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Full Time
1 applicant
posted over 4 years ago

Job Description

The Receptionist coordinates and manages the initial greeting of clients, incoming phone

calls, and the appointment log. They pass out completed returns and make client packets.

The Receptionist should also handle other clerical duties as assigned. These duties may include, but are not

limited to: ordering and organizing office supplies, processing client mailings, and making coffee for the waiting area.

Character Traits and Skills:

  • excellent telephone etiquette
  • friendly and outgoing
  • organized
  • courteous
  • patient
  • able to handle stressful situations


  • greets clients in office and determines their service needs
  • answers incoming phone calls
  • coordinates client flow and inquiries; schedules appointments for clients on the phone and in person
  • calls prior clients to schedule appointments
  • maintains the return filing cabinet and handles return pickups
  • maintains office appearance
  • handles client complaints professionally and refers clients to the individual who can assist them
  • performs most office administrative requirements

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