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1. Welcoming clients and directing them to the relevant office/personnel.
2. Manage incoming phone calls, messages etc.
3. Book appointments for clients
4. Maintain and update client database
5. Establish work priorities, delegate work to office support staff, and ensure deadlines are met and procedures are followed
6. File documents for clients, submit letter, document or payment to CRA for clients
7. Help clients to submit different kinds of benefit applications, such as EI benefit, child benefit, and low-income family benefits, etc.
8. Prepare correspondence for the business or individual client including letters and reports
9. Purchasing office supplies, equipment, and furniture.
10. General office tasks as required by the owner