Receptionist & Client Operations Specialist

Role: Receptionist & Client Operations Specialist

Company: Beta Solutions CPA, LLC

About the Role

Beta Solutions CPA, LLC is seeking a professional, organized, and client-focused individual to join our team in Tysons, Virginia. This is a full-time, on-site role that is more than a traditional receptionist position. You will help coordinate client engagements, support office operations, and provide administrative assistance to both Beta Solutions CPA and its affiliated financial advisory firm, Stoic Investments.

Key Responsibilities

• Welcome clients and manage incoming calls, appointments, and correspondence.
• Coordinate client onboarding, engagement documents, and administrative follow-up.
• Maintain client records and track outstanding documentation.
• Assist with invoicing, payment reminders, and billing inquiries.
• Support daily office operations and administrative activities.
• Manage the front desk, including greeting visitors, answering and routing phone calls, and monitoring general email inboxes to ensure timely responses.

Qualifications

• Strong communication, organizational, and customer service skills.
• Proficiency with Microsoft Office and general office technology.
• Ability to handle confidential information professionally.
• Prior administrative or client-service experience preferred.
• Experience in accounting, financial services, or another professional office is a plus.

Preferred Qualifications

• Two or more years of administrative, receptionist, or client-service experience.
• Experience in an accounting firm, financial services firm, law firm, or similar professional environment.
• Familiarity with client onboarding, appointment scheduling, and document management.
• Experience with customer relationship management (CRM) systems, electronic signatures, or client portals.
• Experience with invoicing, billing inquiries, or accounts receivable follow-up. This role will coordinate with internal accounting to perform this function.

Compensation & Benefits

• Hourly and overtime-eligible.
• Annualized compensation range: $44,000–$50,000 (assumes a 40-hour paid workweek).
• Comprehensive employee benefits package, including employer-supported health insurance, dental and vision coverage options, employee-paid disability insurance, and additional voluntary benefits.
• Office hours: Monday–Friday, 10 AM–6 PM, with scheduling flexibility available.