Client Services Administrator (Receptionist) at RHN Chartered Professional Accountants

Kelowna, British Columbia, Canada -

Full Time

Start Date

Immediate

Expiry Date

23 Mar, 26

Salary

57000.0

Posted On

23 Dec, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Attention To Detail, Organizational Skills, Interpersonal Skills, Written Communication, Verbal Communication, Microsoft Office Proficiency, Document Management, Client Interaction, Administrative Support, Proofreading Skills

Industry

Accounting

Description

Location: Kelowna, BC Work Arrangement: In-office only (Remote not available)- Full time Salary Range: $48,000–$57,000 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 We’re Looking For 2–3 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? You’ll 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.

Responsibilities

The role involves greeting clients, managing phone calls, and assisting with document management and administrative tasks. The candidate will ensure accuracy in client documents and maintain organized filing systems.