Sales Desk at MyTaxFiler
Plano, TX 75024
About the Job
Job Summary:
The Office Administrator will oversee daily office operations, ensuring effective inventory and document management, providing financial support, and facilitating exceptional client coordination. This role is essential for maintaining operational efficiency, offering administrative support across multiple departments, and fostering a positive experience for both clients and employees.
Key Responsibilities:
1. Office Administration and Inventory Management:
• Maintain office wellness supplies and manage inventory, including the ordering, restocking, and tracking of office equipment and consumables.
• Coordinate the procurement and shipping of office supplies, marketing materials, and other essential items.
• Assist in setting up workspaces by collaborating with IT and office teams to ensure equipment readiness.
2. Document Management and Processing:
• Handle the scanning, printing, and emailing of documents, including sensitive client materials and internal paperwork.
• Ensure the timely and accurate mailing of documents, maintaining control over postage, stamps, and tracking processes.
• Organizing, managing, and maintaining physical documents and filing systems.
3. Client Coordination and Reception:
• Welcome clients and visitors, escort them to conference rooms, and provide a professional first impression.
• Coordinate with associates to manage client walk-ins, ensuring a smooth and positive client experience.
• Oversee the notarization processes of documents, including applications and renewals as required.
4. Financial Support and Check Handling:
• Manage check deposits and issuances, ensuring accurate record-keeping and coordination with finance for deposits.
• Maintain and reconcile company credit card transactions, track toll and mileage expenses, and assist with travel bookings and arrangements.
• Support financial administration by processing invoices, monitor payment statuses, and follow up with relevant teams on outstanding invoices, handling petty cash, and coordinating check issuance and deposits.
5. Marketing and Event Support:
• Coordinate the creation, printing, and distribution of marketing materials such as banners, flyers, and event specific items.
• Liaise with external vendors and service providers for marketing-related purchases and logistical support.
6. Specialized Support and Coordination:
• Collect required signatures, complete forms, and submit documents as needed for internal processes.
• Perform ad hoc administrative tasks, including organizing travel bookings and supporting team travel needs.
7. Tax Experience
Should have basic knowledge of tax terms and understand the tax jargons.
Qualifications:
• Bachelor’s degree or equivalent experience in administration, office management, or a related field.
• Proven experience in office administration, inventory management, and client-facing roles.
• Strong organizational, multitasking, and time management skills.
• Excellent communication and interpersonal abilities.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
• Experience with financial processing, including invoice and check handling, is preferred.
Personal Attributes:
• Detail-oriented with strong problem-solving skills.
• Proactive, adaptable, and capable of working independently.
• A positive attitude and a strong commitment to customer service.
The Office Administrator will oversee daily office operations, ensuring effective inventory and document management, providing financial support, and facilitating exceptional client coordination. This role is essential for maintaining operational efficiency, offering administrative support across multiple departments, and fostering a positive experience for both clients and employees.
Key Responsibilities:
1. Office Administration and Inventory Management:
• Maintain office wellness supplies and manage inventory, including the ordering, restocking, and tracking of office equipment and consumables.
• Coordinate the procurement and shipping of office supplies, marketing materials, and other essential items.
• Assist in setting up workspaces by collaborating with IT and office teams to ensure equipment readiness.
2. Document Management and Processing:
• Handle the scanning, printing, and emailing of documents, including sensitive client materials and internal paperwork.
• Ensure the timely and accurate mailing of documents, maintaining control over postage, stamps, and tracking processes.
• Organizing, managing, and maintaining physical documents and filing systems.
3. Client Coordination and Reception:
• Welcome clients and visitors, escort them to conference rooms, and provide a professional first impression.
• Coordinate with associates to manage client walk-ins, ensuring a smooth and positive client experience.
• Oversee the notarization processes of documents, including applications and renewals as required.
4. Financial Support and Check Handling:
• Manage check deposits and issuances, ensuring accurate record-keeping and coordination with finance for deposits.
• Maintain and reconcile company credit card transactions, track toll and mileage expenses, and assist with travel bookings and arrangements.
• Support financial administration by processing invoices, monitor payment statuses, and follow up with relevant teams on outstanding invoices, handling petty cash, and coordinating check issuance and deposits.
5. Marketing and Event Support:
• Coordinate the creation, printing, and distribution of marketing materials such as banners, flyers, and event specific items.
• Liaise with external vendors and service providers for marketing-related purchases and logistical support.
6. Specialized Support and Coordination:
• Collect required signatures, complete forms, and submit documents as needed for internal processes.
• Perform ad hoc administrative tasks, including organizing travel bookings and supporting team travel needs.
7. Tax Experience
Should have basic knowledge of tax terms and understand the tax jargons.
Qualifications:
• Bachelor’s degree or equivalent experience in administration, office management, or a related field.
• Proven experience in office administration, inventory management, and client-facing roles.
• Strong organizational, multitasking, and time management skills.
• Excellent communication and interpersonal abilities.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
• Experience with financial processing, including invoice and check handling, is preferred.
Personal Attributes:
• Detail-oriented with strong problem-solving skills.
• Proactive, adaptable, and capable of working independently.
• A positive attitude and a strong commitment to customer service.
Salary
50,000 - 60,000 /year