Our team is committed to exceptional client service. This role consists mainly of traditional front desk, client facing support duties including managing the phones, greeting clients, managing incoming and outgoing and supporting Accounts Receivable/Billing Duties The ideal candidate will be someone tech savvy, personable, and have experience in the financial services industry. Excellent benefits. Salary commensurate with experience.
Responsibilities
Client support: Phone calls, emails, and assist with inquiries
Draft emails, save contacts, and other Microsoft Outlook functions
Receptionist and clerical duties such as filing, scanning, and tax return assembly
Assist in the Accounts Receivable procedures including preparing invoices
Creating and maintaining company files
Letter writing
Qualifications
The ideal candidates must have previous office experience.
Strong interpersonal and communication skills (written and verbal)
Highly motivated self-starter
Ability to work independently as well as part of a team, and interact with management and staff at all levels
Exceptional organizational skills and attention to detail
Working knowledge of the Microsoft Office suite
About Us
Success starts here. Hiring outstanding people is essential to providing the best results for our clients. We take responsibility for fostering talent, building knowledge and skill, and ensuring that professional development is happening every day. Our team-service approach maximizes learning opportunities and exposes staff to the wide-range of accounting, auditing, tax, and business advisory services. The Firm’s practice of having a member of the leadership team actively involved in all engagements ensures that staff members work directly with leadership from day one, gaining unsurpassed training, experience, and visibility.
Waldron Rand is the oldest practicing accounting firm in the country. The Firm’s successful continuity is a direct result of our people and our commitment to continual advancement of the industry. Our progressive culture invites creativity and innovation into the practice of public accounting. It is the union of our technical skill and forward thinking that makes Waldron Rand a great place to work. Join Us.
