Job Details

Executive and Administrative Support

  2023-12-08     Jones & Roth     Eugene  
Description:

Jones & Roth is looking for friendly, detail-oriented professional to provide high-level administrative support to Client Relationship Managers (CRM) and the Firm.

Responsibilities include:

  • Client Care Coordinator
    • CRM and Client information requests
    • Handle information inflow
    • Assist with client service
  • Reporting and assembly
    • Financial statement assembly
    • Tax processing and assembly
    • Source data entry
    • Scanning
    • Client information updates
  • Client Reception
    • Phones
    • Greet customers
  • Other tasks as needed

Skills Needed

  • Strong project management and organizational skills
  • Ability to prioritize, multi-task and manage multiple deadlines
  • Keen eye for detail
  • Timely and accurate completion of responsibilities
  • Positive outlook and ability to work with different personalities
  • Client service and friendly approach
  • Strong verbal and written communication skills
  • Technology skills, including Word and Excel
  • 3+ years' experience in an administrative support role

Apply online at www.jrcpa.com


Do not contact this company in solicitation of any product or service.

apply below | save job

Apply for this Job

Please use the APPLY HERE link below to view additional details and application instructions.

Apply Here

Back to Search




Want an email alert with jobs like this one? Sign up today!