Springline Advisory · 11 hours ago
Receptionist
Dallas, TX
Full-time
Onsite
Mid, Senior Level
5+ years expSpringline Advisory is an award-winning regional firm redefining the middle-market accounting and business advisory space. The Receptionist will ensure exceptional front desk operations, provide outstanding customer service, and maintain a professional environment for internal and external partners.
Business DevelopmentConsultingFinance
Responsibilities
Manage and direct incoming calls promptly and professionally, ensuring accurate transfers and exceptional customer service
Coordinate the checkout and secure shipping of tax returns, maintaining compliance and confidentiality throughout the process
Update and maintain internal workflow tracking systems to ensure accurate project status and smooth operational flow
Prepare and apply address labels and postage for outgoing correspondence, ensuring timely and accurate delivery
Handle and safeguard sensitive documents and confidential information in accordance with firm policies and industry standards
Provide administrative support for internal meetings and partner events, assisting with logistics and execution as needed
Monitor inventory levels and restock office, storage, and kitchen supplies to maintain a well-equipped and organized workspace
Process, scan, and distribute incoming mail efficiently to ensure timely communication and document management
Collaborate with team members across departments to deliver seamless service and support for clients and internal stakeholders
Proactive in identifying opportunities to support the department
Qualification
Required
Graduation from high school or GED
5+ years of job-related experience
Proficient in Microsoft applications including Word, Excel, Outlook and PowerPoint; knowledge of operation of standard office equipment
Must be able to lift packages and mail frequently
Mastery of spelling and grammar
Integrity and the ability to maintain a high level of confidentiality
Ability to proactively anticipate needs
Eager to learn
Strong self-starter who is comfortable working both independently and as a member of a team
Ability to prioritize and work effectively with a high volume of workload and meet deadlines
Communication skills - clear, concise writing and verbal skills
Organization skills; attention to detail and accuracy; flexibility; strong analytical skills
Excel at working autonomously and juggling multiple priorities
Strong customer service orientation and professional appearance
Must be able to interact and communicate with individuals at all levels in the firm and a variety of personalities in a professional manner
Preferred
Accounting/Tax firm experience
Experience with CCH Axcess
Benefits
Dynamic and Innovative Work: An opportunity to play a critical role within a rapidly growing firm with a supportive and collaborative culture.
Growth Opportunities: A dynamic and supportive environment where your contributions will directly impact the firm’s growth and success and share in the rewards.
Collaborative Culture: A team-oriented culture that values innovation, entrepreneurial spirit, and growth mindset.
Competitive Compensation: A comprehensive salary and benefits package, including performance-based incentives and growth opportunities.
Company
Springline Advisory
Springline Advisory is a financial and business advisory firm that provides financial consulting and advice services.
501-1000 employees
Funding
Current Stage
Late StageRecent News
Company data provided by crunchbase