- – Welcome and assist customers with inquiries, order pickups, and communications.
- – Manage phone calls, emails, and follow-ups to ensure timely customer support.
- – Maintain organized records and update customer information in systems accurately.
- – Coordinate schedules, appointments, and personal commitments for senior leadership.
- – Manage time-sensitive errands, logistics, and transportation support as needed.
- – Handle confidential information with discretion and maintain strict privacy standards.
- – Prepare compilation engagements and complex tax filings for various entities.
- – Manage client files, ensuring accuracy, compliance, and timely completion.
- – Train and mentor junior staff, providing technical guidance and feedback.