Customer Service Coordinator

3 days ago


Calgary, Canada Griffith & Associates Financial & Estate Planning Full time

Griffith & Associates is a financial planning firm in Calgary, Alberta. Over the last 17 years, they have grown to be one of Calgary's top firms, specializing in in-depth financial, tax and estate planning. Their dynamic team excels in building strategies for executives and business owners. They currently service over 2000 households and manage over $250M.

Currently, the Griffith & Associates team is growing, and they are looking to hire a Costumer Service Coordinator. The successful applicant will be friendly, outgoing, highly organized, motivated, and will be able to multitask and thrive in a fast-paced environment

The primary duties of the role will be:

- Greeting and welcoming clients in the office
- Calling clients to schedule appointments
- Management of inboxes and calendars
- Answering calls and directing as needed
- Prepare outgoing mail by drafting correspondence, securing parcels etc.
- Monitor office supplies and place orders when necessary
- File management: keep updated records and files, both paper and electronic.
- General administration and support to the team


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