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  • TBD
  • Barrie
  • December 4, 2023
  • Hours: 25-30

Website Accounting House

· Support to Owner, managing the day-to-day operations of the executive’s day.

· Handling a wide range of administrative tasks, and ensuring the smooth functioning of the executive’s schedule and activities.

· New client intake point of contact responsible for building and maintaining positive relationships with clients on behalf of the organization. Serve as the primary point of contact for clients to gather information for Accountant.

· Social media and marketing management.

Duties and Responsibilities:

· Client Relationship Management: Build strong relationships with clients, understanding their needs, objectives, and preferences.

· Calendar Management: Schedule appointments, meetings, and conferences. Coordinate and prioritize conflicting demands, ensuring the efficient use of the executive’s time.

· Handle incoming and outgoing communications, including emails, phone calls, and other forms of correspondence.

· Research and Analysis: Conduct research, gather data, and prepare social media posts and marketing strategies.

· Prepare & manage minute books for new incorporated entities.

· Client Onboarding: Facilitate the onboarding process for new clients, ensuring a smooth transition and successful implementation. Provide necessary questions are documented for Accountant.

· Client Retention: Develop and implement strategies to enhance client retention rates. Proactively engage with clients to understand their evolving needs.

· Client Feedback and Analysis: Gather client feedback through google reviews. Analyze feedback to identify areas for improvement, and opportunities for innovation. Provide insights and recommendations to internal teams based on client feedback.

· Reporting and Documentation: Maintain accurate and up-to-date client records, including interactions, agreements, and support requests. Generate reports on client satisfaction, retention, and other key performance indicators as required.

Qualifications and Skills:

– Proven experience in client relations, customer service, or a related field.

– Strong interpersonal and communication skills.

– Excellent problem-solving and conflict resolution abilities.

– Ability to build rapport and establish trust with clients.

– Active listening skills and ability to understand client needs.

– Strong organizational and time management skills.

– Knowledge of the industry, products, or services offered by the organization an asset.

– Ability to work effectively both independently and as part of a team.

– Flexibility and adaptability in a dynamic work environment.

How to apply:

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