Job Summary
We are seeking a dynamic and organized Front Office Assistant specializing in Insurance and Tax Services to join our professional team. This role is vital in creating a welcoming environment for clients and visitors while efficiently managing administrative tasks related to insurance and tax processes. The ideal candidate will possess excellent communication skills, strong organizational abilities, and a proactive attitude to support our office operations. This paid position offers an exciting opportunity to develop your administrative expertise within a fast-paced, client-focused setting.
Responsibilities
- Greet clients, visitors, and vendors with professionalism and warmth, ensuring a positive first impression.
- Manage multi-line phone systems, directing calls accurately and courteously while handling inquiries efficiently.
- Maintain organized filing systems for confidential client documents, insurance policies, and tax records.
- Assist with data entry tasks using software such as QuickBooks, Microsoft Office, and Google Workspace to ensure accurate record keeping.
- Support office management activities including calendar management, appointment scheduling, and document proofreading.
- Handle incoming correspondence, emails, and phone communication with clarity and professionalism.
- Provide exceptional customer service by addressing client questions promptly and maintaining confidentiality of sensitive information.
Skills
- Bilingual (English/Spanish): Fluent verbal communication in both languages is strictly required to serve our local community.
- Experience: front office, receptionist, or administrative assistant experience is a plus or highly adaptable and ready to learn.
- Tech Skills: Proficiency with Microsoft Office (Word, Excel) and general comfort learning new computer programs.
- Core Skills: Strong communication and organizational skills, high attention to detail, and the ability to maintain absolute confidentiality regarding sensitive client data.
- Availability: Must have a flexible schedule. Standard business hours apply most of the year, but extended hours and occasional Saturdays are required during peak tax season (January – April).
Personal assistant or office experience that includes calendar management and client communication is advantageous. Join us as a Front Office Assistant – Insurance & Tax Services to be an essential part of a vibrant team dedicated to delivering exceptional service while advancing your career in office administration!
Pay: $10.00 - $12.00 per hour
Benefits:
- Employee discount
- Paid time off
Application Question(s):
- Experience: Are you committed to learning to maximize job performance?
- Shift Availability: Are you willing and able to work extended hours/Saturdays during peak tax season (Jan–Apr)?
Language:
- English and Spanish (Required)
Work Location: In person
