Client Concierge

5 days ago


Burnaby BC VJ M, Canada Rocket CPA Full time $48,000 - $60,000 per year

Rocket Accounting – Burnaby, BC $50,000–$60,000 a year (based on experience) Full-Time | In-Office for First 90 Days | Anticipated Start Date: December 1st

Rocket Accounting is growing, and we're looking for a friendly, organized Client Concierge & Office Manager to join our team. This is a great role for someone who loves helping people, keeping things running smoothly, and staying on top of details.

If you enjoy communicating with clients, organizing workflows, and being the person everyone can count on — this could be the perfect fit.

What You'll Do Client Support

  • Be the first point of contact for clients
  • Answer emails and phone calls professionally
  • Provide helpful information and direct questions to the right team member
  • Follow up with clients for missing documents
  • Make sure clients feel supported and taken care of

Office & Workflow Coordination

  • Track deadlines and tasks in Financial Cents
  • Flag overdue items and follow up with the team
  • Keep our office and systems organized
  • Prepare simple weekly updates on workflow and deadlines

Client Onboarding

  • Welcome new clients and guide them through the setup process
  • Create Drive folders, send welcome emails, and help collect documents
  • Schedule calls and ensure everything is set up properly

Nice-to-Have Skills

  • Comfortable pressing "record" for short videos
  • Basic editing skills (cutting clips, adding text using CapCut)
  • Ability to upload posts to Google Business Profile or social media

What We're Looking For: Must-Haves

  • 2+ years of admin or office experience
  • Strong communication skills (clear, friendly, professional)
  • Very organized with great attention to detail
  • Comfortable learning new apps and tools (Google Workspace, Drive, etc.)
  • Reliable and good at following processes
  • Able to work in-office in Burnaby for the first 90 days

Nice to Haves

  • Experience in an accounting, bookkeeping, or legal office
  • Comfortable working with deadlines
  • Familiar with Xero or Financial Cents
  • Basic content or video posting experience

Work Schedule

  • Full-time (40 hours per week)
  • In-office for first 90 days (training + probation)
  • Hybrid schedule available after probation
  • Includes 30 minutes/day paid personal time
  • Ideal Start Date: December 1st (flexible if needed)

What Success Looks Like

  • Quick, friendly responses to clients
  • Inbox kept under 5 unread emails
  • Weekly workflow update sent every Monday
  • High accuracy on admin and onboarding tasks
  • Deadlines tracked and communicated
  • Strong follow-through and ownership

Why You'll Enjoy Working Here

  • Supportive team and positive work environment
  • You'll work directly with the founder
  • You'll have real impact on clients and operations
  • Modern, organized, tech-friendly accounting firm
  • You won't be "just an admin" — you're a key part of the team

How to Apply

Please include the following:

  • Your Resume
  • Short written responses:
  • Tell us about a time you took ownership of a problem.
  • What does great client service mean to you?
  • How do you stay organized with multiple deadlines?
  • (Optional) Do you have any experience with simple video editing or posting content?
  • Optional: A short 1-minute video introducing yourself

Email your application to: (Subject line: "Client Concierge & Office Manager Application")

We will contact selected applicants for a short screening call.

Job Type: Full-time

Pay: $48,000.00-$60,000.00 per year

Benefits:

  • Company events
  • On-site parking
  • Profit sharing
  • Wellness program

Work Location: Hybrid remote in Burnaby, BC V5J 3M6


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