Block Advisors · 1 month ago
Front Desk Receptionist
San Mateo, CA
Full-time
Onsite
Entry Level
$18/hr - $18.30/hr
1+ years expBlock Advisors is part of H&R Block, dedicated to helping clients with their financial decisions. The Front Desk Receptionist will be responsible for greeting clients, answering phones, scheduling appointments, and ensuring a welcoming environment in the office.
ConsultingCrowdfundingFinancial Services
Responsibilities
Answer phones and greet clients in a personalized, friendly, and inviting manner
Match clients with the best-suited tax professional for their needs
Schedule clients how they would like to be scheduled
Help to ensure all clients needs have been met during service both in person, over the phone or virtually
Maintain office cleanliness and organization of resources with team members
Other duties as assigned
Qualification
Required
Experience working in a fast-paced environment
Previous experience in a customer service environment
Ability to multi-task
Strong organizational and time-management skills
Computer proficient with the ability to use Microsoft Office
Preferred
High school diploma or equivalent
Sales/marketing experience
Benefits
Employee Assistance Program with Health Advocate.
Wellbeing program, BetterYou, to help you build healthy habits.
Neurodiversity and caregiver support available to you and your family.
Various discounts on everyday items and services.
Medical Coverage
401k Retirement Savings Plan
Employee Stock Purchase Plan
Company
Block Advisors
Block Advisors is tax and business service providers like tax preparation and tax planning.
1001-5000 employees
Funding
Current Stage
Late StageRecent News
HRB Tax Group, Inc.
2025-08-19
Small Business Trends
2025-04-30
Company data provided by crunchbase