Receptionist

James Ridout CPA; Florida; Sur place; USD 32 000 - 42 000; Plein temps

Résumé du poste

James Ridout CPA in Florida seeks a friendly receptionist to be the first point of contact for clients. You will manage front-desk operations, support scheduling, voicemails, intake forms, and basic administrative workflows to keep the office running smoothly.

The role emphasizes excellent communication, organization, and multi-tasking in a busy environment, with responsibilities including greeting clients, handling calls, processing paperwork, and assisting the team with social media updates.

Qualifications

• Proven experience as a receptionist or administrative assistant.

Responsabilités

• Greet and welcome clients professionally.
• Answer phone, check voicemail, route inquiries.
• Schedule, reschedule, and cancel appointments; outbound reminder calls.
• Assist clients with intake forms and required documents.
• Create invoices for services rendered.
• Manage mail: collect, scan, deliver; handle outgoing mail.
• Process paperwork: scan client docs and prepare meeting folders.
• Collaborate with team to review daily agendas and back up staff as needed.
• Monitor and create posts for company social media accounts.

Connaissances

Receptionist experience

Communication skills

Organizational skills

Calm under pressure

Multitasking

Outils

Multi-line phone systems

Scanners

Databases

Electronic tablets

Social media tools

Description du poste

Create a professional client experience managing scheduling, calls, intake, and front-office support.

We are seeking a welcoming, organized, and detail-oriented Receptionist to be the first point of contact for our clients. In this dynamic role, you will manage front-desk operations, facilitate seamless client communications, handle administrative workflows, and support our office staff to ensure daily operations run smoothly.

Key Responsibilities

Client Services & Communication

Greet and welcome clients as they arrive in a professional and friendly manner.

Answer phone calls promptly, manage and check voicemail messages, and route inquiries to the appropriate team members.

Schedule, reschedule, and cancel appointments , and make outbound appointment reminder calls.

Assist clients with filling out intake forms, navigating electronic tablets, and informing them of any required documents needed for upcoming meetings.

Create necessary invoices for clients for services rendered.

Administrative & Office Support

Manage mail operations : Collect, scan, and deliver incoming mail to pertinent individuals, and handle all outgoing mail preparation and shipping.

Process paperwork : Scan basic client paperwork for meetings directly into our database and prepare comprehensive folders for upcoming meetings.

Collaborate with the team : Meet regularly with staff to review daily appointment agendas and back up office staff as needed.

Social media management : Monitor and create engaging posts for company social media accounts.

Qualifications & Skills

Proven experience as a receptionist, administrative assistant, or in a similar customer-facing role.

Excellent verbal and written communication skills.

Strong organizational abilities with great attention to detail.

Comfortable utilizing office technology, including multi-line phone systems, scanners, databases, and electronic tablets.

Familiarity with basic social media management and content posting.

Ability to multitask, prioritize, and maintain a calm, professional demeanor in a busy environment.

Interested in Joining Our Team?