Front Office Assistant – Insurance & Tax Services

Job Summary

We are seeking a dynamic and organized Front Office Assistant specializing in Insurance and Tax Services to join our professional team. This role is vital in creating a welcoming environment for clients and visitors while efficiently managing administrative tasks related to insurance and tax processes. The ideal candidate will possess excellent communication skills, strong organizational abilities, and a proactive attitude to support our office operations. This paid position offers an exciting opportunity to develop your administrative expertise within a fast-paced, client-focused setting.

Responsibilities

• Greet clients, visitors, and vendors with professionalism and warmth, ensuring a positive first impression.
• Manage multi-line phone systems, directing calls accurately and courteously while handling inquiries efficiently.
• Maintain organized filing systems for confidential client documents, insurance policies, and tax records.
• Assist with data entry tasks using software such as QuickBooks, Microsoft Office, and Google Workspace to ensure accurate record keeping.
• Support office management activities including calendar management, appointment scheduling, and document proofreading.
• Handle incoming correspondence, emails, and phone communication with clarity and professionalism.
• Provide exceptional customer service by addressing client questions promptly and maintaining confidentiality of sensitive information.

Skills

• Bilingual (English/Spanish): Fluent verbal communication in both languages is strictly required to serve our local community.
• Experience: front office, receptionist, or administrative assistant experience is a plus or highly adaptable and ready to learn.
• Tech Skills: Proficiency with Microsoft Office (Word, Excel) and general comfort learning new computer programs.
• Core Skills: Strong communication and organizational skills, high attention to detail, and the ability to maintain absolute confidentiality regarding sensitive client data.
• Availability: Must have a flexible schedule. Standard business hours apply most of the year, but extended hours and occasional Saturdays are required during peak tax season (January – April).

Personal assistant or office experience that includes calendar management and client communication is advantageous. Join us as a Front Office Assistant – Insurance & Tax Services to be an essential part of a vibrant team dedicated to delivering exceptional service while advancing your career in office administration!

Pay: $10.00 - $12.00 per hour

Benefits:

• Employee discount
• Paid time off

Application Question(s):

• Experience: Are you committed to learning to maximize job performance?
• Shift Availability: Are you willing and able to work extended hours/Saturdays during peak tax season (Jan–Apr)?

Language:

• English and Spanish (Required)

Work Location: In person

Salary : $10 - $12