Our company is a friendly, established and prominent Real Estate Tax Appeal and Recovery Firm located in Chicago.
We are looking to fill the position of Administrative Assistant/Customer Service Representative preferably with property tax or real estate experience.
Key responsibilities include but are not limited to:
-Enter and manage new leads in the CRM system, ensuring accuracy and completeness.
-Track and update lead status throughout the property tax appeal process.
-Answer incoming calls from prospective and existing clients, providing courteous, clear and professional guidance on the property tax appeal process.
-Address client inquiries, resolve concerns, and escalate complex issues when necessary.
-Respond to client emails in a timely, professional, and well-written manner.
-Document Management & E-Signature Processing
-Prepare and send required documents to clients via e-signature platforms.
-Follow up to ensure timely completion and return of necessary paperwork.
-Maintain organized records of all signed agreements and supporting documents.
- Keeping sensitive customer and company information confidential
-Contact clients to remind them of upcoming or overdue payments.
-Professionally and confidently discuss payment obligations with clients.
-Provide updates on the status of their property tax appeal and any outstanding balances.
-Assist with general administrative tasks to ensure smooth daily operations.
-Work collaboratively with team members to enhance efficiency and client satisfaction.
-Take initiative to complete tasks independently without supervision.
-Utilize strong computer skills, including fast and accurate typing (minimum 50 WPM), efficient use of keyboard shortcuts, and quick navigation through CRM and other software.
-Perform tasks efficiently using copy/paste, file management, and other digital tools to improve workflow speed.
Company Expectations:
-Arrive on time and be prepared to work every day.
-Maintain a business casual dress code.
-Speak and behave professionally with clients and team members.
-Work collaboratively with others to achieve team goals.
-Demonstrate initiative by proactively managing tasks and responsibilities without the need for constant supervision.
-Communicate professionally via email and phone, including handling payment discussions with confidence and professionalism.
-Exhibit strong computer proficiency to perform tasks quickly and accurately.
Job Requirements:
- Excellent communication skills, both verbal and written
- Be able to take directions from a supervisor throughout the day
-Demonstrate initiative by proactively managing tasks and responsibilities without the need for constant supervision
- Focused and works in a methodical and efficient manner
- Experience with CRM(Customer Relationship Management) software preferred
- Strong familiarity with Computers, Windows, Outlook, Word required, Excel preferred
- Preferred property tax experience or real estate experience
Additional Benefits:
- Paid Holidays
- Company Outings
Job Type: Full-time
Pay: $43,680.00 - $52,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
Application Question(s):
- We prioritize long-term stability. Please list the dates of your longest employment and the reason you eventually moved on from that role.
Experience:
- property tax or real estate: 1 year (Preferred)
Shift availability:
Work Location: In person
