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Receptionist

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.

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Interested in Joining Our Team?

If this opportunity sounds like a good fit, we’d love to hear from you. Submit your resume and tell us a little about yourself to be considered for a position with James Ridout CPA.

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