Front Desk Receptionist

Monotelo Advisors; Elgin (IL); On-site; USD 35,000 - 50,000; Full time

Job summary

A leading advisory firm in Elgin is seeking a proactive receptionist with experience in the account or tax industry. This role involves customer service, managing calls, and supporting office operations to ensure a pleasant experience for clients and team members alike.

Benefits

401(k)

401(k) matching

Free food & snacks

Opportunity for advancement

Paid time off

Training & development

Qualifications

• Prior experience in the account or tax industry is essential.
• Receptive experience preferred.
• Foundational knowledge in tax matters preferred.

Responsibilities

• Answer incoming telephone calls and direct them appropriately.
• Assist customers with queries and actions.
• Ensure the reception area remains clean and tidy.

Skills

Customer Service

Technology Proficiency

Communication

Job description

Benefits:

401(k)

401(k) matching

Free food & snacks

Opportunity for advancement

Paid time off

Training & development

Responsibilities:

Answer incoming telephone calls in a professional manner and direct them to the appropriate person.

Assist customers with the resolution of queries and actions as required.

Arrange courier pick-ups and distribution of courier deliveries.

Ensure the reception area is maintained in a clean and tidy condition at all times.

You will actively interact with clients and other members of the team to provide awesome customer service

Meeting and greeting customers

Setting appointments and appointment remainders

Assembling and scanning documents

Customer data entry

Printing and assembling customer packets

Tax return progress tracking and follow-up with remote offices

Qualifications:

Prior experience in the account or tax industry

Experience as a receptionist

Foundational tax knowledge

Ability to effectively use technology