Front Office Coordinator

Sorren, Inc. • Denver, CO

1d • $22 - $26 • Onsite

About The Position

As a Front Office Coordinator, you will create a positive client impression and ensure clients feel valued when visiting or contacting the firm. Serves as a console/switchboard operator and receives incoming calls as well as walk-ins from customers and other visitors. Checks appointments, offers information and directs calls to the desired person. May perform routine clerical functions.

Requirements

• High school diploma with 2 years minimum previous experience in a front desk/reception professional setting.
• Intermediate skills in both MS Office Suite and Adobe Pro software.
• Ability to operate general office equipment and digital phone systems.

Nice To Haves

• Previous experience with scheduling software, accounting systems, databases, and document management systems preferred.

Responsibilities

• Greet clients and visitors and provide a welcoming, professional, and positive first impression.
• Client service - address inquiries and resolve issues in a professional and courteous manner. Handle customer complaints or concerns and escalate them when necessary.
• Operate standard office equipment, coordinate catering, schedule appointments.
• Provide general information about Sorren and services, document preparation as needed, maintain and update contact lists, directories, etc.
• Security awareness - notify appropriate personnel of any security concerns or suspicious activity.
• Using digital phone application, field firm incoming calls, voicemail, and faxes and route appropriately.
• Receive, sort, post, and distribute mail and FedEx deliveries daily as needed.
• Assist with client tax document pick-up and signing process.
• Unlock office in the morning and secure/lock in the evening.
• Maintain kitchens; coffee, dishwashers, refrigerator’s
• Maintain lobby and main conference room in guest-ready status.
• Maintains confidentiality pertaining to clients and families.
• Maintain accurate client information in firm practice management & tax software.
• Assist with preparation and mail distribution of client engagement letters and project organizers.
• Scan & upload client emails & source documents to file management system and proper tax software.
• Performs other duties as assigned.

Benefits

• Generous paid time off
• Comprehensive medical, dental, and vision coverage, plus life and disability insurance
• 401(k) retirement savings plan
• Paid holidays, including a firmwide winter break (December 24 – January 1)
• Paid parental leave (available after one year of service)
• Mentorship and career development programs
• CPA exam support to help you succeed on the path to licensure
• Firm-sponsored events and spontaneous team activities
• Celebrations to mark milestones like the end of busy season and the holidays
• Benefits are available to full-time employees regularly scheduled to work at least 30 hours per week.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 11-50 employees