Receptionist

Empower Wealth & Tax PLLC; Cedar Park (TX); On-site; USD 32,000 - 42,000; Full time

Job summary

Empower Wealth & Tax PLLC in Cedar Park, TX is seeking a full-time on-site Receptionist to warmly greet clients and visitors, manage multi-line calls, and direct inquiries to the appropriate team. You will schedule and confirm appointments, maintain a welcoming front desk, perform data entry, filing, and mail distribution, and support the advisory team with routine administrative tasks ensuring accurate client records.

A professional, courteous demeanor is essential.

Qualifications

• Strong customer service and communication skills to interact professionally with clients, visitors, and team members.
• Demonstrated phone etiquette and experience handling multi-line phone systems and directing calls efficiently.
• Proficiency with receptionist duties, including greeting guests, managing appointments, and coordinating front desk activities.
• Solid clerical skills, such as data entry, filing, document organization, and basic office software proficiency (e.g., Microsoft Office).
• High attention to detail, reliability, and the ability to manage multiple tasks in a fast-paced environment.
• Prior experience in a professional office setting, preferably in financial services or a client-focused industry, is beneficial.
• High school diploma or equivalent required; additional administrative or office training is a plus.

Responsibilities

• Greeting clients and visitors, managing incoming phone calls, and directing inquiries to the appropriate team members.
• Scheduling and confirming appointments, maintaining a tidy and welcoming reception area.
• Handling basic clerical tasks such as data entry, filing, and mail distribution.
• Supporting the advisory team with administrative tasks and ensuring accurate client information.
• Providing a professional, courteous client experience and maintaining a calm front office environment.

Skills

Customer service

Phone etiquette

Front desk duties

Data entry

Attention to detail

Reliability

Multi-tasking

Financial services familiarity

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Company Description Empower Wealth & Tax PLLC helps individuals and families navigate retirement with confidence through comprehensive wealth management and tax-smart financial strategies. The firm provides an integrated approach that includes retirement income planning, investment management, tax planning, estate planning, and legacy strategies. As an independent fiduciary firm, Empower Wealth & Tax is committed to delivering personal, educational guidance tailored to each client’s unique goals. The team focuses on transparency and long-term relationships, designing customized strategies to help preserve wealth, reduce unnecessary taxes, and support lasting financial confidence.

Role Description This is a full-time, on-site Receptionist role located in cedar park, TX. The Receptionist will be responsible for greeting clients and visitors, managing incoming phone calls, and directing inquiries to the appropriate team members. Daily responsibilities include scheduling and confirming appointments, maintaining a tidy and welcoming reception area, and handling basic clerical tasks such as data entry, filing, and mail distribution. The role also involves supporting the advisory team with administrative tasks, ensuring accurate client information is recorded, and providing a professional, courteous client experience at all times. This position requires consistent in-person presence and a commitment to maintaining a calm, organized front office environment.

Qualifications

• Strong customer service and communication skills to interact professionally with clients, visitors, and team members.
• Demonstrated phone etiquette and experience handling multi-line phone systems and directing calls efficiently.
• Proficiency with receptionist duties, including greeting guests, managing appointments, and coordinating front desk activities.
• Solid clerical skills, such as data entry, filing, document organization, and basic office software proficiency (e.g., Microsoft Office).
• High attention to detail, reliability, and the ability to manage multiple tasks in a fast-paced environment.
• Prior experience in a professional office setting, preferably in financial services or a client-focused industry, is beneficial.
• High school diploma or equivalent required; additional administrative or office training is a plus.