Receptionist

Reposted 6 Days Ago
Be an Early Applicant
Naples, FL, USA
In-Office
Entry level
Fintech • Financial Services
The Role
The Administrative Assistant manages office tasks like customer service, billing, document preparation, scheduling meetings, and maintaining records while supporting accounting functions.
Summary Generated by Built In

Receptionist

HBK is growing, now a Top 50 accounting firm according to Accounting Today magazine and a Top 100 registered investment advisory according to Financial Advisor Magazine. Our hundreds of collaborating professionals have created and foster thousands of close, caring, supportive client relationships. 

Growth requires talent, so we continue to seek capable, dedicated professionals in all aspects of financial services. Our recruits choose their career paths. We want you to excel in your career as part of a dynamic team, and we provide the support and the resources to help you succeed. The breadth and depth of experience we offer you is unique in the marketplace. 

We are entrepreneurs working with entrepreneurs, owners working with people who are owners of small and mid-size businesses, the heartbeat of our country. We are more consultants than number crunchers, an influence in our communities as well as our clients and their finances. When we go home at night, we know we’ve made something happen for our clients. If you want a career that is all about helping people, you’re the kind of person we’re looking for. Please read on to discover if you could see yourself joining the HBK Family as our newest Receptionist.

Summary:

Our growing CPA firm is looking for an outgoing, enthusiastic Receptionist who enjoys connecting with people and building lasting client relationships. This is a front‑line role and a great fit for someone who takes pride in creating a warm, professional first impression.

What You’ll Do:

  • Greet clients and visitors with a friendly, welcoming attitude
  • Answer and direct phone calls professionally and efficiently
  • Schedule appointments and assist with client flow
  • Receive client documents and distribute as needed
  • Support staff with administrative duties
  • Maintain a polished, organized reception and conference room areas
  • Receive daily mail and distribute as needed
  • Build rapport with clients and help create a positive client experience
  • Order supplies and stock items when needed
  • Other various tasks

What We’re Looking For:

  • Positive, upbeat personality with strong people skills
  • Genuine interest in getting to know clients and building relationships
  • Excellent communication and customer service skills
  • Professional demeanor and appearance
  • Strong organizational skills and attention to detail
  • Prior receptionist or office experience preferred (CPA or professional office a plus)

Why Join Us:

  • Friendly, supportive team environment
  • Stable, professional office setting
  • Opportunity to be a key part of our client experience

BENEFITS WE OFFER:

  • Competitive Compensation
  • Lucrative New Business & Employee Referral Bonuses
  • Anniversary Bonus
  • Paid Time Off
  • 401(k) plan with company match and profit sharing
  • Medical, dental, and vision insurance
  • Company Paid Life Insurance
  • Affordable Short- & Long-Term Disability Insurance
  • Affordable Accidental and Critical Illness Insurance
  • 9 Paid holidays
  • Disability Insurance
  • Tuition Reimbursement
  • Annual Performance Reviews
  • And Much More…

HBK provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.


#HBKCPA

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Skills Required

  • High School Diploma or GED
  • High-end customer service experience
  • Proficient in the Microsoft Office Suite
  • Knowledge of STAR Practice Management and CCH Axcess
  • Willingness to work overtime during tax season
  • Billing/Invoicing experience
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Canfield, OH
496 Employees
Year Founded: 1949

What We Do

Established in 1949, HBK is a multidisciplinary financial services firm offering the collective intelligence of hundreds of professionals committed to delivering exceptional client service across a wide range of tax, accounting, audit, business advisory, valuation, financial planning, wealth management, and support services. HBK serves clients across the U.S., from individuals to small businesses to multi-million-dollar corporations to exempt organizations. The firm is ranked 45th among “Top 100” accounting firms by Accounting Today and has been a consistent “Top 100” firm in the INSIDE Public Accounting magazine poll. Financial Advisor Magazine ranks the wealth advisory, HBKS Wealth Advisors, among the top U.S. registered investment advisories.

Similar Jobs

Alphabe Insight Inc Logo Alphabe Insight Inc

Receptionist

Agency • Marketing Tech • Professional Services • Sales
In-Office
Orlando, FL, USA

Alphabe Insight Inc Logo Alphabe Insight Inc

Receptionist

Agency • Marketing Tech • Professional Services • Sales
In-Office
Hollywood, FL, USA
In-Office
Davenport, FL, USA
5181 Employees
In-Office
Jacksonville, FL, USA
3696 Employees
20-21 Hourly

Similar Companies Hiring

Granted Thumbnail
Mobile • Insurance • Healthtech • Financial Services • Artificial Intelligence
New York, New York
23 Employees
Scotch Thumbnail
Artificial Intelligence • eCommerce • Fintech • Payments • Retail • Software • Analytics
US
35 Employees
Kepler  Thumbnail
Fintech • Software
New York, New York
6 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account