Receptionist Job at Campbell & Company, Wealth Advisors & Certified Public Accou

Growing Wealth Management & CPA Firm with locations in Spring Hill, Trinity, and Inverness is seeking a Director of First Impressions for our fast-paced Trinity/Odessa location.

The ideal candidate will have a knack for technology and a passion for creating welcoming spaces, be courteous, and have a helpful disposition, all while multitasking! Excellent written and verbal communication and customer service skills are essential.

We are looking for someone who can do it all - be the friendly face of our office, welcoming clients and guests, while keeping things running smoothly and maintaining a clean and organized environment.

We offer an excellent compensation package including 401(k) w/ Safe Harbor Match, Paid Holidays, PTO, Life Insurance, Long Term/Short Term Disability Insurance, and Health Insurance Reimbursement.

Responsibilities

• Greet clients and visitors with a positive, helpful attitude.
• Maintain confidentiality.
• Answer multiple lines, in a professional manner, screening and routing calls appropriately.
• Scheduling and confirming appointments.
• General office duties including document presentation and acceptance, both in person and electronic, scanning, copying, faxing, filing, mail sorting and distributing, and other administrative tasks.
• Errands and light housekeeping to ensure a warm, welcoming environment.

Requirements

• Prior experience as a receptionist in a professional office (medical, law firm or accountant office) is preferred.
• Consistent, professional dress and demeanor.
• Excellent written and verbal communication skills.
• Competency in Microsoft applications, including Word, Excel, and Outlook.
• Excellent time management skills with an emphasis on multitasking.

About Campbell & Company, Wealth Advisors, and Certified Public Accountants

We are a Wealth Management & CPA Firm, celebrating 3 decades in business. Our dynamic team is focused on helping our clients achieve their goals through prior planning and excellent service.

Job Details

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Administrative
• Industries: Accounting

We are an equal opportunities employer and welcome applications from diverse candidates.