Data Entry Specialist/Receptionist Job at Olympus Financial, Rancho Cucamonga, CA

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  • Olympus Financial
  • Rancho Cucamonga, CA

Job Description

Job Description

Job Description

Data Entry/Receptionist/Appointment Scheduler - Full Time

Responsibilities:

  • Handle large volume, multi-line phone calls to include answering questions, note-taking, and taking messages.
  • Prioritize making outgoing calls to include appointment reminders, rescheduling, etc.
  • Provide accurate information in-person and via phone/email
  • Maintain call records using a Customer Retention Manager program.
  • Under the supervision of the Office Manager(s) you will be responsible to schedule meetings for multiple executives and update/maintain multiple calendars.
  • Must be able to handle confidential information with the highest degree of privacy
  • May perform other duties.

 

Qualifications:

  • 3+ years experience working with multi-line phones and scheduling appointments in a fast pace environment.
  • Requires proper phone etiquette and customer service skills.
  • Ability to prioritize and multitask
  • Strong organizational skills, detail-oriented, able to work with a sense of urgency and accuracy.
  • Ability to effectively communicate via phone and email.
  • Eager and willing to learn

Pay varies based on experience and other factors

Company Description

Olympus Financial is a fast paced full service tax preparation and financial services office. We handle everything from individual income tax returns, payroll, sales and use tax, and complex corporation taxes. Additional services include bookkeeping, financial accounting, tax planning, retirement planning along with working with various federal, state and local government agencies and taxing authorities as required.

Company Description

Olympus Financial is a fast paced full service tax preparation and financial services office. We handle everything from individual income tax returns, payroll, sales and use tax, and complex corporation taxes. Additional services include bookkeeping, financial accounting, tax planning, retirement planning along with working with various federal, state and local government agencies and taxing authorities as required.

Job Tags

Full time, Work at office, Local area

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