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Remote Receptionist / Front Desk Administrator

My CPA, PA

Remote
Remote 🇬🇧 English

Job description

About the role

We are looking for a reliable Remote Receptionist / Front Desk Administrator to support our accounting team. Working from home, you will be the first point of contact for clients and prospects, ensuring smooth communication and efficient scheduling.

Key responsibilities

  • Screen incoming calls, prioritize them, and follow established procedures to differentiate client calls from prospect inquiries.
  • Record phone messages and emails accurately, routing them to the appropriate team members.
  • Collect detailed information from prospective clients using the firm’s service pipeline questionnaires.
  • Schedule client appointments according to standard procedures.
  • Maintain confidentiality of client information, handling electronic scanning, filing, and document management.
  • Track outgoing mail electronically and investigate any returned items.
  • Perform start‑of‑day duties (checking voicemails, emails, faxes, portal submissions) and end‑of‑day duties (providing status updates on pending tasks).
  • Provide administrative support to multiple accountants and business clients, monitoring deadlines and transaction status.
  • Prepare internal and external documents such as forms, correspondence, and spreadsheets.

Required profile

  • Dependable, hard‑working, organized, detail‑oriented, and self‑motivated.
  • Positive attitude with interest in a long‑term role.
  • Strong communication skills and ability to learn new systems quickly.
  • Ability to anticipate needs, prioritize work, meet deadlines with minimal supervision, and follow procedures.
  • Reliable internet connection and suitable remote work setup.

Required skills

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    Published 2 months ago

    24 views · 0 interested

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