We are seeking a Receptionist for our San Antonio office. This high energy individual will convey a positive, professional image of the firm and perform various administrative functions. The receptionist interacts with clients and firm personnel by phone and in person, and ensures that they receive timely, courteous assistance.
Work Activities & Accountabilities
The below functions reflect the general details necessary to describe the essential work activities and accountabilities of this position and are not all inclusive. Other activities may be assigned.
Perform receptionist functions, including answering and transferring calls on a multi-line telephone system, responding to routine inquiries, as well as receiving and directing clients/visitors in a friendly and professional manner
Convey a positive, professional image of the firm
Interact with clients, vendors, and personnel through timely, courteous and professional assistance
Facilitate daily mail collection and delivery, including distribution of packages
Process Accounts Payable
Process remote deposits, client payments, misc. charges, and maintain a balanced petty cash fund
Schedule and confirm appointments/meetings for clients and office personnel; maintain conference room calendars, including any necessary reservations of office equipment and resources
Ensure the reception area and conference rooms are kept neat
Perform other administrative/clerical duties as assigned, including, but not limited to, copying, scanning, and housekeeping in order to maintain an efficient operating office that is presentable and comfortable to visitors
Work as a team player in meeting the needs of the office personnel and in communications with the administrative team
CliftonLarsonAllen LLP (CLA) is a professional services firm delivering integrated wealth advisory, outsourcing and public accounting capabilities to help enhance our clients’ enterprise value and assist them in growing and managing their related personal assets – all the way from startup to succession and beyond. Our professionals are immersed in the industries they serve and have specialized kn...owledge of their operating and regulatory environments. With over 4,400 people, 100 US locations and a global affiliation, we bring a wide array of solutions to help clients in all markets, foreign and domestic. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.
We are deeply invested in the success of our professionals and provide innovative career-building opportunities. At CLA, we aim to positively impact the clients we serve, the people we employ, the profession we represent and the communities we call home.
CLA is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law.