Back-Office Operations & Client Services Specialist

Heinekamp Financial Planning & Tax Service; Brownsburg (IN); Presencial; USD 55.000 - 75.000; Jornada completa

Descripción de la vacante

Heinekamp Financial Planning & Tax Service is seeking a Business Operations & Client Services Associate to strengthen back-office execution and client service. The role encompasses payroll, tax back-office, and investment account support, with responsibility for accurate data management and document control.

The candidate should be reliable, detail-oriented, tech-literate, and flexible to perform admin and higher-level tasks while maintaining seamless service to our local community clients.

Formación

• Experience handling payroll for multiple clients.
• Strong attention to detail and accuracy.
• Familiarity with CRM systems and document management.
• Proficiency with basic accounting software.

Responsabilidades

• Oversee payroll processing for ~40 S-corp clients monthly.
• Coordinate tax document intake and back-office workflows.
• Manage investment account data entry and maintenance.
• Maintain client records and filing structures with audit-ready organization.
• Provide reliable client service and timely communication.

Conocimientos

Payroll processing

Attention to detail

CRM experience

Document management

Accounting software

Herramientas

CRM

Document management

Accounting software

Descripción del empleo

Heinekamp Financial Planning & Tax Service is seeking a Business Operations & Client Services Associate to strengthen back-office execution and client service. The role encompasses payroll, tax back-office, and investment account support, with responsibility for accurate data management and document control.

The candidate should be reliable, detail-oriented, tech-literate, and flexible to perform admin and higher-level tasks while maintaining seamless service to our local community clients.