Receptionist Accounting Coordinator

*Job Summary*

We are seeking a detail-oriented and organized Receptionist/Accounting Coordinator to join our team. The ideal candidate will be responsible for answering the phone, accounts payable/receivable and handling various administrative tasks while providing exceptional customer support.

*Duties*

- Answer phone calls and perform client intake.

- Schedule appointments and manage calendars.

- Handle client inquiries and provide excellent customer service.

- Send and receive invoices and handle other billing matters.

- Provide administrative support such as data entry, proofreading, and document preparation.

- Utilize computer skills to perform various office tasks efficiently.

*Requirements*

- Must be able to work 9am-5pm PST.

- Bachelor's degree.

- Outstanding phone etiquette.

- Minimum 2 years of customer service experience.

- Excellent writing and proofreading skills.

- Attention to detail and organization.

- Minimum 2 years experience in MS Word, File Explorer, Outlook, and Adobe.

- Experience with Clio, Bill.com and Estate Planning is a plus but not required.