Client Services Administrator (Receptionist)

Location: Kelowna BC
Work Arrangement: In-office only (Remote not available)- Full time
Salary Range: $48000$57000 annually

Join Our Team!
RHN CPA is seeking an enthusiastic confident and detail-oriented professional to take on a role that combines client-facing reception duties with meticulous document management and administrative support. If you thrive in an organized environment have an eye for detail and enjoy interacting with clients while ensuring impeccable document standards this position is for you.

Key Responsibilities

Reception & Client Services:

• Greet clients and create a welcoming environment.
• Answer and direct phone calls incoming calls
• Accept and log packages.
• Assist with setting up new clients and coordinating client meetings.
• Support maintenance of staff facilities.

Document Management & Production:

• Review and prepare client documents ensuring accuracy and adherence to formatting standards.
• Produce electronic and hardcopy packages for clients and governmental bodies.
• Archive documents in the electronic document management system.
• Maintain organized filing systems for client files.
• Scan track and finalize documents promptly.
• Ensure accurate and timely transfer of files to internal and external stakeholders.
• Electronically file forms with CRA and other agencies as needed.
• Participate in creating and revising documentation procedures.

Administrative Support:

• Maintain online tracking systems file room and supplies.
• Undertake administrative duties to ensure smooth office operations.

What Were Looking For

• 23 years of prior administrative experience in a professional office setting.
• Exceptional attention to detail spelling and proofreading skills.
• Strong organizational and interpersonal skills.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft Office and adaptability to new software.
• Ability to work independently and as part of a team.
• Post-secondary diploma or degree in a related field (preferred).
• Ability to adhere to established policies and procedures.

Why Join RHN CPA
Youll be part of a collaborative team that values professionalism accuracy and client service excellence. This role offers variety combining client interaction with behind-the-scenes document precision.