INTRODUCTION
We are seeking a skilled receptionist or office administrator with exceptional customer service skills to join our Client Services team in the role of Client Concierge. This role is important as it models the firm’s purpose and values by offering hospitality to potential and existing clients.
As part of the Client Services team, you will be part of the firm’s front-line support serving prospective and existing clients. You will also have opportunities to support our Estate Planning and Estate Settlement teams. Individuals with retail customer service experience are encouraged to apply. In addition to exceptional customer service, individuals who can multi-task, are curious and willing to learn, responsive to requests, and detail-oriented will excel on our team.
Our firm is a boutique estate planning and estate settlement law firm that aims to provide excellent service to both our team members and our clients. We believe that by thoughtfully taking care of our internal team we can better take care of our clients. Many of our team leaders have begun working at our firm in junior and entry level positions, such as this. From a technical standpoint, our work is about how to transfer property and financial resources thoughtfully and properly before and at a person’s death. From an emotional standpoint, our work focuses on helping our clients and community identify and focus on what is important in life.
WHAT DOES A TYPICAL DAY LOOK LIKE?
The Client Concierge role works in-person at our office in Vancouver. Responsibilities include:
Professional communication with clients on the phone and in writing,
Answering questions from prospective clients,
Receptionist duties such as welcoming clients and maintaining conference rooms,
Create and maintain client files, including cataloging communications, creating matters, taking payments, and scheduling client meetings, and
Administrative tasks such as scanning, filing, and managing mail.
HOURS & BENEFITS
Full time in person,
$20 to $25 an hour,
Opportunities for mentorship and advancement,
Professional and personal development opportunities with a dedicated budget,
Insurance includes health (Kaiser), dental, vision, life, and long term-term disability,
Paid time off includes 29 days in the first year (9 days for federal holidays, 10 days for additional firm closures, and 10 floating days), and
Industry leading 401(k) plan with 4% company match.
HOW TO APPLY
If you would like to join our team, please submit a PDF version of your cover letter and a PDF version of your resume to [email protected]. Note we are also hiring for an Estate Planning team member, and so please let us know if you are also interested in that position.