Receptionist

Key Responsibilities

• Answer incoming calls and route them appropriately.
• Greet clients, staff members and other guests to the office.
• Use CRM (HubSpot) to note receipt of documents received from clients and any requests they may need us to note.
• Scan and copy documents for the Firm as needed into OneDrive and/or other folders.
• Maintain the postage machine and coordinate mailing of documents.
• Order food, supplies, and other miscellaneous items the Firm needs.
• Serve as back to help maintain and review Managing Partner’s emails, calendar appointments and events.
• Screen Managing Partners incoming calls prior to transferring.
• Provide coffee or drinks to Clients and Partners.
• Arrange travel for Firm staff members.
• Keep office tidy and clean.
• Run errands as needed.
• Event planning, to include coordinating with vendors, catering, room set-up, etc.
• Maintain conference rooms, kitchen/cafe' and other common office spaces.

Qualifications & Skills

• A high school diploma or GED.
• At least 2 years of relevant experience, preferably in a professional services environment (CPA firm, law firm, consulting firm, or similar).
• Strong organizational and time-management skills.
• Excellent communication abilities.
• A high level of discretion and professionalism.
• Ability to anticipate needs and work proactively.
• Tech-savvy: MS 365, Google Workspace, scheduling software, CRM systems.

Key Competencies

• Strong attention to detail.
• Proactive problem-solving.
• Adaptability in fast-paced environments.
• Professional judgment and confidentiality.

Benefits & Perks

• Competitive compensation.
• Health, dental, and vision insurance.
• Paid time off and holidays.
• 401k with employer match.
• Professional development opportunities.
• A supportive, collaborative Firm culture.