ABOUT US

We are a boutique independent firm with a family-oriented culture focused on providing tax-smart investing and financial planning for our clients, while also giving back to our local community. Our firm structure is designed so that every employee benefits when our company succeeds.

JOB SUMMARY

This job will manage front desk operations, greet clients, handle phone calls, and provide administrative support to the team. This role is ideal for someone who is organized, professional, and enjoys helping others in a client-focused environment.

REQUIREMENTS

• Previous receptionist, administrative, or customer service experience strongly preferred
• Proficient in Microsoft Office Suite (Word, Excel, Outlook) and Google Workspace applications.
• Strong verbal and written communication skills a must, including feeling comfortable engaging with clients in person and on the phone
• Excellent organizational skills with the ability to manage multiple tasks effectively while maintaining attention to detail and confidentiality.
• Professional appearance and demeanor
• Self-motivated with the ability to work independently
• High school diploma required
  Job Type: Full-time
  Pay: $41,000.00 - $45,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

Work Location: In perso

• Greet clients and visitors in a professional and friendly manner
• Answer incoming phone calls promptly and direct them accordingly
• Review and confirm client data with clients to ensure accuracy of information on file
• Assist with calendar management, scheduling appointments, and coordinating and confirming meetings for staff members.
• Handle incoming and outgoing mail and deliveries
• Maintain and monitor inventory of office supplies and equipment, including ordering and restocking as needed
• Assist with filing, scanning and handling of confidential documents
• Perform administrative tax-related duties including securing client tax return signatures and payments
• Maintain a clean, organized and welcoming reception area as well as the coffee stations, kitchen area and conference rooms
• Support the team with special projects, client needs and other administrative tasks as needed