What are the responsibilities and job description for the Front Desk Receptionist position at e3 Wealth LLC?
Job Summary
We are seeking a professional and organized Front Desk Receptionist to join our team. The ideal candidate will serve as the first point of contact for visitors and callers, providing exceptional customer service while efficiently managing administrative tasks. This role requires strong communication skills, proficiency in office management software, and the ability to multitask in a fast-paced environment. Experience with financial services and accounting/tax office procedures are a plus. The successful candidate will contribute to maintaining a welcoming atmosphere and ensuring smooth office operations.
Responsibilities
- Greet visitors and clients warmly, ensuring a positive first impression
- Manage multi-line phone systems with professionalism and courtesy
- Schedule appointments and coordinate calendar management using Microsoft Office
- Handle data entry, scanning/filing, and document proofreading to maintain accurate records
- Provide customer support through effective phone etiquette and email correspondence
- Maintain organized workspaces and ensure all administrative duties are completed efficiently
- Support office management with clerical tasks such as typing, proofreading, and document preparation
- Manage incoming and outgoing mail, packages, and deliveries
- Maintain all office supplies, including beverages, kitchen and bathroom essentials and keep items stocked for everyday use for all staff and clients
- Schedule and confirm client meetings as requested
- Support additional administrative functions as needed to ensure seamless office operations
Experience
- Prior office experience in clerical or administrative roles is preferred
- Experience in financial service and accounting/tax receptionist roles is advantageous
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and Google Workspace (Docs, Sheets, Calendar) required
- Familiarity with QuickBooks or bookkeeping software is a plus
- Strong organizational skills with excellent time management abilities
- Bilingual skills (English/Spanish or other languages) are highly desirable
- Demonstrated ability to handle multi-line phone systems with professionalism
- Previous experience in customer service or customer support roles preferred
- Knowledge of office management procedures including data entry, filing, and proofreading is beneficial
This position offers an engaging work environment where organizational skills and customer service excellence are valued. This position has potential for growth if willing to learn operational tasks outside of receptionist duties. We seek motivated, mature individuals who are eager to contribute positively to our team while providing outstanding support to our clients. This position is a Monday through Friday, 9-5 office position in the Buda, Texas area. The candidate we choose will be a team player who wants to be a part of a growing business with a positive and cheerful attitude.
Job Type: Full-time
Pay: $17.50 - $18.00 per hour
Expected hours: 40 per week
Benefits:
- 401(k)
- 401(k) matching
- Health insurance
- Paid time off
Experience:
- Fiancial Receptionist: 1 year (Preferred)
Ability to Commute:
- Buda, TX 78610 (Required)
Work Location: In person
Salary : $18 - $18