Title:

Receptionist /

Accounting Support Job Summary:

Detail-oriented and proactive Receptionist /Accounting Support role to support our accounting office in Grants Pass, OR. Full-time role that combines client communication and administrative and accounting support.

Location:

Grants Pass, OR

• ROGUE

SOLUTIONS ACCOUNTING & BOOKKEEPING

Employment Type:

Full-time Reports To:

Vice President Job Summary The Receptionist / Accounting Support is responsible for supporting the daily operations of the accounting office through a combination of administrative, client communication, and accounting support tasks. This role ensures an organized and efficient workplace, facilitates smooth client interactions, and provides essential administrative and project assistance to the team. This role also involves maintaining financial records, processing transactions, and assisting with compliance-related duties, with a strong emphasis on quality and accuracy in all tasks. The Receptionist / Accounting Support adheres to the EOS (Entrepreneurial Operating System) framework to ensure alignment with the company's goals and values. Key Responsibilities Front Office and Administrative Management

• Manage incoming phone calls, voicemails, and emails; provide follow-up or redirect inquiries as needed.
• Handle document distribution, signatures, and daily mail tasks, including outgoing mail and packages.
• Greet office visitors and clients; maintain the reception area and handle weekly cleaning tasks.
• Manage office orders, supply inventory/organization, and door key tracking
• Assist with scheduling client meetings and managing calendars for senior staff
• Complete all assigned tasks and track work time within project management system
• Run weekly client and internal errands in personal vehicle (mileage reimbursement) Administrative Support
• Provide general administrative assistance, including data entry, document preparation, and report generation.
• Help coordinate internal meetings, conferences, and office events, including handling logistics such as room bookings and equipment setup. Accounting Tasks & Support
• Perform bank reconciliations and ensure all transactions are accurately categorized, recorded, and aligned with client requirements.
• Complete and maintain up-to-date bank feeds, ensuring accurate categorization and entry of all transactions, and promptly addressing any discrepancies or issues.
• Assist with Accounts Payable/Receivable tasks, including transaction categorization, data entry, and maintaining accurate financial records.
• Ensure correct timing of client books closure and month-end checks
• Assist with annual donor letters mailing process and complete special projects as assigned
• Collaborate with accounting teams on client vendor W-9 collection and year-end filings.
• Communicate with clients regularly to provide updates, resolve inquiries, and ensure their accounting needs are met with a high standard of service.
• Maintain updated and organized financial records within systems like Share Point, Project Management Software and QuickBooks, ensuring data integrity and accuracy.
• Provide general accounting assistance, including data entry, document preparation, and report generation. Client and Team Communication
• Assist with managing email inboxes; assist with serving as a point of contact for client and team communication, ensuring timely follow-up and task coordination.
• Send reporting and other documents to clients via secure means
• Participate in weekly team meetings to review progress on key Rocks and address any issues using the Issues Solving Track (IDS).
• Collaborate with the team to identify opportunities for process enhancement and implement changes to improve efficiency and quality of office operations.
• Maintain and complete all assigned repeating work schedules and task lists in Karbon, ensuring they reflect the work being done with precision and accuracy. Operations and Compliance
• Ensure compliance with company policies, procedures, and industry regulations; identify opportunities for process improvement
• Assist with safety compliance, help ensuring compliance with safety guidelines and maintaining safety equipment.
• Utilize EOS tools (e.g., Issues Solving Track) to proactively identify and resolve operational challenges. Technology and Systems Management
• Maintain proficiency in QuickBooks Online and other accounting software tools, ensuring accurate data entry and management.
• Use Password storage to manage and secure passwords, adhering to RSA protocols for data security, with a focus on maintaining data integrity and quality.
• Keep current on system updates, maintain internal work folders, and ensure proper organization and management of digital records, emphasizing accuracy and completeness. Qualifications
• High school diploma or equivalent
• 1+ years of experience in an administrative support role
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook)
• Strong organizational, multitasking, and communication skills.
• Strong Computer Skills
• Able to work within a Windows environment and assist with data entry
• Ability to work independently and collaboratively within a team environment.
• Attention to detail and discretion in handling confidential information. Key Competencies
• Professional demeanor and proactive approach to problem-solving.
• Strong analytical and organizational skills.
• Flexibility and adaptability to changing needs and priorities.
• Excellent customer service skills and the ability to communicate effectively at all levels of the organization. Character Qualities

• Integrity and Honesty:

  Shows ethical behavior and transparency in all actions, even when no one is watching.

• Humility:

  Practice humility with all. Know your abilities, defer to others more capable, seek input, and receive guidance.

• Cheerfulness and Uplifting Attitude:

  Supports a positive and encouraging demeanor, fostering a pleasant work environment.

• Compassion and Service-Minded:

  Shows genuine care for customers and team members, prioritizing their needs and well-being.

• Consistently Positive:

  Inspires and guides the team with a clear vision, leading by example.

• Self-Motivated and Hard-Working:

  Takes initiative and consistently puts in the effort to achieve goals.

• Results-Oriented:

  Focused on achieving measurable outcomes and driving the success of the company.

• Accountability:

  Practices personal and team accountability.

• Protectiveness:

  Protects the people, the brand, the assets, and the reputation of the company.

• Golden Rule:

  Treats others the way you want others to treat you.

• Dependable:

  Proves they have the character to be reliable, steady and trustworthy. Your teammates can count on you to do your job correctly and on time.

• Empathy:

  Has the ability to take on another's perspective, to understand, feel, and possibly share and respond to their experience. What We Offer
• Competitive salary and benefits package.
• Opportunities for professional development and growth.
• A collaborative and supportive team environment.
• A dynamic workplace focused on operational excellence.

Pay:

$18.00

• $22.

00 per hour Expected hours: 40.0 per week

Benefits:

Dental insurance Health insurance Paid time off Retirement plan Vision insurance

Work Location:

In person