What are the responsibilities and job description for the Office Coordinator position at Ultimate Staffing?
Job Overview:
The Office Coordinator will serve as a key member of our team, providing critical support to our accountants and tax professionals. This individual will be responsible for maintaining accurate and up-to-date records, managing schedules, and ensuring the efficient operation of our office.
Duties and Responsibilities:
- Document Management: Maintain organized files, scan, and manage client records, tax documents, and financial reports.
- Administrative Support: Provide administrative support to accountants and tax professionals, including scheduling appointments and meetings.
- Data Entry: Accurately enter and maintain client and financial data in firm databases.
- Client Communication: Respond to phone calls, emails, and inquiries from clients in a professional and timely manner.
Preferred Qualifications:
- Experience working in an accounting or tax firm.
- Proven organizational and time-management skills.
- Proficiency in Microsoft Office (Excel, Word, Outlook) and document management systems.
- Excellent communication and interpersonal skills.
