FRONT OFFICE COORDINATOR Location: Colorado Springs, CO. This position is in-office and not remote eligible.
Pay Range: $20.00 - $23.00 hourly.
What We're Looking For: - High school diploma with 2 years minimum previous experience in a front desk/reception professional setting.
- Intermediate skills in both MS Office Suite and Adobe Pro software.
- Ability to operate general office equipment and digital phone systems.
- Previous experience with scheduling software, accounting systems, databases, and document management systems preferred.
What You'll Be Doing: As a Front Office Coordinator you will create a positive client impression and ensure clients feel valued when visiting or contacting the firm. Serves as a console/switchboard operator and receives incoming calls as well as walk-ins from customers and other visitors. Checks appointments, offers information and directs calls to the desired person. May perform routine clerical functions.
Essential Duties: - Greet clients and visitors and provide a welcoming, professional, and positive first impression.
- Client service - address inquiries and resolve issues in a professional and courteous manner. Handle customer complaints or concerns and escalate them when necessary.
- Operate standard office equipment, coordinate catering, schedule appointments.
- Provide general information about SKRCO and services, document preparation as needed, maintain and update contact lists, directories, etc.
- Security awareness - notify appropriate personnel of any security concerns or suspicious activity.
- Using digital phone application, field firm incoming calls, voicemail, and faxes and route appropriately.
- Receive, sort, post, and distribute mail and FedEx deliveries daily as needed.
- Assist with client tax document pick-up and signing process.
- Unlock elevator in the morning and secure/lock in the evening.
- Maintain lobby and main conference room in guest-ready status.
- Maintains confidentiality pertaining to clients and families.
- Assist with the assembly of paper copies of tax returns and preparation of associated payment vouchers; ensure label and return-to-client information is accurate.
- Assist with tax return e-file submissions, route e-file status sheet to appropriate project manager; Assist project manager with any e-file rejection notices; Upload scanned e-file forms into document management system.
- Maintain accurate client information in firm practice management & tax software.
- Contact clients to facilitate receipt of outstanding 8879 forms.
- Field client inquiries regarding access to the Client Portal.
- Assist with preparation and mail distribution of client engagement letters and project organizers.
- Scan & upload client emails & source documents to file management system and proper tax software.
- Performs other duties as assigned.