Receptionist/office Administrator

1 week ago

North York, Canada Goldstein Financial Consultants Full time

Goldstein Financial Consultants is an independent Mutual Fund Dealership located in North York. It is a family-owned business that has been in operations for over 50 years.

**The opportunity**

**Responsibilities**
- Answering all calls, greeting guests and clients
- Sorting/Distributing/Tracking Mail and Courier delivery & Track postage
- Receiving and distributing faxes to appropriate staff
- Sending out change of addresses as requested and follow up as needed
- Sending out Care for Kids donation cards
- Maintaining client birthday list and distributing cards
- Maintaining client database with any changes to personal information
- Folding quarterly statements with Newsletters and any other large mailings including during tax season to send out reminder letters
- Track all incoming and outgoing tax files and ensure everything is recorded accurately
- Stocking kitchen supplies and ordering office supplies as needed, provide point of contact for services such as building temp, photocopier etc.
- Filing client files as needed
- Tracking inactive and archived client files
- Assisting with departmental projects as needed
- Providing team support and assistance as needed
- Other ad hoc duties as required

**Please note this position is a 6-month contract with potential for contract to be extended. The position is hybrid and will require 2-3 days in office. The office is conveniently located and accessible by public transportation as well as on-sire parking is available.**

**Requirements**:

- Post secondary education (diploma and/or degree) is preferred
- Minimum 2 years working experience in Receptionist or Administrative role is preferred
- Excellent communication skills both verbal and written
- Outstanding attention to detail and ability to follow procedures
- Excellent organizational skills; ability to multitask and prioritize
- Proficient in Microsoft Office 365 Suite
- Self-motivated to learn, work under pressure, manage priorities and meet deadlines
- Highly adaptable, flexible professional who embraces teamwork, and can work independently
- Experience and knowledge in the financial services industry is an asset

We thank all applicants for their interest; however only those best suited to our current needs and qualifications will be contacted. No agencies please.

**Job Type**: Fixed term contract
Contract length: 6 months

Schedule:

- 8 hour shift
- Monday to Friday

Ability to commute/relocate:

- North York, ON M2N 6L9: reliably commute or plan to relocate before starting work (required)

**Education**:

- Secondary School (preferred)

**Experience**:

- Receptionist or Administrative: 2 years (required)

Work Location: Hybrid remote in North York, ON M2N 6L9

Expected start date: 2024-09-23

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