The Office Administrator is the face of Valley Oak. In this fast-paced, in person role, you are responsible for welcoming clients and guests, coordinating meetings, answering phone calls, and controlling correspondence. The Office Administrator is responsible for managing the inflow of tax documents from clients and the outflow of finalized tax returns, among other administrative projects and tasks to deliver great customer service to our clients.
Valley Oak is a full-service financial services firm with a three-pronged approach. We operate and manage a full-service CPA firm, Investment and Advisory firm, and Insurance Firm. Our niche is working with business owners to create a customized plan to lower income taxes, optimize personal wealth, and minimize wealth transfers.
Qualities & Characteristics:
For the Office Administrator to be successful, they should display a welcoming and inviting presence, be organized, detailed oriented, and have the desire and ability to work in a fast-paced environment. This person should also exhibit a great deal of team collaboration and desire to pick up projects and tasks to assist other team members.
This is a full-time, onsite position in Charlotte, Michigan.
If interested in applying for this position, send your resume to email@example.com.