Receptionist

FurstStaffing; Rockford (IL); On-site; USD 18,000 - 25,000; Part time

Job summary

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.

Qualifications

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

Responsibilities

• 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.

Skills

Customer service

Communication

Phone etiquette

Tools

Microsoft Excel

Job description

We are seeking a professional, personable, and dependable Receptionist / Customer Service Representative to join the front desk of a busy tax and financial planning office.

This is a unique opportunity for someone who enjoys working with people, is comfortable managing multiple priorities, and takes pride in providing exceptional customer service. The position offers part-time hours throughout the year, with full-time hours during our busy tax season.

Schedule:

• January 15–April 15: Full-time, Monday–Friday, approximately 9:00 a.m.–5:00 p.m.
• Year-round: Approximately 20 hours per week, Monday–Friday
• Typical year-round hours may be 9:00 a.m.–1:00/2:00 p.m. or 10:00 a.m.–2:00 p.m.
• Hours may vary and additional hours may be available; the schedule will not be less than approximately 20 hours per week

Key Responsibilities:

• 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 clients with general front-office needs
• Perform a variety of computer-based administrative projects
• Utilize Microsoft Excel and other office software
• Maintain accurate records and assist with general office organization
• Learn and assist with investment-industry-related forms, procedures, and processes
• Work independently while knowing when to ask questions or seek assistance
• Provide professional and courteous service to clients at all times

The successful candidate will be:

• Very personable, friendly, and professional
• Comfortable interacting with clients in a professional office environment
• Professional in dress and appearance
• Strong with computers, with solid Microsoft Excel skills
• Organized, dependable, and detail-oriented
• An independent worker with strong problem-solving skills
• Experienced with answering phones and scheduling appointments
• Comfortable learning new software, forms, and office procedures
• Flexible and dependable during the demanding tax season
• Willing to complete fingerprinting and a background check as required for investment-industry regulations

Prior experience in a tax, accounting, financial services, or professional office environment is helpful but not required for the right candidate.