Receptionist
SEK, CPAs & AdvisorsAbout the role
Description
Are you looking for a professional and positive office environment? Do you have a passion for building relationships? At SEK, you will find just that, especially if you are…
- Detail-oriented: Committed to accuracy and precision in handling documents, scheduling, and client communications.
- Organized: Able to manage multiple tasks efficiently and maintain orderly systems that support the team’s productivity.
- Professional communicator: Clear, courteous, and responsive when interacting with clients, and team members.
- Trustworthy: Understands the importance of confidentiality when handling sensitive client and firm information.
As the first point of contact for our clients and visitors, the Receptionist plays a crucial role in maintaining a positive and professional image of our company. This position requires exceptional interpersonal skills, strong organizational abilities, and a keen attention to detail. This role is considered reduced full-time, with the expectation of working 30 hours per week in office.
A Day in the Life of a Receptionist...
- Interact with People: Greet clients and visitors warmly, ensuring they feel welcome and attended to. Provide excellent customer service by addressing inquiries, directing them to the appropriate personnel, and assisting with their needs.
- Phone Skills: Manage the incoming calls efficiently, answering and transferring calls to the appropriate individuals with professionalism and courtesy. Handle a high volume of incoming calls while maintaining a friendly and composed demeanor.
- Communication: Maintain clear and concise communication with clients, visitors, and staff, both verbally and in writing. Relay messages accurately and in a timely manner.
- Prioritization: Juggle multiple tasks simultaneously, such as managing the incoming calls, scheduling appointments, sorting mail, and assisting clients. Prioritize tasks effectively to ensure smooth daily operations.
- Team Player: Collaborate seamlessly with colleagues to ensure cohesive office functioning. Assist other team members when needed and contribute to maintaining a positive work environment.
- Independent Work: Demonstrate the ability to work independently without constant supervision. Manage your time effectively to accomplish tasks efficiently and meet deadlines.
- Flexibility: Adapt to changing priorities and work demands. Be willing to take on new tasks and responsibilities as required.
- Accounts Receivable: Assist in managing accounts receivable processes, including processing payments and maintaining accurate records.
- Petty Cash Fund: Safeguard and manage the petty cash fund, maintaining meticulous records of expenses and reimbursements.
- Mail Handling: Sort incoming mail and prepare outgoing mail, including shipments via FedEx and priority mail services. Operate the postage machine and ensure adequate supplies are available.
- Office Management: Take responsibility for ordering and managing supplies for the postage machine and other office needs, ensuring smooth operations.
- Binding and Printing: Operate the binding machine and print tax organizers annually, preparing them for mailing.
- Appointment Scheduling: Coordinate and schedule appointments for staff members, ensuring efficient time management and organization.
- Client Assistance: Assist in going over tax returns with clients, providing necessary information and support as required.
Requirements
- High school diploma or equivalent; additional education or relevant certifications are a plus.
- 2+ years’ experience as a receptionist or in a customer-facing role.
- Excellent interpersonal and communication skills, both in person and over the phone.
- Proficiency in using office equipment, including switchboards, postage machines, and binding machines.
- Strong organizational skills with the ability to multitask and prioritize effectively.
- Flexibility to adapt to changing tasks and responsibilities.
- Team player with a positive and friendly attitude.
- Ability to work independently and manage time efficiently.
- Basic knowledge of accounts receivable processes is desirable.
- Proficiency in using office software and technology.
Why should you join SEK?
Our firm offers team members an excellent career track along with a professional and growth-oriented work environment. We offer
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