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POA Associate - Resolution

Company: Optima Tax Relief
Location: Santa Ana
Posted on: April 10, 2021

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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