Block Advisors Admin
Job Description
What you'll do
What you'll do:
Block Advisors Admin will be responsible for answering phones and greeting clients in a personalized, friendly, and inviting manner. Scheduling clients according to their preferences, ensuring that their appointments are organized to meet their needs. Additionally, handle data entry for clients' files and office reporting, ensuring accurate and up-to-date information is maintained. Maintaining office cleanliness and organization of resources will be a collaborative effort with other team members. Provide general clerical and administrative support, handling tasks of a responsible and confidential nature. This includes assisting with filing, correspondence, faxing, as well as preparation and distribution of documents and materials for both clients and the office.
Day to day, you'll
- Answer phones, check in clients for appointments
- Receive drop offs and client data in office and mail
- Data entry related to tax, bookkeeping and payroll work
- Maintain professional office environment
- Ensures the office is using the appropriate network platforms to maintain client accounts and office programs
- other office duties as assigned
About H&R Block
H&R Block's purpose is simple: To provide help and inspire confidence in our clients and communities everywhere. We've been true to that purpose since brothers Henry and Richard Bloch founded our company in 1955. Since then, we've grown to have approximately 12,000 offices throughout the United States and around the world.
We are a people company first and a tax company second. People who join H&R Block say it feels like being part of something bigger. A place with an amazing and storied history, but with a strong and urgent focus on the future. Maybe it's how determined, forward thinking and innovative we are, or how accessible our leadership is. We believe it's all those things, and much more.
H&R Block is committed to diversity and inclusion and is proud to be an equal opportunity employer. We consider qualified applicants regardless of race, color, religion, creed, gender, national origin, age, disability, veteran status, marital status, sex, gender expression or identity, sexual orientation, citizenship, or any other legally protected class. All qualified applicants are welcomed and encouraged to apply.
Date Posted
06/09/2024
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