Office Administrative Assistant

Overview

Data Department Assistant – Delaware (Onsite)

Location: Delaware (Onsite Only)

Department: Data Department

Reports To: Data Department Manager

Employment Type: Full-Time

Job Purpose

The Data Department Assistant supports the Tax Leaf corporate office by assisting with all data-related procedures and maintaining accurate client records within Leafnet, our proprietary CRM
. This role helps manage service orders, supports document control processes, and ensures compliance with established company, franchise, and licensee policies.

• Ensure the security of systems and the integrity of master documents through proper access rights and revision controls.
• Maintain active communication with internal entities, franchisees, and licensees.
• Follow up with the Sales Department regarding service inconsistencies, discrepancies, or missing information.
• Provide ongoing updates and feedback to the Data Department Manager to support efficient workflows.
• Assist with implementing policies and procedures related to document storage, sharing, transmission, and destruction.
• Maintain confidentiality of company and client information in accordance with policy.
• Enter data and required codes accurately into the system.
• Retrieve, verify, and update stored data.
• Maintain data input records and system logs.
• Scan, fax, and email necessary files and documentation.
• Perform frequent visits and calls to government agencies as needed.
• Monitor systems to detect errors or malfunctions.
• Operate office equipment according to established standards.
• Transcribe data from source materials into computer-compatible formats when necessary.
• Follow up on pending actions, services, and tasks.
• Perform other duties and special projects as assigned by the department head.

• Bachelor’s degree or equivalent experience in a technical or related field.
• At least 1 year of experience in data entry, estate regulations, business incorporation services, or a related area.
• Experience using CRM systems (Leafnet training will be provided).
• Strong computer proficiency.
• Highly analytical and resourceful.
• Excellent attention to detail and strong organizational skills.
• Effective time management, multitasking capability, and ability to prioritize.
• Proactive and self-driven, able to work with limited supervision.
• Ability to perform tasks outside standard scope when necessary.