Receptionist

Overview

• Serve as the first point of contact for clients, visitors, and staff, ensuring a welcoming and professional environment.
• Provide administrative support to maintain smooth day-to-day operations within a professional services environment.
• Manage reception area, including answering calls, scheduling appointments, and handling mail and deliveries.
• Assist in preparing client packets and tax return folders during peak seasons.
• Coordinate internal events, meetings, and training sessions as needed.
• Maintain confidentiality of sensitive client and firm information.
• Ensure office supplies are stocked and orders are placed timely.
• Support partners and managers with administrative tasks and firm operations.

Key Responsibilities & Duties

• Greet and assist clients, visitors, and staff in a courteous manner.
• Answer and route incoming phone calls to appropriate personnel.
• Maintain and organize reception area for a professional appearance.
• Schedule appointments and manage meeting room calendars effectively.
• Assist with scanning, copying, mailing, and filing documents.
• Prepare and assemble tax return folders and client packets.
• Support internal coordination for events, meetings, and training sessions.
• Ensure timely distribution of mail, packages, and courier deliveries.

Job Requirements

• High school diploma or equivalent; Associate’s degree preferred.
• 1–2 years of receptionist or administrative experience in professional services.
• Proficiency in Microsoft Office Suite (Outlook, Word, Excel).
• Strong verbal and written communication skills.
• Professional appearance and demeanor with excellent client service skills.
• Ability to multitask, prioritize, and maintain composure under pressure.
• Experience with accounting/tax software is a plus.
• Familiarity with handling sensitive financial or client documents preferred.