Front Desk Receptionist
Nissi Tax Pro
Temecula, CA
01.2025 - 04.2025
- Maintained an organized reception area, and ensured that all guests were attended to promptly and warmly.
- Handled sensitive information such as social security numbers and bank information in a confidential manner.
- Responded to customer inquiries via phone, email, and in person quickly, and in a professional manner.
- Processed payments from customers using a variety of payment methods
- I answered incoming calls, redirected callers to the appropriate personnel, and took messages as needed.
- Assisted with scheduling appointments for clients.
- Provided administrative support such as filing documents, photocopying, scanning materials and preparing clienteles' information for the tax preparation process.
- Handled cash transactions accurately, balancing the register at the end of each shift, and reconciled daily financial transactions against cash receipts at the end of each day's business activity.
- Updated customer information in databases regularly to ensure accuracy of records.