VP of Business Intelligence Operations

Company Description Prestige Financial Services provides comprehensive support to individuals and businesses through professional tax preparation, bookkeeping, and payroll services. The organization focuses on accuracy, compliance, and timely delivery to help clients manage their financial obligations with confidence. Team members contribute to a service-oriented environment that values reliability, confidentiality, and client trust. Joining Prestige Financial Services offers the opportunity to support a diverse client base and grow within the financial services sector.
Role Description The Personal Front Desk role at Prestige Financial Services is a full-time remote position responsible for serving as the first point of contact for clients. Daily tasks include answering phone calls, responding to emails, and directing inquiries to the appropriate team members. The role involves scheduling appointments, maintaining client records, and providing clear information about tax preparation, bookkeeping, and payroll services. The individual in this position will also assist with basic administrative tasks, support virtual office operations, and ensure a professional, courteous experience for every client interaction.
Qualifications
Strong customer service and communication skills to interact effectively with clients and internal teams.
Proficiency in phone etiquette and receptionist duties, including handling calls, messages, and appointment scheduling.
Computer literacy, including familiarity with email, calendar tools, and basic office software.
Ability to work independently in a remote environment with strong organizational and time management skills.
Attention to detail and confidentiality when handling client information; experience in financial or professional services is a plus.

Work arrangement
No