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

We are looking for a Receptionist/Office Administrator to join and support our office. The Receptionist/Office Administrator will report to the Office/Operations Manager and will be responsible in ensuring all guests are welcomed as well as maintaining the front area, kitchen and supply room. The successful candidate will also be responsible for answering and screening all telephone calls and faxes, scanning documents, sorting mail, tracking postage and stuff/mail quarterly statements all in an efficient and time sensitive manner.

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.

We are equal opportunity employer and welcomes applications from all interested parties. We are pleased to accommodate individual needs of job applicants throughout the recruitment and selection process in accordance with the Ontario Human Rights Code and the Accessibility of Ontarians with Disabilities Act, 2005 (AODA). If you require accommodation at any time throughout the recruitment process, please speak with the Hiring Manager.

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

Goldstein Financial Consultants

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Receptionist/Office Administrator (contract)