Part-Time/Tax-Season Front Desk Pro

FurstStaffing; Rockford (IL); Vor Ort; USD 18.000 - 25.000; Teilzeit

Zusammenfassung

FurstStaffing in Rockford, IL is seeking a Receptionist/Customer Service Representative for a busy tax and financial planning office. The role includes greeting clients, answering calls, scheduling appointments, and assisting with front-office tasks and record-keeping.

The position offers part-time hours year-round and full-time hours during peak tax season. Ideal candidates are personable, detail-oriented, and proficient with Excel and basic office software.

Qualifikationen

• Personable, friendly and professional in appearance.
• Strong communication and customer-service skills.
• Experience answering phones and scheduling appointments is preferred.

Aufgaben

• Greet clients and provide a warm, professional front-desk experience.
• Answer and direct incoming telephone calls.
• Schedule and manage client appointments.
• Distribute completed tax returns and assist with front-office tasks.
• Perform computer-based administrative projects and use Excel.
• Maintain accurate records and assist with general office organization.
• Learn and assist with investment-industry related forms and procedures.
• Work independently while knowing when to ask for help.

Kenntnisse

Customer service

Communication

Phone etiquette

Tools

Microsoft Excel

Jobbeschreibung

FurstStaffing in Rockford, IL is seeking a Receptionist/Customer Service Representative for a busy tax and financial planning office. The role includes greeting clients, answering calls, scheduling appointments, and assisting with front-office tasks and record-keeping.

The position offers part-time hours year-round and full-time hours during peak tax season. Ideal candidates are personable, detail-oriented, and proficient with Excel and basic office software.