What are the responsibilities and job description for the Receptionist position at Wildeman and Obrock, CPA's, PC?
We are seeking a professional, personable, and client-focused Receptionist to be the welcoming face of our office. This role is ideal for someone who takes pride in creating a positive first impression, enjoys interacting with people, and builds familiarity with clients over time. You will serve as the first point of contact—both in person and over the phone.
Qualifications/Responsibilities:
- Excellent communication and customer service abilities
- Consistently maintains a professional appearance and demeanor
- Administrative and secretarial experience preferred
- Ability to demonstrate team work productively and work independently as needed
- Efficiently prioritize tasks and exercise time management
- Computer and office – Word, Excel, Access Database, Adobe Acrobat
Duties include but are not limited to:
- Greet clients, visitors, and staff with a courteous and professional demeanor
- Answer, screen, and direct incoming calls and inquiries appropriately
- Build relationships with regular clients and become familiar with them by name
- Keep the front desk area tidy, organized, and presentable
- Some minor data entry
- Utilizing office equipment such as copier, scanner, fax machine, postage machine
- Process incoming/outgoing mail
- Office organization and upkeep
- Manage physical client filing system in coordination with client database management software
- Handling electronic documents through secure firm portal in pdf format