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H&R Block · 1 day ago

Block Advisors Admin

US-FL-TRINITY

Full-time

Onsite

New Grad, Entry Level

H&R Block is a leader in tax preparation and financial services, seeking a Block Advisors Admin. The role involves greeting clients, scheduling appointments, and maintaining office organization while ensuring a welcoming environment for clients.

ConsultingRetailService IndustryTax Preparation

Responsibilities

Answer phones and greet clients in a personalized, friendly, and inviting manner

Match clients with the best-suited tax professional for their needs

Schedule clients how they would like to be scheduled

Handle client exits by ensuring all current and future needs are met

Maintain office cleanliness and organization of resources with team members

Data entry

Other duties as assigned

Qualification

Customer serviceSales experienceWindows proficiencyOrganizational skillsTime-management skillsMulti-taskingData entry

Required

High School Diploma or equivalent

Experience working in a fast-paced environment

Previous experience in a customer service environment

Preferred

Sales and/or marketing experience

Ability to multi-task

Strong organizational and time-management skills

Knowledge of cash register operations

Knowledge and experience with a Windows based computer system

Benefits

Competitive compensation and benefits to support your health and well-being

Company

H&R Block

Glassdoor3.8

H&R Block is a tax solutions provider that offers tax returns, filings, and advisory services for individuals and businesses. It is a sub-organization of Ameriprise Financial.

Founded in 1955