Receptionist/Administrative Assistant - CPA Firm

$45,760 - $49,920/Yr

CGU CPA - San Mateo, CA

Part-time,Full-time - Entry Level

San Mateo, CA

About the position

The Receptionist/Administrative Assistant position at a CPA firm in San Mateo involves managing front desk operations and providing administrative support. The role requires strong organizational skills and the ability to handle multiple tasks efficiently while ensuring excellent customer service to clients and visitors.

Responsibilities

• Answer and transfer phone calls
• Greet clients/visitors
• Sort and distribute mail
• Scan, fax, copy/print documents
• Prepare and process invoices, checks, letters, and mails
• Schedule client meetings

Requirements

• Strong organizational and prioritization skills
• Attention to detail
• Strong interpersonal, customer service, and communication skills
• Proficient in Microsoft Windows and Office suite
• Ability to handle projects and work independently and efficiently
• Experience with CCH Axcess is preferred but not required

Nice-to-haves

• Experience in customer service for 2 years

Benefits

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance