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Receptionist/Office Assistant

Company: Crystal Lake Tax and Financial
Location: Crystal Lake
Posted on: November 25, 2022

Job Description:

Looking for a Rock-Star to be our First Impressions Coordinator If you are a "people person", enjoy a laid back work environment, and want to be a part of improving our client's financial lives apply for this unique opportunity. We are seeking a team member who is friendly, reliable and highly organized with strong communication skills to work in our rapidly expanding Financial Planning office. Task prioritization, problem solving, strong customer service skills, ability to work independently and attention to detail are key to assisting our office.Our family owned firm is celebrating 15 years in business. This position is available due to an internal promotion for someonne that held and grew this role for 5 years.Personality and a people person takes priority over technology skills. This role is the first person our clients and prospective clients see and speak to when they first call in or walk into the office. Job Duties Perform office support tasks within the organization including but not limited to the following: Answer, screen and direct phone calls Assist with preparation for upcoming events Assist all departments with projects and daily tasks Responsible for mailings (requested reports, books etc) Oversee all administrative aspects for general office Intake of documents and build files for clients during tax season (no knowledge of taxes required) Maintain reception area for clients and other visitors Qualifications and Skills College degree optional, we are looking for the right culture fit, not right piece of paper Comfortable communicating with a wide range of individuals on the phone and in person Intermediate computer, Microsoft Office suite and Internet application skills CRM experience a plusJob Type: Full-timePay: From $20.00 per hourBenefits: 401(k) 401(k) matching Dental insurance Health insurance Life insurance Paid time off Professional development assistance Retirement plan Vision insuranceSchedule: Monday to Friday No weekendsSupplemental pay types: Bonus payAbility to commute/relocate: Crystal Lake, IL 60014: Reliably commute or planning to relocate before starting work (Required)Experience: Customer service: 1 year (Preferred)Work Location: One location

Keywords: Crystal Lake Tax and Financial, Crystal Lake , Receptionist/Office Assistant, Administration, Clerical , Crystal Lake, Illinois

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