Bilingual Spanish and English Receptionist

This is a remote position.

Key Responsibilities

• Communicate professionally with Spanish-speaking and English-speaking clients to gather information and answer questions.
  
• Adapt to existing client workflows and integrate with established business processes.
  
• Maintain and improve our database and CRM workflow management systems.
  
• Manage phone calls, emails, and messages in a timely and professional manner.
  
• Monitor pending client requests and provide timely follow-up to ensure their completion.
  
• Potential role expansion into additional administrative tasks.
  

Schedule & Availability

• Full-time (40 hours per week)
  
• Hours of operation: Mon–Fri 8:00 AM – 7:00 PM, Sat 8:00 AM – 3:00 PM EST, Toronto
  
• Needs to have full availability during operation hours; schedule will change based on client needs
  
• May require different hours during personal and corporate tax season, from January to July
  
• Potential overtime during quarterly and annual reporting periods
  

• Advanced Microsoft Word and Excel; proficiency with Microsoft Office Suite
  
• Proficiency with Microsoft Teams and email management
  
• Experience with QuickBooks Online is a plus, but not a requirement
  
• Experience with TaxDome is a plus, but not a requirement
  
• Experience using WhatsApp for Business for professional client communication
  
• 2+ years of bilingual reception experience
  
• Experience in the financial or accounting sector preferred
  
• Strong attention to detail with ability to identify and resolve discrepancies quickly
  
• Time management skills to prioritize tasks during peak reporting periods
  
• Discretion and professionalism in handling confidential financial information
  
• Strong problem-solving skills and adaptability when client situations change
  
• Excellent written communication skills in both Spanish and English, with impeccable grammar and spelling
  
• Clear, professional verbal communication in both languages
  
• Strong organizational skills, including efficient calendar and email management
  
• Active listening skills and a courteous, client-focused approach
  
• Must be willing to undergo a background check as part of the hiring process
  

Independent Contractor Perks

• HMO Coverage for eligible locations
  
• Permanent work from home
  
• Immediate hiring