What are the responsibilities and job description for the Receptionist position at Melanson Heath?
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DUTIES & RESPONSIBILITIES |
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· Responsible for front desk reception and office areas as needed – answering phones, greeting clients, mail and shipping processing, file/record management, archiving/scanning, general office cleanup and supply stocking, and scheduling client appointments. · Scanning of work papers, tax return assembly and filing, document scanning, and E-file scanning to other site admins. · Entering receipts into excel spreadsheet for clients as requested. · Run annual payroll reports for clients as requested. · Assist in bookkeeping for clients as requested. · Provide support to accountants and management as needed and requested, handle special projects as assigned, and incidental tasks for the firm in general as needed. · Ensure all such job functions are performed in accordance with firm policies and procedures. · Perform other job functions and projects as requested to support the Firm.
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SKILLS AND QUALIFICATIONS |
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· Associates Degree and/or relevant business experience (5 years) in a small to mid-sized office environment; financial service environment a plus. · Strong attention to detail. · Strong organizational and communication skills. · Good work ethic, service driven, and the ability to learn and take on responsibility while working both independently and within a team in a seasonally fast-paced environment. · Confidence to work with initiative, develop technical skills, and a desire to learn. · Experience with Microsoft Office, superior skills in Excel, Word, Adobe, Outlook (especially schedule in shared calendars), and PowerPoint; the proven ability to learn time & billing or other industry specific software applications a plus.
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