At Lucida, we're more than just a full-service accounting firm; we're a community of over 100 professionals across four locations, dedicated to providing exceptional service. As a proud member of the American Institute of Certified Public Accountants, Wisconsin Institute of Certified Public Accountants, and the National Association of Certified Valuation Analysts, we specialize in supporting closely held companies in diverse sectors including healthcare, real estate, construction, manufacturing, the arts, and more.

Our mission is to simplify complexities for our clients, offering a collaborative environment that fosters innovative strategies and operational excellence.

The Front Desk Coordinator is the first point of contact for clients and visitors, ensuring a positive and welcoming experience. This role is integral to maintaining smooth office operations through a diverse range of clerical, administrative, and office management responsibilities. The ideal candidate is outgoing, energetic, and dedicated to exceptional customer service.

Duties/Responsibilities:

• Extends a warm welcome to visitors and clients, providing clear directions and assistance.
• Skillfully answers with a high level of customer service and transfers phone calls, exercising discretion in screening when necessary.
• Distribute tax returns and other relevant documents to clients, potentially requiring in-person meetings to ensure proper handling and understanding.
• Coordinates office supply inventory, ensuring adequate stock of supplies and snacks, and maintaining an organized supply area.
• Conducts light office maintenance tasks including a keeping a pristine front desk area, ensuring a high-end, immaculate environment.
• Responds promptly to and resolves administrative inquiries and questions. Demonstrates a proactive approach to addressing concerns and providing information.
• Undertakes other related duties as assigned and anticipates the needs of the department.

Required Skills/Abilities:

• Demonstrates superb verbal and written communication skills.
• Proficient in Microsoft Office Suite.
• Excellent organizational skills and meticulous attention to detail, ensuring accuracy in all tasks.
• Demonstrates the ability to work independently and takes ownership of tasks and responsibilities.
• Outgoing and energetic personality with a strong focus on customer service.

Education and Experience:

• High school diploma or equivalent required.
• Previous experience in a customer service role, ideally in an office setting.
• Experience with Microsoft Office Suite.