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Job summary
A leading tax services firm is seeking a Data Department Assistant to support operations in Delaware. The assistant will handle data-related tasks, ensuring accurate record maintenance in the proprietary CRM system. Candidates should possess a Bachelor’s degree and at least one year of relevant experience. Strong computer skills and attention to detail are essential for success in this role, which requires effective communication and the ability to manage multiple tasks efficiently.
Qualifications
Bachelor’s degree or equivalent experience in a technical or related field.
At least 1 year of experience in data entry or business incorporation services.
Experience using CRM systems (Leafnet training provided).
Responsibilities
Ensure the security of systems and integrity of master documents.
Maintain active communication with internal entities and franchisees.
Enter data and required codes accurately into the system.
Perform other duties and special projects as assigned.
Skills
Data entry experience
Strong computer proficiency
Excellent attention to detail
Effective time management
Education
Bachelor’s degree or equivalent experience
Tools
CRM systems (Leafnet)
Job description
A leading tax services firm is seeking a Data Department Assistant to support operations in Delaware. The assistant will handle data-related tasks, ensuring accurate record maintenance in the proprietary CRM system. Candidates should possess a Bachelor’s degree and at least one year of relevant experience. Strong computer skills and attention to detail are essential for success in this role, which requires effective communication and the ability to manage multiple tasks efficiently.