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LerroSarbey PLLC

Receptionist / Executive Assistant

Job Description

Job Summary LerroSarbey is a growing CPA and advisory firm with offices in Boca Raton and Fort Lauderdale. We've grown significantly in recent years and have been recognized by the South Florida Business Journal as one of South Florida's fastest-growing companies . We're also proud to have been named a Best Place to Work for multiple consecutive years . We invest heavily in employee satisfaction and wellness because we believe our people should share in the success they help create. Our team enjoys a collaborative environment, competitive benefits, and opportunities to grow alongside the firm. We're seeking a friendly, organized, and dependable Receptionist / Administrative Assistant to join our Boca Raton office. As the first person many clients speak with or meet, you'll play an important role in creating a welcoming, professional experience. You'll also work closely with colleagues across the office to support daily operations and help clients get the assistance they need. What You'll Do Greet clients and visitors, notify the appropriate team members of their arrival, and maintain a welcoming reception area. Answer incoming phone calls, route callers to the appropriate person, and take accurate messages. Prepare and coordinate outgoing mail, packages, and shipping, and distribute incoming mail. Assist with internal operational support requests, including scanning, copying, organizing documents, and other administrative tasks. Contact clients to request outstanding tax documents, follow up on requests, and coordinate the delivery and receipt of documents using the firm's approved systems. Track document requests and keep the appropriate team members informed of their status. Help clients with basic instructions for submitting or accessing documents and refer tax-related questions to the appropriate professional. Handle confidential client and firm information with care and discretion. Provide additional administrative support during busy periods and as needed. What We're Looking For Previous receptionist, customer service, or administrative experience preferred; experience in an accounting or professional services firm is a plus. Friendly, professional demeanor and strong verbal and written communication skills. Excellent organizational skills, attention to detail, and consistent follow-through. Ability to prioritize requests and remain calm and courteous in a busy office. Comfort using Microsoft Outlook, Word, and other standard office applications, with a willingness to learn new systems. Dependability, punctuality, and a team-oriented approach. Ability to work on-site in our Boca Raton office. Prior tax preparation experience is not required. We are looking for someone who takes pride in providing excellent service and helping both clients and colleagues. Our Benefits We offer a competitive benefits package that includes: Short-term disability insurance — 100% paid by the firm Life insurance — 100% paid by the firm Health, dental, and vision insurance Health Savings Account - with the firm contributing $500 towards the employee's HSA Long-term disability insurance Legal insurance A dependent care benefit program with a $500 firm contribution toward dependent care 401K with a 4% match Annual bonuses for all employees If you enjoy working with people, take pride in staying organized, and want to build your career with a growing firm that invests in its employees, we'd love to hear from you.
Pay:
From $50,000.00 per year
Benefits:
401(k) 401(k) matching Dental insurance Health insurance Health savings account Life insurance Paid time off Professional development assistance Retirement plan Vision insurance
Work Location:
In person

Benefits

  • Paid Time Off (PTO)
  • 401(k) Plans
  • Professional Development
  • Other Retirement and Savings
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