Company: Core Tax And Financial Advisors, LLC
Posted on: January 27, 2023
Core Tax And Financial Advisors, LLC. is a full service tax and
accounting firm located in Georgia. Since our founding, we've built
a firm that specializes in helping our clients with problems they
may have. Our mission and purpose is to provide affordable products
and services that relieve the small-to-medium sized business owner
or manager the headaches of the financial aspects of their
We are looking for Administrative Assistant with a strong customer
service mindset who are reliable, dependable, hardworking, and
caring individuals to add to our growing virtual care team! You
will work remotely to support our operation by providing assistance
via telephone, email and overseeing and managing the daily
functions of our Deposit Operations department from our existing
and potential clients.
--- Performs general administrative tasks (e.g. e-mail, telephone,
--- Handle inbound and outbound contacts in a courteous, timely,
and professional manner.
--- Listen to customers, understand their needs, and resolve
--- Record and modify customer information within the database.
--- Accurately document and process customer claims in appropriate
--- Overseeing consumer and business related deposit services and
operations including specialty accounts such as Trust, Estate, IRS
and Health Savings accounts.
--- Assists the Finance Manager in coordinating and overseeing ACH
processing, check (share draft) processing, wire transfers,
inclearings, debit cards and all E-commerce products such as:
Internet Banking, Mobile Banking (Commercial & Retail accounts),
--ryptocurrency, Positive Pay, Instant Issue, Bill Pay,
Person-to-Person payments and Treasury services.
--- Cash Management Operations, Electronic Payments, Wire Transfer,
Item Processing, and Digital Channels.
--- Set clear and consistent performance expectations and providing
clear and actionable feedback.
--- Ensuring consistent, accurate and timely delivery of service to
members and line of business partners.
--- Demonstrates compliance with banking business laws and
regulations as defined in company policies and procedures pertinent
to the position.
--- Assist in maintaining daily/weekly/monthly payments reporting
for financial, transaction and other statistical data.
--- Must be over 18
--- High School Diploma/GED is a must
--- Previous experience in office administration or other related
--- Ability to prioritize and multitask
--- Excellent written and verbal communication skills
--- Strong attention to detail
--- Strong organizational skills
--- Extended medical and health coverage that includes medical,
dental and vision.
--- Career advancement opportunities.
--- Work-at-Home Opportunity
--- Tuition reimbursement.
--- Paid holidays and generous paid time off.
Keywords: Core Tax And Financial Advisors, LLC, Atlanta , Administrative Assistant, Other , Kennesaw, Georgia
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