RLR, LLP Certified Public Accountants & Advisors ยท 1 month ago
Front Desk Administrative Assistant
RLR, LLP is a growing full-service public accounting firm with a focus on small business clients. The Front Desk Administrative Assistant will be the first point of contact for clients and visitors, responsible for ensuring a welcoming experience and supporting the team with essential administrative tasks.
Accounting
Responsibilities
Greet clients and visitors with professionalism and warmth
Answer, screen, and route incoming calls promptly
Maintain accurate client records in our electronic database
Keep the reception area organized and stocked with necessary materials
Provide accurate and courteous information in person, by phone, and via email
Prepare client deliverables with accuracy and timeliness
Receive, sort and distribute mail and deliveries
Assist with scheduling meetings and updating calendars
Order and maintain office and kitchen supplies
Perform general administrative duties (photocopying, filing, faxing)
Uphold confidentiality and collaborate effectively with team members
Assist with scanning, organizing, and uploading tax documents into secure portals
Prepare client folders and ensure all required forms are available for appointments
Monitor and manage incoming client documentation for completeness
Support electronic filing processes by verifying signatures and required attachments
Handle confidential financial information with discretion and accuracy
Assist with scheduling client drop-offs and pick-ups during peak season
Provide basic guidance to clients on document submission procedures
Qualification
Required
Reliable and detail-oriented individual
Professionalism
Strong organizational skills
Ability to thrive in a fast-paced environment
Self-motivated
Client-focused
Dependable
Strong work ethic
Fluency in using computers
Knowledge of Microsoft Office Word and Excel
Ability to prioritize work
Ability to multitask
Ability to interact with other employees, managers, and partners across the business
Company
RLR, LLP Certified Public Accountants & Advisors
Our firm is one of the leading firms in the area.
Funding
Current Stage
Early StageCompany data provided by crunchbase