Platform Accounting Group · 2 weeks ago
Seasonal Receptionist
Platform Accounting Group is a rapidly growing professional services firm providing tax, accounting, assurance, IT consulting, and wealth management services. The Seasonal Receptionist will be a key part of the front office team, responsible for providing clerical and administrative services, handling client interactions, and supporting the accounting staff.
AccountingAdviceConsultingFinancial Services
Responsibilities
Handle a high volume of incoming calls
Handle incoming and out going mail
Greet clients in a professional and personable manner
Organize, scan, file and send documents to project software and web portals
Easily learn and adapt to new technology and multiple systems
Create and track projects within computer systems, organize physical information for staff
Perform data entry assignments into a variety of software systems
Execute detailed procedures for each step of our projects and processes
Position requires attention to detail and analytical skills, flexible and positive attitude
Office and customer service experience required
Qualification
Required
Professional office experience 1 yr +, proficient with Microsoft Office suite
Attention to detail and ability to multi-task
Excellent verbal and written communication skills
Independent worker and learner, willingness to take on new tasks
Ability to self-manage projects, proactive problem solving, analytical skills
Ability to learn, understand and utilize new technology systems quickly
Office and customer service experience required
Company
Platform Accounting Group
Platform Accounting Group specializes in accounting, mergers, acquisitions, tax advisory, and business consulting services.
Funding
Current Stage
Late StageTotal Funding
$85MKey Investors
The Cynosure Group
2024-02-06Private Equity· $85M
Recent News
Accounting Today
2024-05-05
Business Wire
2024-05-05
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