Administrative Assistant

2 weeks ago


Oakville, Canada Life Simpli Full time

Someone who is detail-oriented, organized, friendly, personable & enjoys interacting with clients and staff, patient and pragmatic in difficult client/staff situations, can think outside the box, technology-savvy (required) or eager to learn, with the ability to maintain tact and confidentiality. Flexible in terms of working hours (overtime is instituted during tax season of March-April each year) and taking on ad hoc tasks outside of scope. Accounting background is not necessary as training will be provided, however eager to learn and good at following procedure/direction is important. Enjoys and able to multi-task at high speeds if required. Required proficiency of MS Office®: Outlook, Teams, Excel, Word, File Explorer; Adobe Acrobat®. Preferred competency of any of the following softwares: TPS®, Doc-it®, Hellosign®, QuickBooks®, Taxprep®, CCHiFirm®, CaseWare®. Access to a car or public transit required.

**Description of the role**:

- Greeting clients
- Coordinating client visits
- Scheduling and managing work calendars for internal and external meetings
- Processing client payments
- Collections: following up on outstanding payments and signatures
- Canada Post, Purolator & Courier: receiving and sending mail
- Faxing, e-faxing
- Management of client paperwork: intake, scanning and returns
- Housekeeping: monitoring & ordering supplies, managing general building/office maintenance, processing company/office invoice payments
- Organizing staff social events
- Co-maintenance of internal client database
- Co-management of client documentation including record-keeping, scanning, file/folder naming, re-ordering
- Tending to ad hoc staff & management requests
- Troubleshooting IT issues

**Job Types**: Full-time, Permanent

**Salary**: $45,000.00-$48,000.00 per year

COVID-19 considerations:
To keep our staff as safe as possible, we regulate client visits and installed plexiglass in the office between desks as an additional safety measure. Masks are mandated in public areas and some of our staff is working remotely on a rotational basis.

Work Location: One location



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