Administrative Assistant/Receptionist

About us

We are collaborative, innovative, supportive and our goal is to empower small business owners to grow their wealth and their impact by providing high level business and tax advisory services.

Our work environment includes:

• Food provided
• Growth opportunities
• Relaxed atmosphere
• Safe work environment
• Safe work environment
• On-the-job training
• Growth opportunities
• Relaxed atmosphere

RESPONSIBILITIES:
- Greet and welcome visitors in a professional and friendly manner
- Assist with detailed internal projects for client service innovation and streamlining operations
- Sort and scan documents during tax season and facilitate internal client workflow
- Perform customer service duties including secure online file delivery and answering questions
- Manage and maintain office supplies inventory
- Coordinate and schedule appointments and meetings
- Communicate with and request/obtain data from clients based on managements needs
- Assist with billing/accounts receivable tasks using computerized invoicing systems like Stripe
- Assist with managing phone systems and routing calls appropriately
- Provide administrative support to accounting and operations departments
- General team care and support
- Answer and direct phone calls, take messages, and provide information to callers
- Perform general clerical duties, including but not limited to scanning, faxing, and mailing
- Manage main office email inbox, and route communication to correct places
- Improve upon and streamline administration duties for efficiency, innovation, and excellent client experience

SKILLS:
- Proficient in computer applications such as Microsoft Office Suite, Google Drive, Gmail, Google Docs, Slack, etc. Experience with a CRM, Quickbooks Online, Social Media, or Design software such as Canva is a bonus.
- Experience with computerized systems and operating technology such as printers and digital label makers, etc.
- Strong communication and written communication skills
- High emotional intelligence
- The ability to learn rapidly and enjoy a challenge
- Strives for excellence while having the ability to be pragmatic
- Must have the ability to be a team player and put ego aside
- Strong typing skills with accuracy and speed
- Good organizational skills and attention to detail
- Ability to handle multiple tasks and prioritize effectively
- Strong customer service skills for providing support to clients
- Proofreading skills to ensure accuracy of documents or communications
- Skills in managing detailed projects and timelines and helping the team drive a deadline
- Takes pride in completing tasks and helping people
- Is interested in supporting something outside themself
- Places a high value on integrity and trust

Note: Previous experience in finance, a start up, or a service-based field is a plus. Interest in upward mobility within our company or basic design or marketing experience is a plus.

This is a great opportunity for someone who is organized, detail-oriented, and finds satisfaction in being a team player and caring for others. If you have the required skills and are looking for a dynamic role in a professional environment that is innovating quickly, we would love to hear from you.

Please submit your application with your resume attached.

Job Type: Full-time

Pay: $16.00 - $20.00 per hour

Expected hours: 40 per week

Benefits:

• Paid time off

Schedule:

• Monday to Friday

Application Question(s):

• What excites you about the possibility of this job?
• Imagine yourself two years from now. What do you hope to learn from this job?
• Tell us about a time you had to adapt to a significant change at work.
• Give an example of a situation where you had to meet a tight deadline. How did you manage it?
• How do you contribute to creating a positive and inclusive team culture?
• In your opinion, what makes a successful collaboration?
• What are your favorite administrative tools and time management methods?
• What are your top five values in life? Rank them in order of priority.

Experience:

• receptionist or admin: 3 years (Required)

Ability to Commute:

• Fort Worth, TX 76107 (Required)

Work Location: In person