Ascend · 1 month ago
Back Office Admin
San Luis Obispo, CA
Full-time
Onsite
Entry Level
$21/hr - $25/hr
1+ years expAscend is a progressive accounting and consulting firm dedicated to transforming the public accounting experience. The role of Receptionist / Front-Desk Coordinator involves providing general office support, managing incoming calls, and assisting with various clerical tasks to ensure smooth daily operations.
AdviceConsultingFinance
Responsibilities
Answers telephone using a multi-line telephone system, checks general voice mail box and maintains phone extension list. Calls clients to pick up tax returns and other items as needed
Schedules appointments as assigned and greets clients and visitors in a professional manner, offers and serves beverages, escorts clients to various offices as needed
Receives and distributes mail and items dropped off by clients in a timely manner
Follows up with clients on Efile forms pending (under supervision), as assigned
Maintains cabinet of items to be picked up, logs items picked up and dropped off. Scans documents to electronic files as assigned
Assists with mail outs (envelope stuffing) such as various letters, statements and corporate estimates; assists with other clerical duties such as photocopying, faxing, filing and collating
Maintains inventory and cleanliness of kitchen, including ordering food when needed and restocking paper and plastic products
Qualification
Required
High School Diploma
One year experience as a receptionist / front desk coordinator
Valid California driver's license and proof of insurance
Ability to multi-task with ease and professionalism
Ability to operate a multi-line telephone switchboard
Good interpersonal communication and customer service skills
Ability to use office equipment, including a computer, copier, and scanner
Preferred
Bachelor's degree
Strong Microsoft Office skills
Benefits
Flexible PTO
Excellent Voluntary Insurance Options
401(k) Matching
Discretionary Bonus
Commitment to Professional Development, including a CPA bonus for employees obtaining their CPA license
Meaningful work that makes a difference in our clients' lives
Company
Ascend
Ascend is a consulting firm that helps CPAs reach their goals.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$2.02M2025-02-14Seed· $2.02M
Leadership Team
Erin Stahmer
Co-Founder & Chief People Officer
David Fulcher
Chief Financial Officer
Company data provided by crunchbase