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Job Description
The Office Administrative Assistant is responsible for ensuring that each client receives the best possible care and attention. This is achieved by greeting/acknowledging each client, identifying his/her needs, and providing prompt and accurate information, while maintaining a pleasant and professional atmosphere.
The Office Administrative Assistant duties include:
Greets and welcomes each client.
Determines the clients service needs and assigns the client to an appropriate Tax Professional
Answers the telephone in a professional manner, providing callers with basic information about services and fees when requested.
Receives and secures cash, cheques, debit/credit card receipts, and balances the cash as part of the mid-day or end-of-the-day closing procedures.
Records all transactions in the Point-of-Sale computer and completes bank deposits in accordance with the District Managers instructions.
Order Office supply and maintain Inventory.
Schedules and confirm client appointments or meetings.
Maintains proper office appearance and cleanliness.
Minimum Qualifications
High school diploma or equivalent
Two to four years of clerical/administrative experience or equivalent
Must have good reading and math skills
Previous experience in a customer service environment.
Previous experience processing payments in various forms
Ability to operate a computer and applicable software packages.
To find more information about becoming an Office Administrative Assistant, please contact your local H&R Block Office, Melville.