job title:Office Assistant / front desk receptionist
QR Code Link to This Post
About Us
We are a family-owned Financial & Insurance Services company proudly serving the community for over 20 years.
Our Services
• Personal & Business Tax Preparation
• Bookkeeping & Payroll
• Business consulting & entity formation
• Insurance Services: Auto, Home, Renters, Commercial, Workers Comp, Liability, Bonds
• Notary services
• Real estate
• Year-round financial guidance and client support
Available Shifts (Monday–Friday)
• Day Shift: 10:00 AM – 2:00 PM
• Evening Shift: 5:00 PM – 9:00 PM
During tax season, Saturdays are optional for extra hours but not required.
Position Overview
This role is ideal for someone who is friendly, bilingual, professional, and enjoys helping people.
Main Responsibilities
• Greeting clients; check-in / check-out
• Answering phones and routing messages
• Assisting with basic tax and insurance questions
• Scheduling appointments
• Scanning, uploading, and organizing digital files
• Supporting preparers, bookkeepers, and insurance agents
• Light administrative support
• Maintaining a clean and organized front-desk area
Requirements
• Bilingual English & Spanish strongly preferred
• High school diploma or equivalent
• Friendly, professional, and dependable
• Excellent customer service skills
• Organized, detail-oriented, and able to multitask
• Team player with a positive attitude
Preferred but Not Required
• Tax preparation or bookkeeping experience
• Insurance knowledge (auto, home, commercial, etc.)
• Office assistant or receptionist experience
How to Apply
Send your resume and indicate which shift you are applying for: Day Shift (10 AM–2 PM) or Evening Shift (5 PM–9 PM).
Principals only. Recruiters, please don't contact this job poster.