Now Hiring: Receptionist

We are looking for a full-time tax CPA who would like to deepen their knowledge into wealth management.

During tax season you will help prepare client’s tax returns. The other months we could use your help servicing our clients on the wealth management side. At some point, we would want you to become securities licensed, to better serve our existing clients.

Compensation will be based on experience. The ideal candidate will receive a salary + bonus + benefits (401k, health & dental insurance, life insurance, legal assistance, Etc.). Additionally, we have firm-wide goals, and we are planning a trip to Thailand this year. If you are interested apply for this position, click apply now. 

We look forward to having you join our team!

Job Description

We are looking for a committed full-time Receptionist to manage our front desk.  This includes providing a variety of administrative and clerical tasks, as well as welcoming clients. 

As the first person our clients see, we are looking to add a pleasant and outgoing team member to our office.  To apply, please scroll down and click on the “Apply Now” button.

Compensation

Hourly, bonus potential, 401k, health insurance, life insurance, PTO, holidays, etc.

Responsibilities:

  • Welcoming and greeting clients
  • Answering and screening phone calls, directing calls to the appropriate person
  • Maintain a tidy reception area (including making sure the fridge is stocked, mints are out, etc.)
  • Send and Receive Mail
  • Manage calendars for the team
  • Clerical duties such as scanning, copying and faxing

Requirements and Skills:

  • Professional attitude and appearance
  • Great customer service
  • Solid written and verbal communication skills
  • Be able to take initiative and be proactive
  • Experience with Gmail, Adobe, Excel and PowerPoint
  • Ability to problem solve and multitask
  • Reliable
  • Attention to detail

Mission Statement

To Build Wealth.

Vision Statement

To Build Character.

Core Values

Be Kind. Be Competent.

Applying For Receptionist Position

ENTER YOUR DETAILS

Thank you for your interest in our service project! We will reach out and invite you when we're approaching Memorial Day 2021.

Play Video

Financial

Wealth Advisors help grow your assets through wise investments
  • 401(k) Rollovers
  • Retirement Accounts
  • Stocks/Bonds
  • Custom Investment Portfolios
  • Life Insurance & Annuities
  • Long Term Care Insurance
  • Disability Insurance
*Advisory services are offered by Wealth Management CPAs, LLC an SEC Investment Advisor.

Our Services

Tax

Certified Public Accounts help ensure maximum tax savings
  • Tax Preparation
  • Tax Strategy
  • Gifting Strategies
  • Qualified Charitable Distributions
  • Estate Tax Mitigation
  • Roth IRA Conversions
*Tax Services offered through Wealth Management Tax Solutions, LLC, an affiliated company of Wealth Management CPAs.

Estate

Estate Attorneys help protect your assets throughout your life and beyond
  • Wills
  • Trusts
  • Power of Attorney
  • Advance Directive
  • Funeral Planning
  • Business Succession-Planning
*Disclosures

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus

Call Now Button