Receptionist, Administrative​/Clerical

Receptionist / Customer Service Representative supporting a busy tax and financial planning office. Pay $18-$19 per hour. Part-time year-round, 20 hours per week Monday-Friday, with full-time hours 9:00 a.m.

-5:00 p.m. Monday-Friday from January 15-April 15.

• Greet clients and provide a warm, professional front-desk experience.

• Answer and direct incoming telephone calls.

• Schedule and manage client appointments.

• Distribute completed tax returns and assist clients with general front-office needs.

• Perform a variety of computer-based administrative projects.

• Utilize Microsoft Excel and other office software.

• Maintain accurate records and assist with general office organization.

• Learn and assist with investment-industry-related forms, procedures, and processes.

• Work independently while knowing when to ask questions or seek assistance.

• Provide professional and courteous service to clients at all times.

• Personable, friendly, professional demeanor.

• Comfortable interacting with clients in a professional office environment.

• Professional in dress and appearance.

• Strong computer skills with solid Microsoft Excel proficiency.

• Organized, dependable, detail-oriented.

• Independent worker with strong problem-solving skills.

• Experienced with answering phones and scheduling appointments.

• Comfortable learning new software, forms, and office procedures.

• Flexible and dependable during demanding tax season.

• Willing to complete fingerprinting and a background check as required for investment-industry regulations.

• Prior experience in a tax, accounting, financial services, or professional office environment helpful but not required.