Desk Receptionist - FL - On Site

Vensure Employer Services • Miami, FL

375d

About The Position

The position involves providing exceptional customer service to clients and visitors, managing appointments, and supporting the administrative functions of the office. The role requires a friendly demeanor and the ability to handle sensitive information with discretion. Responsibilities include greeting clients, scheduling appointments, answering phones, assisting with office tasks, collecting documentation for tax preparation, processing payments, and maintaining office organization.

Requirements

• High school diploma or equivalent required; associate degree or higher preferred.
• Previous experience in a receptionist or customer service role, preferably within a professional or office setting.
• Experience in a tax or accounting firm is a plus.
• Bilingual (English/Spanish) required.
• Proficient in Microsoft Office Suite (Word, Excel, Outlook).

Nice To Haves

• Experience in a tax or accounting firm.

Responsibilities

• Greet clients and visitors in a professional, friendly manner, providing exceptional customer service both in person and over the phone.
• Schedule and confirm appointments for clients, ensuring that the tax professionals' calendars are organized and up-to-date.
• Handle inbound calls, take messages, and direct calls to the appropriate staff members in a timely manner.
• Assist with general office tasks including filing, data entry, and handling mail.
• Collect necessary documentation from clients for tax preparation services and ensure all necessary forms are properly completed.
• Process client payments and provide receipts, ensuring accurate records are maintained.
• Keep the front office area clean, organized, and stocked with necessary supplies.
• Maintain confidentiality of client information and follow firm protocols regarding privacy and data security.

What This Job Offers

• Industry: Administrative and Support Services
• Education Level: High school or GED
• Number of Employees: 1,001-5,000 employees