Job Description
Job Description
Position Overview:
This role combines the responsibilities of a receptionist, administrative support, and client service. The ideal candidate enjoys helping others, is highly organized, and has experience. You will be answering phones, assisting with client onboarding, preparing and organizing documents, scheduling appointments, scanning and filing, and supporting both the insurance and retirement planning sides of the business.
Key Responsibilities:
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Greet and assist clients in person and by phone
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Schedule appointments and manage calendars
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Prepare, scan, upload, and organize client documents
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Assist with tax form entry and light tax preparation (highly valued skill)
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Support insurance and investment paperwork processing
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Track and follow up on pending applications and client requests
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Maintain a clean and organized office environment
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Provide general administrative and clerical support
Preferred Qualifications:
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Experience in a professional office setting
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Prior tax preparation or tax document handling experience (strongly preferred)
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Excellent communication skills and friendly phone presence
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Strong attention to detail and accuracy
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Comfortable learning new software systems
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Ability to manage multiple tasks while staying organized
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Reliable, punctual, and team-oriented