We are in search of an Office Assistant to join our team based in San Leandro, California. This role is primarily centered in the industry of Financial Services, offering a permanent employment opportunity. As an Office Assistant, you will be tasked with a variety of clerical and administrative duties, including processing customer credit applications, maintaining customer records, and handling customer inquiries. You will also be responsible for monitoring customer accounts and taking necessary action.
Responsibilities:
• Accurately process customer credit applications in a timely and efficient manner
• Maintain and update customer credit records ensuring all information is current and accurate
• Handle customer inquiries, providing high-quality service and support
• Monitor customer accounts, identifying any issues and taking appropriate action
• Utilize Accounting Software Systems and ADP for financial services related tasks
• Create and manage Banner Ads and computer programs
• Perform clerical duties such as answering inbound calls, managing CRM, and maintaining 'About Time' records
• Handle billing functions with accuracy and efficiency
• Manage shipping and receiving tasks, including handling FedEx services and maintaining shipping documentation
• Assist with inventory management, including printing labels for products.