Staff Support Specialist - Temporary

Temporary Staff Support Specialist

For over 160 years, C&N has been committed to creating value through lifelong relationships with our customers, communities, shareholders, and teammates. What sets us apart from other banks is our unwavering dedication to embodying our values of teamwork, excellence, respect, responsibility & accountability, integrity, and having fun in everything we do, daily. From partnering closely with our customers and guiding them toward their life aspirations to supporting our local communities through our many initiatives, including "Giving Back, Giving Together," to making the best decisions for the long-term interests of our shareholders, C&N is committed to being the only financial institution that our customers will ever need.

At the heart of what we do are our employees! C&N is a team of passionate, imaginative professionals dedicated to making a positive difference. We believe in fostering a culture where every employee thrives. Join us to be part of a team that values innovation, collaboration, and excellence, where your career aspirations are supported, and your talents are appreciated.

You're organized, reliable, and ready to support a fast-paced team as they prepare for and work through their busiest time of year. At C&N, we're 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.

If you enjoy administrative work, have strong attention to detail, and are comfortable working with data and Excel, this could be a great opportunity to gain meaningful experience in a professional tax and wealth management environment. This position is anticipated to begin September 8, 2026, and continue through April 16, 2027.

You will be responsible for:

• 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 – You will need a 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.
• Skills – You should possess well-developed abilities and a proven track record in the following areas:
• 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 – The combination of skills, behaviors, and attributes required to perform effectively in a role and achieve organizational goals include:
• 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…