before starting work (Preferred)
Work Location: In person
Salary : $23 - $25