Part Time Receptionist

Job Description

Job Description

This position is for a part-time receptionist. Various shifts are available. Hours will be various shifts based on your availability including weekdays (M-F) 9:00 am - 5:00 pm . More hours including weekends (Saturday and Sunday) and staying late are required during the busy tax season (February to April). Seasonal opportunities and hours are also available (September - May). This is a great opportunity for college students studying finance or accounting to get part-time office work experience.

Our company focuses on tax and financial planning for individuals and small businesses.

Responsibilities include:
- Amicably greeting clients and answering phone calls
- Scheduling client meetings and sending confirmation emails
- Sending mailings and letters
- Organizing materials for meetings
- Typing documents
- Updating client database profiles and folders
- Conducting clerical duties such as filing, copying, printing and scanning
- Managing e-mail accounts by checking and responding to e-mails
- Working directly with clients to answer their inquiries
- Communicating with prospective clients by explaining our services

Qualifications:
-Interpersonal skills
-Strong written and verbal communication
-Organization skills
-Reliability
-Microsoft Office proficient
-Teamwork skills
-Professional attitude and demeanor
-Ability to multitask in a fast paced environment

Job Type: Part-time

Benefits:

• Retirement plan

 

Work Location: In person

\nCompany Description

At A.T.Becker & Associates, Inc., we believe that a plan is a powerful tool. Reaching your long-term financial objectives hinges on having the right plan -- one that fits your unique circumstances and grows with you. Planning your financial future can be a daunting task. That's where A.T.Becker & Associates, Inc. comes in. Our advisors are trained, licensed professionals, and they can draw on years of financial planning experience when creating a long-term strategy. Whether your concern is paying too much in taxes, affording college, or not having enough money to last throughout your retirement, we can help you.

Company Description

At A.T.Becker & Associates, Inc., we believe that a plan is a powerful tool. Reaching your long-term financial objectives hinges on having the right plan -- one that fits your unique circumstances and grows with you. Planning your financial future can be a daunting task. That's where A.T.Becker & Associates, Inc. comes in. Our advisors are trained, licensed professionals, and they can draw on years of financial planning experience when creating a long-term strategy. Whether your concern is paying too much in taxes, affording college, or not having enough money to last throughout your retirement, we can help you.