Bilingual Receptionist

Key Responsibilities
- Communicate professionally with Spanish-speaking and English-speaking clients to gather information and answer questions.
- Adapt to existing client workflows and integrate with established business processes.
- Maintain and improve our database and CRM workflow management systems.
- Monitor pending client requests and provide timely follow-up to ensure their completion.
- Potential role expansion into additional administrative tasks.

Schedule & Availability
- Full-time (42-44 hours per week)
- Hours of operation: Mon-Fri 8:00 AM - 7:00 PM, Sat 8:00 AM - 5:00 PM. This is the required availability, not the schedule for every week.
- Needs to have full availability during operation hours; schedule will change based on client needs.
- Potential overtime during quarterly and annual reporting periods

**Qualifications**:

- Advanced Microsoft Word and Excel; proficiency with Microsoft Office Suite
- Experience with QuickBooks Online is a plus, but not a requirement
- Experience with TaxDome is a plus, but not a requirement
- 2+ years of bilingual reception experience
- Experience in the financial or accounting sector preferred
- Strong attention to detail with ability to identify and resolve discrepancies quickly
- Time management skills to prioritize tasks during peak reporting periods
- Discretion and professionalism in handling confidential financial information
- Strong problem-solving skills and adaptability when client situations change
- Excellent written communication skills in both Spanish and English, with impeccable grammar and spelling

**Language**:

- english (required)