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WEALTH MANAGEMENT CPAs, LLC
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Front Desk Secretary
$27k-35k (estimate)
Full Time 11 Months Ago
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WEALTH MANAGEMENT CPAs, LLC is Hiring a Front Desk Secretary Near Salt Lake, UT

Who We are

Wealth Management CPAs is a comprehensive financial planning firm. We are proudly recognized by Accounting Today as one of “The Top 150 Firms by AUM — The Annual Wealth Magnets ranking of the leading CPA financial planners.” It’s a tremendous honor to be the only firm from Utah recognized nationally.

What We Are Looking For

We are looking for a committed, pleasant and outgoing front desk secretary to represent our company to clients. This includes providing a variety of administrative and clerical tasks, welcoming clients and managing relationships in person and on the phone.

Responsibilities

  • Welcoming and greeting clients
  • Answering and screening phone calls, directing calls to the appropriate person
  • Maintain a tidy reception area (including making sure the fridge is stocked, mints are out, Etc.)
  • Send and Receive Mail
  • Manage calendars for the team
  • Clerical duties such as scanning, copying and faxing

Requirements and Skills

  • Professional attitude and appearance
  • Great customer service
  • Solid written and verbal communication skills
  • Be able to take initiative and be proactive
  • Experience with Gmail, Adobe, Excel and PowerPoint
  • Ability to problem solve and multitask
  • Reliable
  • Attention to detail

Top Perks and Benefits

  • 401k
  • health insurance
  • life insurance
  • PTO
  • paid holidays

Job Summary

JOB TYPE

Full Time

SALARY

$27k-35k (estimate)

POST DATE

05/14/2023

EXPIRATION DATE

03/17/2024

WEBSITE

wealthcpas.com

HEADQUARTERS

Murray, UT

SIZE

<25

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The job skills required for Front Desk Secretary include Customer Service, Accounting, Initiative, Life Insurance, Attention to Detail, Verbal Communication, etc. Having related job skills and expertise will give you an advantage when applying to be a Front Desk Secretary. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Front Desk Secretary. Select any job title you are interested in and start to search job requirements.

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