Job Description

The Receptionist/Office Assistant requires a friendly and confident personality, a smart appearance, well-spoken and good written communication skills. The ability to stay calm under pressure, the ability to de-escalate upset clients, and good organizational skills. A responsible, reliable, hard worker who takes initiative to improve the outcome of the organization. The daily tasks will involve:

• Scheduling
• Answer phones and messages
• Scanning
• Faxing
• Shredding
• Collections
• Record Keeping/ Filing
• Data Entry
• Office Supply Upkeep
• Manage waiting room

Assisting Owner with:

• Clerical duties
• Scheduling
• Scanning
• Data Entry
• Collections
• Record Keeping
• Reports
• Additional projects as assigned.

Assisting Staff with:

• MUST complete Hubdoc certification prior to 90 days review.

• Greet clients in store, virtually, or via phone service.

• Interview clients to gain a full picture of their financial situation.

• Maintains customer confidence and protect operations by keeping financial information confidential.

• Assists with completion of quarterly reports by established deadlines.

• Assists with financial report preparation

• Contributes to team effort by accomplishing related results as needed.

• Other clerical duties as assigned.

QUALIFICATIONS AND EDUCATION REQUIREMENTS

High School Diploma or equivalent. Course of study in a tax or accounting preparation school. Basic IT skills are required involving use of Windows 7/8/10, Microsoft Word, Excel, Power Point. 50+ WPM. Proficient in navigating a computer. Accounting, Corporate Finance, Reporting Skills, Attention to Detail, Deadline-Oriented, Reporting Research Results, SFAS Rules, Confidentiality, Time Management, Data Entry Management, General Math Skills.

REQUIRED SKILLS

BILINGUAL IN ENGLISH AND SPANISH. PROFICIENT WITH A COMPUTER IS A MUST, exceptional customer service, fast learner, self-starter, independent worker, able to work in a fast paced environment, self-prioritize and MULTITASK WITH EFFICIENCY. Must be comfortable floating between both departments. Must be able to think outside the box to find solutions as they arise.

PREFERRED SKILLS

3+ years experience as Administrative Assistant/Receptionist. Knowledge in Accounting/U.S. Taxes. Types 50+ WPM. Proficient in OltPro, File Center, Xero, and Receipt Bank software. Two year experience is preferred.

SCHEDULE

Flexible scheduling on a part-time basis. Must be available to work between Wed - Sat 11 am to 4 pm part-time Off-Tax Season. During Tax Season, must be available to work Sun - Sat 9 am to 8 pm. Opportunity for more hours during On & Off Tax Season.

POSITION

Seasonal Front Desk Receptionist with opportunity for long-term position or growth in another department.

Masks optional, sneeze guards are installed at all stations, daily disinfection practices, scheduled appointment times with clients, encourage all services be provided virtually.