Job Description

This is a remote position.

About the Role

We are seeking a professional, detail-oriented Bilingual Receptionist with advanced English and professional Spanish communication skills to join our remote team. This role involves direct interaction with clients in both languages, supporting our operations, and ensuring the smooth flow of administrative and client-related processes. You will be responsible for managing calls, emails, and client communications, as well as maintaining and improving our database and CRM workflow management systems.

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

Requirements

• 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

I ndependent Contractor Perks

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

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