Executive Assistant/Office Manager

Wilmington DE

28 June, 2021

3:59 PM

Description

· Take all administrative work away from owner, tax preparers and bookkeepers so they can focus on getting work turned around and back to clients. . This includes persistently calling clients for their tax information – W2 Forms and other documents.· Increase organization and client service - do you have experience assisting an owner or executive - to stay on track for the day?- Manage all work in progress – making sure it is been handled timely by staff and clients are very satisfied with turnaround time- Make sure all work is being billed and collected timely· Firmly ask for money and enforce payment policies with clients· Be very highly tech savvy - and coordinate with technical support for any software update or fixing of problem· Identify opportunities for operations improvement· Responsible for the generation of management reports from practice management software, in a timely way· Receptionist responsibilities, including answering phone, scheduling appointments etc.· Will be resourceful – and find answers to questions that arise, rather that pass them along to the owner to research and resolve.Due to the fact that this position involves a lot of communication with both staff and clients, communication and problem-solving skills need to be very high.