Receptionist & New Client Coordinator - Golden Apple Agency

Job Description

Job Description

Receptionist & New Client Coordinator - Golden Apple Agency

Full-Time | Monday–Friday | In-Office Position Jacksonville FL

About Us

Golden Apple Agency Inc. is an accounting and tax firm helping business owners gain financial clarity and peace of mind through expert bookkeeping, tax preparation, and business support. We pride ourselves on professionalism, integrity, and excellence — and we’re looking for someone who shares those values to join our team.

Position Overview

We’re looking for a friendly, outgoing, and detail-oriented Receptionist & New Client Coordinator to be the first point of contact for our firm.

In this role, you’ll spend your day connecting with people — answering calls, assisting new leads, scheduling appointments, and making sure every client feels valued from their very first interaction with us.

This position is perfect for someone who’s an extrovert at heart — someone who enjoys starting conversations, building rapport quickly, and bringing positive energy to every exchange. You’ll thrive here if you love talking to people, staying organized, and creating a smooth, welcoming experience for clients.

Key Responsibilities

Client Communication & Reception

Answer incoming phone calls, emails, and text messages with professionalism and warmth

Greet clients and visitors in the office and ensure a positive first impression

Take accurate messages, route calls, and manage voicemail inbox

Lead Management & Scheduling

Call and follow up with new leads promptly (training and scripts provided)

Schedule consultations for the accounting team and confirm appointment details

Maintain accurate records of leads, booked consultations, and follow-ups in our system

Client Onboarding Support

Send welcome emails, engagement letters, and onboarding documents

Help clients understand what to expect and ensure they complete required forms

Keep client files organized and updated in our CRM and shared folders

Office & Administrative Support

Assist with administrative tasks such as mail handling, scanning, and data entry

Support the accounting team with document tracking and client communication

Maintain an organized office environment and uphold company standards

Qualifications

1+ year of experience in a receptionist, administrative, or customer service role (preferred)

Excellent phone and written communication skills

Strong attention to detail and organizational ability

Comfortable using computer systems, CRM software, and email platforms

Positive attitude, reliability, and a genuine desire to help people

Experience in a professional services or accounting office is a plus (not required)

How to Apply

If one is organized, friendly, and enjoys making a great first impression — we’d love to hear from the applicant!

Apply today submit a resume and a cover letter about why one would be a great fit for this role.