
Front Desk Receptionist
2 weeks ago
Squire & Company is a trusted advisor in financial services, specializing in tax, audit, wealth, and advisory services for over 50 years. Our solid values and business acumen are the foundation of our culture, which promotes a steadfast commitment to three core values: Personal Connection, Proactive Ownership, and Thoughtful Innovation.
About the RoleThe Receptionist provides support and assistance to several employees and Partners who are also CPAs. This role is responsible for being the first point of contact for clients in person and on the phone, providing a professional and helpful experience while performing clerical tasks to support the firm's daily operations.
Responsibilities- Sit at the front desk reception area and greet visitors and clients, obtaining name and other pertinent information, and notifying appropriate individuals of visitor's arrival.
- Answer and transfer phone calls to employees, handle questions and complaints, and deal with complex queries on the telephone, by email, and in person.
- Maintain company directory, oversee mail operations, and assist in processing checks received and preparing daily deposits.
- Assist with new client setup, document retention process, and answer questions from clients and team members.
- Update restaurant options list with links to menus, dust outdoor dropbox bi-weekly, pick up lunch orders from local restaurants, and keep the Squire Snack Store stocked.
- Assist with supply orders, put away ordered supplies, and support internal Women Improving Professionally functions.
- Excellent interpersonal, verbal, and written communication skills, and client service-focused.
- Ability to pay attention to detail, learn quickly, and take initiative in problem-solving.
- Efficiency in completing work and in a timely manner.
- Knowledge of office practices, procedures, software, and equipment.
- Ability to work under pressure and perform a variety of administrative skills.
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Front Desk Receptionist
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