Pettis Webber Pacific Estate and Asset Planning P.S. Client Concierge Vancouver, WA · Full time

Do you have a passion for helping others and love putting a smile on people’s faces? Then you’re a great fit for the Client Concierge position on our team! You’ll act as the first point of contact for the business, answer and document phone calls, greet and seat clients for appointments, handle mail, and deliveries, and help us with other operational duties to keep everything running smoothly. If you’re looking for a role where you make a difference every day, start your application today.



1. Welcome and greet visitors, clients, and colleagues at the front desk, ensuring a warm and friendly atmosphere

2. Provide clear and accurate directions or information to visitors and clients

3. Escort clients to their designated areas and offer beverages while they wait for their appointments

4. Answer all incoming phone calls and emails promptly and courteously, taking detailed messages and forwarding them to the appropriate individuals

5. Manage incoming mail and packages, ensuring they are distributed promptly and accurately

6. Assist with various administrative tasks, including data entry, copying, and filing, to support the smooth operation of the office

7. Maintain real-time documentation of all procedures performed, ensuring accuracy and completeness of records


1. Professional and well-groomed appearance, adhering to the company's dress code policy

2. Physical ability to lift objects weighing up to 25 pounds from the floor to overhead level

3. Possession of a valid driver's license and adequate driving insurance coverage

4. Preferably, a minimum of one year of experience as a receptionist or administrative assistant, or in a similar role

5. Proficiency in using Microsoft Office and basic computer skills

6. Ability to handle telephone calls calmly and efficiently, even in stressful situations

7. Strong customer service, interpersonal, organizational, and time management skills

8. Detailed resume highlighting relevant work experience

9. Friendly and approachable demeanor, able to remain calm and composed in challenging situations

10. Excellent multitasking abilities, capable of handling multiple tasks simultaneously

11. High school diploma, G.E.D. recipient, or equivalent educational qualification.


$17 - $18 per hour