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Administrative Tax Preparer

Metairie LA

Base Pay: 17.00-20.00

This position will be responsible for assisting with tax preparation and communicating with clients about the tax preparation process. Additionally...

This position will be responsible for assisting with tax preparation and communicating with clients about the tax preparation process. Additionally, this position will work closely with staff and various accounting firms. This position will become permanent for the right candidate.

Responsibilities include:

  • Preparation of individual income tax returns
  • Taking incoming calls from clients, setting up appointments, assembling completed tax returns
  • Bookkeeping functions and account reconciliations
  • Ensure the confidentiality of each client by following all company procedures regarding information handling
  • Ability to work in a dynamic, time sensitive environment
  • Communicate with clients to obtain information needed to complete tax returns.
  • Strong sense of personal motivation as well as the ability to work with a team

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Bilingual Customer Service Representative

NEW ORLEANS LA

Base Pay: 15.00 per HOUR

Financial and insurance services office is now seeking a Bilingual Customer Service Representative that is very customer focused. Great w...

Financial and insurance services office is now seeking a Bilingual Customer Service Representative that is very customer focused. Great work/life balance. A Westbank resident would also be preferred. 

Responsibilities to include:

  • Be the first to answer and screen all phone calls 
  • Maintain a high retention rate by being proactive and providing extraordinary service. 
  • Supervise the annual renewal process for all personal lines clients, including identifying and pursuing potential cross-sell opportunities
  • Generate additional revenue on the book of business in the form of increased coverage, account rounding, adding policy features and generating referrals for new business.
  • Manage all service and billing issues (endorsements, policy changes, third-party requests, etc)
  • Advise and assist existing clients regarding the claims process, as necessary
  • Create a positive brand image as the agency's "relationship manager" to outside constituents.
  • Proactively support the agency's leadership and sales team.
  • Exhibit continuous growth in the ares of teamwork and personal integrity.
  • Other responsibilities as directed by the manager.

 

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Sales Administrative Assistant

METAIRIE LA

Base Pay: $20.00

Looking for a long term career....not a job!  This position might be for you.  Advancement potential and full benefits on direct hire.&nb...

Looking for a long term career....not a job!  This position might be for you.  Advancement potential and full benefits on direct hire.  Provide administrative support to the GM and management of department. Facilitate projects/programs as assigned. Administer departmental budget. Facilitate planning Prepare correspondence vial email. Process all expense reports. Prepare the monthly sales team report. Arrange complex travel. Plan annual meetings

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