Client Service Associate - North Vancouver, Canada - Alpen Investment Advisors Ltd.
3 weeks ago
Description
Reception includes:
This is the 1st face clients and delivery folks see when entering the office, and usually the 1st to pick up the phone.
Greeting clients and offering a beverage is the main task for welcoming clients, and then the financial advisor will bring the client into the meeting room.
Taking messages, transferring phone calls, distributing faxes and mail as they arrive, arranging courier pick-ups as needed, dropping off mail in mailbox within 1 block of office daily.
As we're a relatively small office, we don't have folks coming in more than a few times per day, so the "reception" aspect is not extremely busy.
Operations would include:
Ordering/arranging office supplies as needed.
Filing office invoices (once we've paid them) for future reference in case we need them, making notes in our CRM system as needed, occasional trip to the post office for rolls of stamps, grocery store for dairy for the coffee, hand washing coffee mugs following a client meeting, bringing cardboard recycling into parkade recycling room as needed (weekly-ish).
Job Types:
Part-time, Permanent
Salary:
From $25.00 per hour
Benefits:
- Casual dress
- Flexible schedule
- Onsite parking
Schedule:
- 8 hour shift
- Monday to Friday
- No weekends
Supplemental pay types:
- Bonus pay
Work Location:
One location
