OVERVIEW OF POSITION:
- Billing experience in a CRM system
- Manage CRM (we will show you what you need to do)
- Setting up Quickbooks, POS, Bank & Payroll access for clients
- Communicating with clients / internal team members
- Scanning of documents / filing on the network
- Answering the phones
- Faxing documents
- Use of spreadsheets
- Running errands to ( if needed )
- Other duties, as assigned
You will be an assistant to the Operations and Administrative Managers, all with a HIGH sense of urgency. Of course respectful, but will go through many items at a time and will need your full attention.
Must have:
- Experience with Tax Dome preferred
- Basic experience with computer programs
- Basic experience with QuickBooks or QuickBooks Online
- Basic understanding of accounting and business
- Able to work under pressure and/or switch hats midstream to address customer needs
- Sense of urgency - when customer calls or emails, they want response quickly (and accurately)
- Working with a Team - you will be on a team of 3 - 5 people
About Us:
Our Core Focus: Helping business owners achieve their goals of financial freedom.
Our Niche: Open minded business owners willing to make investments in their growth.
Our Core Values:
1. Learning and improving constantly - you will be given at least 1 book per month to read or audio book (some recent topics: business / finance / leadership).
2. Look beyond the numbers - we don't just plug in the numbers, we look for trends and discuss goals with customers to determine if they are on the right path.
3. Find a way and own the outcome - when we make a recommendation, we see through it that the customer is able to implement it and many times walk through them how to get it done.
4. Communicate so there is no confusion - we communicate internally and with clients via phone / email / CRM and have regular short meetings (less than 10 min) to make sure everyone on the same page
Job Type: Full-time
Pay: $17.00 - $20.00 per hour
Expected hours: 40 per week
Benefits:
- Dental insurance
- Employee discount
- Health insurance
- Paid time off
- Professional development assistance
- Referral program
- Tuition reimbursement
- Vision insurance
Schedule:
- 8 hour shift
- Monday to Friday
Ability to Relocate:
- Las Vegas, NV: Relocate before starting work (Required)
Work Location: In person