General Office Management Responsibilities :
- Answer phones and direct calls.
- Greet clients and manage check-ins for task needs.
- Maintain client files.
- Organize documents.
- Process daily mail.
- Generate new client labels.
- Maintain the front-end area and file room.
- Schedule appointments.
Document Maintenance and Check-in Protocols :
Check in clients as documents are received.Mark documents and update CRM workflows accordingly and retrieve corresponding files.Manage CRM Reports.Processing of Reviewed Returns :
Bind and / or upload reviewed returns.Confirm task completion by the reviewer.Confirm that an invoice is included.Share with the client via the portal or by binding and contacting them.Client Communication and Task Management
Create and / or edit client request templates.Track task due dates.Proactively contact clients for missing / incomplete information per CRM.Learning and Development :
Engage in continuous learning.Review CRM videos.Ask questions.Be proactive.