Job Details
Come join our friendly team
We are a customer-focused CPA and Wealth Management firm seeking a Front Desk Receptionist in a pleasant work environment near I-10 and Voss. This position plays a key role in supporting both clients and staff. The Front Desk receptionist must be a self-starter, very motivated, detail focused; someone who loves to organize, is familiar with computer-based calendaring software, accompanied with expert communication/interpersonal skills. Our company is team-based and all employees wear many hats to achieve a high level of client satisfaction.
Responsibilities include:
- Making/Answering phone calls to clients & setting up appointments
- Greet visitors/clients
- Organizing client information
- Creating PDFs & Faxing documents
- Copying and scanning files
- Data entry into different programs
- Create UPS & Certified mailings
- Regular communication with different team members on projects
- Assisting staff as needed for specific projects and deadlines
- Handling highly confidential information
- Other duties as assigned
Key Attributes/Qualifications of this position:
- Knowledgeable and have experience working for an accounting firm (or similar) a plus
- Extremely detail-oriented and skilled at managing multiple tasks calmly and with poise
- Must be a self-starter, motivated, very organized and a fast learner
- Has excellent verbal skills and written communication skills
- Pay close attention to details; high level of accuracy
- Enjoys challenges of changing schedules and calendaring
- Skilled at MS Office, Excel & DocuSign
- Team-player & Flexible
- Ability to work with a team or independently to achieve a goal
*** IMPORTANT: Candidates must include BOTH a Cover Letter and Resume to be considered for this position. ***
Company-paid health benefits for employee (Health, Vision & Eye). In addition, our firm offers a matching 401K plan, Life Insurance, and paid time off (PTO). Starting salary of $40,000 per year (minimum --- based on experience). Candidate agrees to background check and fingerprinting as part of selection and hiring process.