POA Associate - Resolution
Company: Optima Tax Relief
Location: Santa Ana
Posted on: April 10, 2021
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Job Description:
The Resolution Power Of Attorney (POA) Team is responsible for
obtaining wet/live signatures on the Power of Attorneys and filing
documents in a safe and secure area to protect our clients
sensitive personal information. We maintain a Customer centric
approach to retrieving these documents from the clients, but also
stress the urgency to the client of this time-sensitive document so
that we can effectively negotiate with the IRS on their behalf. *
Package and mail Power of Attorney forms to clients.* Verify
accuracy and process incoming signed Power of Attorney forms* Store
confidential client information* Maintain full confidentiality
regarding client records* Other duties as assigned based on
department and/or company operation and/or business needs.
Qualifications * No formal education is necessary / High School
Diploma preferred* Basic Microsoft Office, including Word and
Excel* Basic Google Suite, including Google Documents* Customer
Service Experience is a plus, but not necessary* Some knowledge of
Brightmetrics and SalesForce is a plus, but not required
Keywords: Optima Tax Relief, Santa Ana , POA Associate - Resolution, Other , Santa Ana, California
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