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Traphagen Financial Group

Front Desk Receptionist and Office Coordinator

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Job Description

Office and Client Services Coordinator We are seeking an Office and Client Services Coordinator to join our team! This role is crucial in creating a welcoming and professional environment for clients, visitors, and employees. The Office and Client Services Coordinator will manage the reception area, handle client inquiries, and provide office and administrative support to ensure smooth operations within the firm.
Key Responsibilities:
Reception /
Office Management:
Greet clients and visitors with a warm and professional demeanor. Answer and direct phone calls, take messages, and handle inquiries promptly and accurately. Maintain general appearance of office facilities, equipment, and manage inventory and supplies. Opens office/lobby in the morning, unlocks doors, turns off night-ring, replenishes lobby, coffee station, and other appropriate tasks Closes office/lobby at the end of the day, secures doors, etc. Responsible for organizing firm culture events, meetings, and conferences. Coordinate mail, couriers, and deliveries.
Client Services:
Coordinate conference-room reservations, including booking, confirming, and rescheduling conference rooms for client meetings. Provide clients with necessary information and assistance, ensuring a positive experience.

Administrative processing of client payments, in-person or over the phone. Assist with receiving, logging, organizing, and distributing client source documents for tax-return preparation Respond to incoming client and prospective-client inquiries and route questions or requests to the appropriate team member.
Communication:
Distribute internal communications and announcements to staff as needed. Coordinate and create firm content for social media including firm events, and news. Compose, design and distribute quarterly Firm newsletters.
Qualifications :
Education:
High school diploma or equivalent required. Associate's or bachelor's degree in business administration, communications, or a related field preferred.
Experience:
2-4 years of experience in an administrative, receptionist, client services, or professional office environment preferred. Experience in an accounting, tax, financial-services, legal, or other professional-services firm is a plus.
Skills :
Excellent verbal and written communication skills. Strong interpersonal skills with a friendly, polished and professional demeanor. Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and familiarity with office equipment. Ability to multitask and prioritize tasks effectively. Strong organizational skills and attention to detail.
Job Type:
Full-time Pay:
From $50,000.00 per year
Benefits:
401(k) 401(k) matching Dental insurance Health insurance Paid time off Vision insurance
Experience:
Microsoft Excel:
1 year (Preferred)
Microsoft Office:
1 year (Preferred) Organizational skills: 1 year (Preferred) Ability to
Commute:
Oradell, NJ 07649 (Preferred)
Work Location:
In person

Benefits

  • Paid Time Off (PTO)
  • 401(k) Plans
  • Health Insurance
  • Dental Insurance