Front Office Coordinator

FRONT OFFICE COORDINATOR  

Location: Colorado Springs, CO. This position is in-office and not remote eligible.  

Pay Range: $20.00 - $23.00 hourly.  

What We're Looking For: 

• High school diploma with 2 years minimum previous experience in a front desk/reception professional setting.  

• Intermediate skills in both MS Office Suite and Adobe Pro software.  

• Ability to operate general office equipment and digital phone systems.   

• Previous experience with scheduling software, accounting systems, databases, and document management systems preferred.  

What You'll Be Doing:  

As a Front Office Coordinator you will create a positive client impression and ensure clients feel valued when visiting or contacting the firm. Serves as a console/switchboard operator and receives incoming calls as well as walk-ins from customers and other visitors. Checks appointments, offers information and directs calls to the desired person. May perform routine clerical functions.  

Essential Duties: 

• Greet clients and visitors and provide a welcoming, professional, and positive first impression.  

• Client service - address inquiries and resolve issues in a professional and courteous manner.  Handle customer complaints or concerns and escalate them when necessary. 

• Operate standard office equipment, coordinate catering, schedule appointments. 

• Provide general information about SKRCO and services, document preparation as needed, maintain and update contact lists, directories, etc.    

• Security awareness - notify appropriate personnel of any security concerns or suspicious activity.  

• Using digital phone application, field firm incoming calls, voicemail, and faxes and route appropriately. 

• Receive, sort, post, and distribute mail and FedEx deliveries daily as needed. 

• Assist with client tax document pick-up and signing process.  

• Unlock elevator in the morning and secure/lock in the evening.  

• Maintain lobby and main conference room in guest-ready status. 

• Maintains confidentiality pertaining to clients and families. 

• Assist with the assembly of paper copies of tax returns and preparation of associated payment vouchers; ensure label and return-to-client information is accurate.  

• Assist with tax return e-file submissions, route e-file status sheet to appropriate project manager; Assist project manager with any e-file rejection notices; Upload scanned e-file forms into document management system.  

• Maintain accurate client information in firm practice management & tax software.  

• Contact clients to facilitate receipt of outstanding 8879 forms.  

• Field client inquiries regarding access to the Client Portal.  

• Assist with preparation and mail distribution of client engagement letters and project organizers.  

• Scan & upload client emails & source documents to file management system and proper tax software.  

• Performs other duties as assigned.