Office Administrator | Director of First impressions for Wealth | Tax Practice

Seeking a Dynamic Office Administrator | Director of First Impressions for our prestigious Wealth | Tax Practice -Part Time in Liberty Corner , New Jersey

Are you a people person with exceptional communication and organizational skills? Join our team as the face of our firm, creating lasting positive impressions for our high-net-worth clients.

Key Responsibilities

Client Service:

• Manage incoming calls
• Schedule client appointments
• Prepare for client meetings
• Enter notes and tasks into CRM (Redtail)
• Maintain and organize client records
• Handle client service issues as they arise
• Handle client meeting follow-up tasks as delegated
• Manage new client onboarding process
  
  

Operations

• Inventory and order office supplies
• Manage office technology and servicing
  
  

Marketing

• Help with event planning and confirming attendance
• Look for opportunities to go above and beyond to appreciate clients
  
  

Attributes And Qualifications

• 1- 3 years’ experience as an Office Administrator/Admin Executive
  
  

Strong Verbal And Written Communication Skills

• Cool and calm under pressure
• Enjoys working with public, providing excellent client service
• Proficiency in MS Office suite or Office 365 (Microsoft word, excel, PowerPoint)
• Experienced in working with CRM’s like Redtail, Salesforce or Wealthbox. Redtail is preferred.
• Familiar with scheduling tools like Calendly, Google Calendar etc.
• Knowledge of basic accounting and tax principles is a bonus.
• Ability to multitask and prioritize in a fast-paced environment
• Professional appearance and positive attitude
  
  

This is not a sales position.

Industry experience a plus.

Competitive Compensation, Based On Experience. Some Benefits Are Available.

This position is located in Liberty Corner, NJ.

Please submit cover letter and resume in Word or PDF format.

Instructions For Applying For This Position

Resumes will not be accepted without a cover letter that states why you would be a good fit for this position and the compensation range you wish to discuss. Also in your cover letter, please describe your three most defining characteristics or attributes. This exercise is meant to show us your writing skills and ability to follow directions as well as to help us get to know you. Note that you must follow these exact instructions or your resume will be rejected. Thank you.