Staff Support Specialist - Temporary

About the role

C&N is seeking a temporary Staff Support Specialist to assist our Wealth Management Tax Group throughout the 2027 tax season. In this temporary role, you'll help manage the flow of tax documents, support tracking and data entry needs, enter tax information into specialized software, coordinate communications, and ensure materials reach the right person at the right time. This position is anticipated to begin September 8, 2026, and continue through April 16, 2027.

Responsibilities

• Document & Workflow Support: Organize, track, and route incoming and outgoing tax documents; scan, file, and maintain accurate digital and physical records.
• Tax Data Entry: Review information provided through tax input sheets and accurately enter data into the appropriate tax preparation software. Training on the tax software will be provided.
• Excel & Data Tracking: Update spreadsheets, enter data, and support tracking activities to help the team effectively manage tax-season workflow. Familiarity with Excel is required.
• Administrative Assistance: Prepare tax packets and correspondence, coordinate follow-up tasks, and provide general administrative support to the Tax Group.
• Team Communication: Assist teammates by providing timely updates, routing materials, and supporting smooth, efficient processes.
• Customer Service: Uphold C&N's Customer Service Standards in every interaction with internal team members and external partners.

Requirements

• Education & Experience: High School Diploma or GED AND previous experience in administrative support, document processing, or a related role preferred OR an equivalent combination of education and experience. Familiarity with tax documents or tax preparation software is helpful but not required—training will be provided.
• Attention to detail and strong organizational skills
• Accurate data entry and comfort working with Excel
• Ability to learn and work within specialized software systems
• Multitasking and prioritizing work in a fast-paced environment
• Clear communication and teamwork
• Handling confidential and sensitive information with professionalism
• Proficiency with Microsoft Office products

Key Competencies

• Resourcefulness: Efficiently utilizes resources, manages multiple tasks to achieve goals, and leverages organizational knowledge for effective results.
• Plans & Aligns: Sets goals aligned with organizational priorities, creates actionable plans with milestones, and prepares effective contingencies.
• Drives Results: Achieves goals despite challenges and motivates others to deliver strong outcomes.
• Customer Focus: Delivers tailored solutions, exceeds expectations, and builds strong customer relationships.
• Nimble Learning: Adapts quickly, explores solutions, embraces new challenges, and learns from mistakes.

Why C&N

• Achieve & Grow: Your success is our success. At C&N, you'll grow alongside our customers as we work together to achieve meaningful goals.
• Learn & Develop: Collaboration is at the heart of what we do. You'll learn from and with your teammates, fostering both personal and professional growth.
• Contribute & Be Rewarded: Your contributions make a difference, and we recognize your impact through competitive rewards and career advancement opportunities.
• Share & Celebrate: Together, we give back and celebrate the milestones that matter to our communities. We're proud of our award-winning workplace culture, recognized repeatedly with the NBRI Circle of Excellence Award.