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