Job Description

Established, friendly and prominent Real Estate Tax Appeal and Recovery Firm located in Lincolnwood, IL.

We are looking to fill the position of Administrative Assistant/Customer Service Representative

Job Type: Full-Time

Work Days: Monday through Friday

Work Hours: 9AM - 5PM

Job Location: Lincolnwood, IL

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.
  

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
  
• Ability to type 50 WPM+
  
• Background check required
  

Benefits

• Health Insurance (Blue Cross Blue Shield)
• Dental Insurance
• Paid Time Off
  
• Paid Holidays
• 401(K)

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