Tax & Financial Group ยท 4 months ago
Reception/Front Office Assistant (20-29 Hours Weekly)
Newport Beach, CA
Part-time
Onsite
Entry Level
$21/hr - $23/hr
2+ years expTax & Financial Group is a comprehensive financial services firm dedicated to empowering clients toward long-term financial security. They are seeking a part-time Receptionist to handle incoming calls, assist clients, and provide clerical support to ensure exceptional service delivery.
FinanceFinancial Services
Responsibilities
Professionally receive and direct incoming calls, take messages, and ensure timely follow-up
Greet and assist clients, guests, and vendors upon arrival, ensuring a welcoming and professional environment
Notify appropriate staff of visitor arrivals and manage guest sign-in procedures
Coordinate vendor and delivery notifications (e.g., lunch orders, floral deliveries)
Maintain the appearance and security of the front office area, including opening and closing responsibilities
Perform general clerical duties, including typing, scheduling conference rooms, and preparing correspondence
Prepare mailings such as holiday cards, client communications, and marketing materials, including mail merges and label printing
Assist with scanning, sorting, and archiving incoming mail electronically using company systems
Print and maintain office stationery (letterhead, envelopes) and track usage for internal billing
Manage incoming and outgoing packages, including posting, logging, labeling, and delivery coordination
Transport outgoing mail to FedEx or the local Post Office as needed
Stock and maintain coffee and office supplies at the reception and throughout the office
Set up conference and training rooms for meetings, events, or training sessions
Ensure readiness of common areas and workstations
Qualification
Required
Must meet background check and fingerprinting requirements
Proficient with Microsoft Office and Outlook
Customer service oriented with strong writing, speaking, communication and phone skills
2+ years of administrative experience
Proactive, personable, dependable, organized and able to meet deadlines
Detail Oriented
Benefits
401(k)
401(k) matching
Company
Tax & Financial Group
Tax & Financial Group (TFG) is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Christine Tapia
Chief Operating Officer
Mark Garvin
Partner
Company data provided by crunchbase