What are the responsibilities and job description for the Office Concierge & Client Services Coordinator position at ROCKET TAX?
Job Summary
As an Office Concierge & Client Services Coordinator, you’ll create a welcoming, organized experience for clients and visitors while keeping daily office operations moving. You’ll manage the front desk, handle phone reception, and provide dependable administrative support. Your impact: By responding promptly and directing requests to the right person, you help clients feel supported and colleagues stay focused.
Duties
- Phone calls: All calls answered promptly, with missed calls followed up on.
- Memberships: All enrollment forms and agreements completed, signed, and accurately recorded.
- Client intake: Required paperwork completed before clients meet with tax preparers.
- Office workflow: Clients checked in efficiently, with minimal waiting times.
- End-of-day review: All outstanding client documents, unsigned agreements, and pending follow-ups reported to management.
- Welcome visitors, manage front-desk needs, and provide courteous customer service and customer support.
- Coordinate office management tasks, maintain records, and complete clerical and administrative work
- Organize schedules, communications, and competing requests with strong time management and organizational skills.
Qualifications
- Required: Strong client communication, customer service, phone reception, and phone etiquette skills; computer literacy and confidence using Microsoft Office.
- Required: Clear written communication, accurate typing and proofreading, and the ability to prioritize tasks and protect confidential information.
- Preferred: Office experience, including front desk, clerical experience, administrative experience, or personal assistant experience.
- Preferred: Familiarity with multi-line phone systems and office management; bilingual communication skills are an asset.
Pay: $18.00 - $20.00 per hour
Work Location: In person
Salary : $18 - $20