Receptionist

Job Highlights

Using AI ⚡ to summarize the original job post

Responsibilities

• Assist clients in securely uploading their documents to the customer portal.
• Scan and manage incoming documents into the tax system.
• Answer and direct incoming phone calls in a friendly manner.
• Provide clerical support to partners and interns as needed.
• Ensure the office environment remains organized and efficient.
• Handle customer inquiries and resolve issues promptly.
• Monitor the secure portal and create project tasks for tax preparation and review.
• Use Microsoft Office Suite for various administrative tasks.
• Provide support to interns, guiding them through document upload processes.
• Maintain a fast-paced work environment, ensuring all tasks are completed in a timely manner.

Qualifications

Required

• Minimum of 3 years of experience in a receptionist or similar role
• Proficiency in Administrative Office and Administrative Assistance tasks
• Experience with Customer Portal and other Portals
• Ability to scan documents and manage scanned files efficiently
• Proficiency in Microsoft Office Suites
• Experience in answering inbound calls
• Familiarity with answering multi-line phone system
• Ability to perform clerical duties such as filing, typing, and managing incoming mail
• Willingness to provide clerical support to other departments as needed

About Robert Half

Robert Half, the world’s first and largest specialized talent solutions firm, connects opportunities at great companies with highly skilled job seekers. We offer contract, temporary and permanent placement solutions for roles in finance and accounting, technology, marketing and creative, legal, and administrative and customer support. Named to Fortune’s World’s Most Admired Companies and 100 Best Companies to Work For® lists and a Forbes Best Employer for Diversity, Robert Half is the parent company of Protiviti®. Robert Half is traded on the New York Stock Exchange (symbol: RHI) and is a member of the S&P 500 index.