Receptionist

Receptionist Overview

• The Receptionist serves as the welcoming face of the client’s professional services firm, ensuring smooth daily operations and exceptional client service.
• Create a professional and friendly environment for clients, vendors, and guests, reflecting the firm’s values.
• Provide administrative support to partners, managers, and staff, contributing to efficient office workflows.
• Manage front desk operations, including greeting visitors and handling incoming communications.
• Coordinate schedules, maintain meeting room calendars, and assist with event organization.
• Prepare and assemble client documents during busy seasons, ensuring accuracy and confidentiality.
• Maintain office supplies inventory and oversee mail and package distribution.
• Work in a collaborative and supportive environment within a friendly office setting.

Receptionist Key Responsibilities & Duties

• Greet clients, visitors, and staff professionally, ensuring a welcoming atmosphere.
• Answer and route incoming phone calls, managing inquiries effectively.
• Maintain a clean and organized reception area to uphold the firm’s image.
• Schedule appointments and manage meeting room bookings efficiently.
• Assist with administrative tasks such as scanning, copying, mailing, and filing.
• Prepare and assemble tax return folders or client packets during peak seasons.
• Support internal coordination for firm events, meetings, and training sessions.
• Maintain confidentiality of sensitive client and firm information at all times.

Receptionist Job Requirements

• High school diploma required; Associate’s or Bachelor’s degree preferred.
• Minimum 3 years of experience in a receptionist or administrative role.
• Proficiency in Microsoft Office Suite (Outlook, Word, Excel) essential.
• Professional appearance and demeanor with strong communication skills.
• Ability to multitask, prioritize, and work under pressure effectively.
• Experience in professional services or accounting environments preferred.
• Familiarity with accounting/tax software is an advantage.
• Commitment to working on-site full-time, Monday through Friday.