What are the responsibilities and job description for the Receptionist position at Ascend?
Receptionist
About Ascend
Ascend empowers entrepreneurial CPAs to reach their goals with an innovative growth model that brings their firms into the new age. Backed by private equity from people-focused Alpine Investors, Ascend is building a modern platform for regional accounting firms that enables them to stay independent while accessing the resources of a large CPA firm to help them grow. Ascend provides access to growth capital, robust talent acquisition, best-of-breed technology, a catalytic leadership system, shared back-office services, and modernized equity incentives so that firms can surmount today's industry challenges and reach their full potential. Founded in January 2023, the company attained revenues sufficient to qualify it as a Top 100 U.S. accounting firm within six months of operation. For more information, visit ascendtogether.com.
About Onpointe
Onpointe is a rapidly growing, forward-thinking consulting firm with locations in the Cincinnati and Cleveland metro areas. We provide a range of tax, accounting, and advisory services to closely held businesses and high net-worth individuals. With a fantastic team of people that offer high-quality service with a relationship-first approach, we help clients successfully navigate a complex business world.
What You'll Do:
- Handle client communication including in person, on the phone, and via email; aim to maintain a 100% response rate and cNPS of 70% .
- Manage the office front desk, greet and direct clients, and assist guests with their queries promptly and professionally.
- Administrative tasks including organization of mail, deliveries, and other ad hoc projects including occasional errands.
- Ensure client information is properly recorded in our software systems; create and send documents such as proposals and engagement letters.
- Become highly proficient in client communication software.
- Actively identify and share opportunities to improve administrative processes and moving projects through the system.
- Assist with compilation of tax returns before filing.
Qualifications:
- 1-3 years of experience in a receptionist, administrative, or customer service role.
- Proficiency with Microsoft Office suite; knowledge of accounting software is a plus.
- Strong written and verbal communication skills.
- Associate's or Bachelor's degree preferred.
At Ascend, we provide a fair and equal employment opportunity for all candidates regardless of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity/expression, age, marital status, disability, or any other legally protected characteristic. Ascend hires and promotes individuals solely based on qualifications for the position to be filled and business needs.
