Receptionist

Receptionist

As the first point of contact for our clients and team members, the receptionist plays a vital role in creating a professional, welcoming, and organized environment at Somich & Associates CPAs. This position goes beyond answering phones its about ensuring seamless daily operations and supporting our leadership and staff with administrative excellence. From greeting guests and managing client communications to coordinating schedules, handling documents, and keeping our office running smoothly, our receptionist is essential to delivering the exceptional service and experience our clients expect. If you are detail-oriented, personable, and thrive in a fast-paced professional setting, wed love to meet you.

Firm Culture

• Focused on high-quality work that meets our client's needs and works alongside them to Protect their businesses, Prepare them for growth, and Propel them into the future.

• Understands, can articulate, and communicate the Firm's vision and strategies.

• Shares a common goal of wanting to be successful, producing quality work, and collaborating as a team to make it happen.

• Has a sense of ownership over assigned clients and client projects and has a sense of urgency for responding to clients and completing assigned projects timely and accurately.

• Develops a strong understanding of the Firm's structure, the people, the services we provide, and clients.

• Treats others respectfully, offering support when needed and providing a comfortable working environment.

• Influences others to promote and have accountability in all aspects of working for the Firm.

• Acknowledges, in a stated or unstated fashion, other's perspectives.

• Understands how to work with everyone in the Firm effectively.

Responsibilities

• Answer incoming calls and route them appropriately.

• Greet clients, staff members and other guests to the office.

• Use CRM (HubSpot) to note receipt of documents received from clients and any requests they may need us to note.

• Scan and copy documents for the Firm as needed into OneDrive and/or other folders.

• Maintain the postage machine and coordinate mailing of documents.

• Order food, supplies, and other miscellaneous items the Firm needs.

• Serve as back to help maintain and review Managing Partners emails, calendar appointments and events.

• Screen Managing Partners incoming calls prior to transferring.

• Provide coffee or drinks to Clients and Partners.

• Arrange flights and hotel stays for Firm staff members.

• Keep office tidy and clean.

• Running errands for Firm.

• Event planning, to include coordinating with vendors, catering, room set-up, etc.

• Maintain conference rooms clean in between clients