Process all HEAP applications.
Performs data entry into the program system.
Attends to all walk in applicants; and client inquiries by phone.
Ensures program compliance to clients.
Compile, sort and verify accuracy of data to be entered.
Maintain confidentiality while handling private information.
Prepares all office supply needs for Field Offices.
Answered and directed calls in an efficient manor , distributed mail and greeted all walk in clients.
Managed and maintained office inventory.
Handled all scanning filing and kept office organized .
Entered data into various accounting and tax preparation software. ( Lacerte)
Assisted staff and managers as necessary.
Assembled tax returns and financial statements .
Printed and malled client billings .
Answered and directed all incoming calls; Greeted and assisted walk in clients .
Open and date mail. Log I'm incoming checks.
Maintain all office equipment including the fax machine , copier , postage meter and telephones.
Provided clerical assistance including facing documents and preparing mail-outs.
Provided filing assistance and scanned documents.
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