Receptionist

Receptionist

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Located in Provo, UT

Job Title: Receptionist – Loan & Tax Services

position Summary:

The Receptionist serves as the first point of contact for clients at a loan and tax services office. This position is responsible for greeting visitors, answering phone calls, scheduling appointments, maintaining client records, and providing general administrative support to ensure smooth daily operations.

Key Responsibilities:

• Greet clients and visitors in a professional and friendly manner.
• Answer and direct phone calls to appropriate staff.
• Schedule and confirm client appointments for tax preparation, loan consultations, and other services.
• Maintain client information and ensure confidentiality of financial and personal data.
• Receive and organize client documents for tax and loan processing.
• Manage incoming and outgoing mail, emails, and faxes.
• Collect payments and issue receipts when required.
• Assist with data entry and filing of client records.
• Support tax preparers and loan officers with administrative tasks as needed.
• Keep the reception area clean, organized, and welcoming.

Qualifications:

• High school diploma or equivalent (some college preferred).
• Previous experience in an office or customer service role (experience in financial, tax, or loan services a plus).
• Strong communication and interpersonal skills.
• Proficient in Microsoft Office (Word, Excel, Outlook) and basic office equipment.
• Ability to handle confidential information responsibly.
• Excellent organizational skills and attention to detail.

Work Environment:

• Office setting with frequent client interaction.
• May require extended hours during tax season or peak loan periods.

#3420UT

Express Office: Provo

663 N 1890 W

Provo, UT 84601

Email us

Apply Now

Receptionist

Share

Top Job

Located in Provo, UT

Job Title: Receptionist – Loan & Tax Services

Position Summary:

The Receptionist serves as the first point of contact for clients at a loan and tax services office. This position is responsible for greeting visitors, answering phone calls, scheduling appointments, maintaining client records, and providing general administrative support to ensure smooth daily operations.

Key Responsibilities:

• Greet clients and visitors in a professional and friendly manner.
• Answer and direct phone calls to appropriate staff.
• Schedule and confirm client appointments for tax preparation, loan consultations, and other services.
• Maintain client information and ensure confidentiality of financial and personal data.
• Receive and organize client documents for tax and loan processing.
• Manage incoming and outgoing mail, emails, and faxes.
• Collect payments and issue receipts when required.
• Assist with data entry and filing of client records.
• Support tax preparers and loan officers with administrative tasks as needed.
• Keep the reception area clean, organized, and welcoming.

Qualifications:

• High school diploma or equivalent (some college preferred).
• Previous experience in an office or customer service role (experience in financial, tax, or loan services a plus).
• Strong communication and interpersonal skills.
• Proficient in Microsoft Office (Word, Excel, Outlook) and basic office equipment.
• Ability to handle confidential information responsibly.
• Excellent organizational skills and attention to detail.

Work Environment:

• Office setting with frequent client interaction.
• May require extended hours during tax season or peak loan periods.

#3420UT

Express Office: Provo

663 N 1890 W

Provo, UT 84601

Email us

Apply Now

Share

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