Job Information
Robert Half Administrative Coordinator in Davidson, North Carolina
Description We are offering a detail oriented opportunity for a permanent Administrative Coordinator in the services industry, located in Davidson, North Carolina. The suitable candidate will be handling client-related tasks, managing appointment schedules, performing basic accounts payable/receivable functions, and assisting with tax return processes.
Responsibilities
• Handle client greetings both in person and over the phone in a courteous manner.
• Oversee and manage the appointment schedule for both clients and staff members.
• Conduct basic functions related to Accounts Payable/Accounts Receivable.
• Organize and scan tax return source documents for processing.
• Assemble completed tax returns, financial statements, and correspondence.
• Manage tax return projects from start to finish, utilizing cloud platforms for project tracking.
• Draft client correspondence in the form of emails and letters.
• Assist in the basic review of client tax return results upon pick-up.
• Oversee daily duties such as gathering outgoing mail, applying postage, ordering office supplies, and making daily bank deposits.
• Perform clerical duties including filing, faxing, copying, data entry, and managing a multi-line phone system. Requirements • Proven experience in Administrative Assistance is a must-have for this role.
• Proficiency in handling Accounts Receivable (AR) is a crucial requirement.
• Familiarity with Ultra Tax software is highly desirable.
• Exceptional skills in client communications are needed to maintain and enhance client relationships.
• Experience in client intake, understanding their needs, and handling their queries effectively.
• Strong background in Client Relations to manage and grow client partnerships.
• Proficiency in e-Filing and maintaining digital records is essential.
• Prior experience in Filing and managing physical documents and records is required.
• Ability to manage and effectively utilize a Multi-Line Phone System.
• Proven experience in scheduling, managing calendars, and coordinating appointments. TalentMatch®
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .
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