Administrative Assistant at Insight Global in La Mesa, California

Posted in Other 2 days ago.

Type: full-time





Job Description:

Insight Global's client is in search of an Administrative Assistant/Receptionist. The ideal candidate will exhibit high standards, excellent communication skills, and have the ability to take initiative and prioritize daily tasks. A strong ability to take charge and meet tight deadlines will ensure success in this multi-faceted role.

Key Responsibilities:
  • Face-to-face client interaction
  • Answering phones
  • Electronically filing tax returns
  • Managing Outlook calendars - rescheduling tax appointments
  • Receiving client's drop-off information
  • Performing basic functions in our tax software and online portal, such as updating addresses or resending activation links

Requirements:
  • 2-5 years of receptionist experience
  • Must have experience with Microsoft Office (specifically Outlook and Word)
  • Proficiency with Outlook calendar management
  • Must have at least two years of administrative experience with heavy call volume
  • Experience with Lacerte tax software

Nice to Have:
  • Poise under pressure and ability to handle deadlines well
  • Experience at a tax or financial office

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