
Administrative Professional
1 week ago
As a highly skilled and organized administrative professional, you will play a critical role in supporting the day-to-day operations of our team. Your primary responsibility will be to manage client relationships, handle administrative tasks, and ensure seamless communication between departments.
Key Responsibilities- Client Job Management:
- Upload and download documents from the client portal
- Filing and organizing documents within client folders
- Email notifications to clients as needed
- New Client Onboarding:
- Send welcome emails to new clients
- Assign tax ID numbers
- Set up client portals
- Status Tracking and Task Completion:
- Track all assigned tasks in the status dashboard
- Complete assigned tasks
- Research and Data Collection:
- Research client information
- Collect business data, including statements of information and business licenses
- Accounts Receivable:
- Track and invoice recurring invoices
- Run payments monthly
- Collections by running aging reports and reaching out to clients
- Billing and Payment Processing:
- Process payments through ACH, wire transfer, and check payments
- Reconcile postings daily
- Bachelor's degree in Accounting or related field
- Highly organized with excellent time management skills
- Strong written and verbal communication skills
- Proficient in Microsoft Office products
- 1 year of project management experience
- 3-5+ years of administrative experience
- Solution-oriented problem-solving skills
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