Financial Services Coordinator

2 weeks ago


Goshen, United States CORNERSTONE FINANCIAL SOLUTION Full time
Job Summary

We are seeking a highly organized and friendly part-time receptionist to join our team at Cornerstone Financial Solutions, a CPA firm located in Goshen, Indiana. This role is ideal for someone who enjoys meeting new people and working in a supportive and professional environment.

Key Responsibilities

  • Greet clients and visitors with a warm and welcoming demeanor.
  • Answer and direct phone calls in a professional and efficient manner.
  • Schedule meetings and appointments with clients and colleagues.
  • Keep the reception area tidy and organized, ensuring a positive first impression for clients and visitors.
  • Assist with simple office tasks such as filing and copying.

Requirements

  • High School Diploma or equivalent.
  • Excellent communication skills, both verbal and written.
  • Knowledge of computer programs such as Microsoft Outlook, Word, and Excel.
  • Able to work independently and as part of a team.

About Cornerstone Financial Solutions

Cornerstone Financial Solutions LLC is a certified public accounting firm located in Goshen, Indiana that has been serving businesses and individuals locally and across the country since 2003. Our goal is to provide quality, hourly fee-based planning, consulting, tax, and accounting services to help businesses and individuals make informed financial and business decisions.

We are a QuickBooks ProAdvisor and use QuickBooks with most of our business clients. Our team is dedicated to providing exceptional service and support to our clients, and we are looking for a part-time receptionist who shares our values and is passionate about delivering excellent customer service.



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