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:
Work Location: In person
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.