Personal Assistant

2 weeks ago


Oakville, Canada S&A Partners Professional Corporation Full time

Someone who is detail-oriented, organized, friendly, personable and enjoys interacting with clients and staff, patient and pragmatic in difficult client situations, can think outside the box, technology-savvy (required) or eager to learn, with the ability to maintain tact and confidentiality. Someone who is also flexible taking on ad hoc tasks outside of scope and on occasion flexible in terms of working hours. Financing background is not necessary as training will be provided, however being eager to learn and good at following procedure/direction is important. Someone who enjoys and is 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 software: Doc-it®, Dropbox Sign®, QuickBooks®, Taxprep®, CCHiFirm®, CaseWare®. Access to a car or public transit is 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
- Maintenance of internal client database
- Management of client documentation including record-keeping, scanning, file/folder naming, re-ordering
- Tending to ad hoc partner requests
- Troubleshooting IT issues as necessary

Work Remotely
- No

**Benefits**:

- Company events
- Dental care
- Disability insurance
- Extended health care
- On-site parking
- Paid time off
- Vision care

Schedule:

- 8 hour shift
- Monday to Friday

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

Application question(s):

- Why are you interested in this position?

**Education**:

- DCS / DEC (preferred)

**Experience**:

- administrative assistant: 1 year (required)

**Language**:

- English (required)

Licence/Certification:

- Driver's Licence (preferred)

Work Location: In person



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