Talent.com
Client Services Administrator (Receptionist)
Client Services Administrator (Receptionist)RHN CPA • Kelowna, Regional District of Central Okanagan, CA
Client Services Administrator (Receptionist)

Client Services Administrator (Receptionist)

RHN CPA • Kelowna, Regional District of Central Okanagan, CA
13 days ago
Job type
  • Full-time
Job 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.

    #J-18808-Ljbffr

    Create a job alert for this search

    Service Administrator • Kelowna, Regional District of Central Okanagan, CA

    Similar jobs
    Service Desk Analyst

    Service Desk Analyst

    Westbank First Nation Inc. • Kelowna
    Full-time
    Located within the traditional unceded territory of the syilx people, Westbank First Nation is a progressive and prosperous self-governing First Nation. The Okanagan Valley truly has it all, includi...Show more
    Last updated: 5 days ago • Promoted
    Service Sales Consultant

    Service Sales Consultant

    Kone México • Kelowna
    Full-time
    Service Sales Consultant • • As our Service Sales Consultant, you will proactively build and maintain relationships with our customers as your number one goal!You will bring 2+ years of relevant sale...Show more
    Last updated: 13 days ago • Promoted
    Client Relationship Manager, Commercial Banking Kelowna

    Client Relationship Manager, Commercial Banking Kelowna

    Scotiabank Global Site • Kelowna
    Full-time
    Join a purpose‑driven winning team committed to results in an inclusive and high‑performing culture.The Client Relationship Manager (CRM) plays a key role in delivering the full bank offering and d...Show more
    Last updated: 1 day ago • Promoted
    Chinese Private Tutoring Jobs Armstrong (BC)

    Chinese Private Tutoring Jobs Armstrong (BC)

    Superprof • Armstrong (BC), Canada
    Full-time +1
    Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi...Show more
    Last updated: 30+ days ago • Promoted
    Finance Private Tutoring Jobs Armstrong (BC)

    Finance Private Tutoring Jobs Armstrong (BC)

    Superprof • Armstrong (BC), Canada
    Full-time +1
    Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi...Show more
    Last updated: 30+ days ago • Promoted
    Tax Collator / Team Admin Assistant (Contract)

    Tax Collator / Team Admin Assistant (Contract)

    KPMG • Vernon, British Columbia, Canada
    Full-time
    At KPMG, you'll join a team of diverse and dedicated problem solvers, connected by a common cause : turning insight into opportunity for clients and communities around the world.The Client Administr...Show more
    Last updated: 4 days ago • Promoted
    Office Administrator - Kelowna IJC

    Office Administrator - Kelowna IJC

    BC First Nations Justice Council • Kelowna
    Full-time
    Indigenous Justice Centres Full Time Kelowna, BC $45,000 - $55,000 CAD per year.Empowered by the First Nations Leadership Council and in partnership with the provincial and federal governments, the...Show more
    Last updated: 13 days ago • Promoted
    Service Desk Analyst

    Service Desk Analyst

    Westbank First Nation • Kelowna
    Full-time
    Located within the traditional unceded territory of the syilx people Westbank First Nation is a progressive and prosperous self‑governing First Nation. The Okanagan Valley truly has it all including...Show more
    Last updated: 1 day ago • Promoted
    Service Desk Analyst

    Service Desk Analyst

    Sundial • Kelowna
    Full-time
    Service Desk Analyst page is loaded## Service Desk Analystlocations : Edmonton Corporate Office : Kelowna, BCtime type : Full timeposted on : Posted 2 Days Agojob requisition id : R5738 • •Work ...Show more
    Last updated: 4 hours ago • Promoted • New!
    Sales & Admin Coordinator - Mobility Solutions

    Sales & Admin Coordinator - Mobility Solutions

    CB Canada • Kelowna
    Full-time
    A leading accessibility solutions provider in Kelowna is seeking a Sales Administrator to enhance customer experiences.The ideal candidate will provide exceptional service, manage communications, a...Show more
    Last updated: 1 day ago • Promoted
    Service Manager | 100-130k

    Service Manager | 100-130k

    Fuze HR Solutions Inc. • Kelowna
    Full-time
    We are actively interviewing experienced.Kelowna, BC! Are you ready to take charge of a thriving service department and make a real impact? Join a leading truck dealership in Kelowna where your lea...Show more
    Last updated: 1 day ago • Promoted
    Client Service Associate

    Client Service Associate

    TD Bank • Kelowna
    Full-time
    Nous utilisons des témoins pour fournir et améliorer nos services de sorte à vous offrir une expérience plus personnalisée, et les services de suivi sont désactivés. Pour en savoir plus sur les témo...Show more
    Last updated: 13 days ago • Promoted
    Hybrid Wealth Management Associate : Client Service & Ops

    Hybrid Wealth Management Associate : Client Service & Ops

    Banque Nationale du Canada • Kelowna
    Full-time
    A leading financial institution in Canada is seeking an Associate in Wealth Management.This role involves assisting wealth advisors by providing exceptional customer service and effective communica...Show more
    Last updated: 13 days ago • Promoted
    Private Wealth Client Service Associate – Commission Eligible

    Private Wealth Client Service Associate – Commission Eligible

    TD Bank • Kelowna
    Full-time
    Une institution financière bien connue recherche un(e) Client Service Associate à Kelowna.Dans ce rôle, vous offrirez un soutien administratif à un conseiller en investissements et assurerez un ser...Show more
    Last updated: 13 days ago • Promoted
    Central Dispatcher / Customer Service Kelowna

    Central Dispatcher / Customer Service Kelowna

    Mario's Towing Ltd • Kelowna, BC, Canada
    Full-time
    Mario's Towing is growing and we are looking to add to our towing family in Kelowna!.We're currently looking for a Fulltime Central Dispatcher to join our team. Working directly with custome...Show more
    Last updated: 30+ days ago • Promoted
    Help Desk Administrator and Registration Coordinator, Kelowna, BC

    Help Desk Administrator and Registration Coordinator, Kelowna, BC

    Discovery Community College • Kelowna, BC, Canada
    Full-time
    Surrey Campus for the right individual.Discovery Community College offers a truly close-knit team of people who are passionate about changing lives. As a member of this team, you will.Help Desk Admi...Show more
    Last updated: 26 days ago • Promoted
    Client Services Coordinator - Temporary

    Client Services Coordinator - Temporary

    Optimaliving • Kelowna
    Full-time +1
    Let us welcome you home at White Heather Manor in Kelowna, BC.Optima Living operates Independent Living, Assisted Living, Supportive Living and Memory Living communities in Alberta and British Colu...Show more
    Last updated: 13 days ago • Promoted
    Sales Administrator

    Sales Administrator

    CB Canada • Kelowna
    Full-time
    Our purpose is to make life accessible.Our compassion and knowledge set us apart.With kindness and expertise, we support individuals by delivering the right mobility, accessibility, personal care, ...Show more
    Last updated: 1 day ago • Promoted