Description:

Berger Financial Group is seeking a Receptionist to support the Sun City West team from February to April for the 2026 tax season.

Work Schedule:

• 9:00am - 4:00pm

Responsibilities:

• Greet clients and guests making them feel welcomed into our office
• Answer phones and distribute calls to appropriate staff
• Maintain reception area and office to ensure neat and professional appearance
• Sort, open and distribute mail
• Restock reception area and office supplies
• Scan in documents as needed for staff
• Other projects as assigned

Requirements:

• 1+ years of customer experience
• Exceptional customer service skills and professional phone manner
• Proficiency in Word, Excel, PowerPoint, Outlook
• Must be organized, detail-oriented and able to prioritize multiple tasks

Headquartered in Plymouth, MN, BFG has expanded to 8 other locations throughout the U.S. including, 3 more in Minnesota, 2 in Arizona, 1 in Vermont, 1 in Maine and 1 in Illinois. Berger Financial Group remains the premier firm in this industry. Initially founded as a tax practice in 1981, BFG has broadened its services to include:

• Financial & Retirement Planning

• Portfolio Development & Management

• Income Tax Planning & Preparation