What are the responsibilities and job description for the Administrative Assistant/Receptionist position at Zappitelli Financial Services?
Employment Type:
- Tax Season (Jan-Apr) | Full-Time Overtime Required
- Off Season (May-Dec) | Full-Time (40 hrs/week) Overtime Optional
Starting Rate: $21/hr
Position Overview
Zappitelli Financial Services is seeking a professional and client-focused Administrative Assistant/Receptionist to join our team. This role requires a solid background in income tax, as you’ll be assisting our clients with tax-related inquiries during interactions, both in person and over the phone. During tax season (January-April), this role is full-time with required overtime, while outside of tax season, it will be full-time at 40 hours per week with optional overtime.
Key Responsibilities
- Be the welcoming first point of contact for clients, ensuring a positive and professional experience
- Answer and direct phone inquiries, providing courteous and knowledgeable service
- Assist clients with tax-related questions, using your knowledge of income tax processes and terminology
- Schedule appointments and manage calendars to maintain efficient client flow during peak seasons
- Handle administrative tasks including data entry, document proofreading, filing, and office supply management
- Maintain an organized and client-ready front desk area at all times
Qualifications
- Experience in an administrative or office role; experience in a financial or tax environment is highly preferred
- Background in income tax, with a familiarity with tax processes to support client needs
- Strong multitasking, organizational, and time management skills, especially during high-demand periods
- Attention to detail with excellent data entry and proofreading skills
- Professionalism and a commitment to exceptional client service
About Us
Zappitelli Financial Services is your go-to financial firm specializing in tax planning, preparation, comprehensive financial planning, and wealth management. With a legacy spanning over 40 years, our family-owned business remains dedicated to our clients' financial well-being.
In 1982, brothers John and Bob Zappitelli established a simple tax practice, which has grown into what Zappitelli Financial Services is today. They saw the need for more holistic services, joining Avantax Wealth Management to offer clients comprehensive wealth management solutions. Over the years, their children and family members joined the firm, continuing a legacy of trusted service and deep client relationships.
Our team of tax and financial professionals treat clients like family because we understand that planning for your family makes you part of ours. We are here to help you design and implement your life's plan, working together to build a secure future.
Let’s embark on this journey together—your financial future starts now.
Job Type: Full-time
Pay: From $21.00 per hour
Expected hours: 40 per week
Benefits:
- Employee discount
- Flexible schedule
- Health insurance
- Paid time off
Schedule:
- Monday to Friday
- Weekends as needed
Work Location: In person
Salary : $21