What you will do -
In this role you will book and conduct client consultations daily. You must be able to effectively and efficiently manage your own schedule and execute assigned duties, while juggling various tasks.
You will work with financial/confidential data that will need to be analyzed, organized, etc. Working closely with other members of our team, you must have the ability to communicate effectively with employees as well as clients.
Primary responsibilities will include -
- Client consultations
- Tracking/managing your schedule and clientele
- Listen to client's needs and assess situations accordingly
- Build long lasting relationships with clients
- Data entry and management
Other Duties will include but not limited to -
- Administrative tasks
- Various tasks as directed
Critical Skills/Characteristics -
- Contribute to a positive, efficient work environment between staff and clients
- Proficient with Sage 50/ Office 365
- Professionalism/ personable
- Positive attitude and openness to diversity/growth
- Willingness to learn
- Honesty
- Reliability
- Empathy for clients is important
- Ability to handle sensitive information
- Superior communication skills
- Superior written/verbal/computer literacy
- File Management/organization
- Multitasking
- Critical thinking/problem solving
Experience -
- Customer service and/or admin experience
- Experience managing own clientele
- Experience/knowledge of Canadian tax system is an asset
- Knowledge of medical terminology is an asset
- Experience in any related sales field is an asset
Full time (40 hours per week)
Starting salary: $17-24 (Depending on Experience/credentials)
Start date: To be determined
Please attached cover letter- those without a cover letter may not be contacted.
We thank all applicants for their interest, but only those selected for an interview will be contacted.
Job Types: Full-time, Permanent
Pay: $17.00-$24.00 per hour
Benefits:
- Company events
- Extended health care
Education:
- Secondary School (preferred)
Experience:
- Customer service: 1 year (required)
Work Location: In person
