Receptionist

Position Summary

We are seeking a professional, reliable, and service-oriented Receptionist to be the first point of contact for our firm. The successful candidate is a team player known for resourcefulness, discretion, strong organizational skills, and ability to work independently while meeting deadlines. This role is ideal for someone who takes pride in maintaining a professional office environment and enjoys contributing to the smooth day-to-day operations.

Primary Responsibilities 

• Answer, screen, and appropriately forward incoming calls; take accurate and detailed messages
• Maintain a professional, welcoming atmosphere at the reception area
• Greet and attend to visitors
• Schedule, coordinate, and maintain a log of meetings for two conference rooms
• Receive, sort, and distribute incoming mail
• Prepare outgoing mail, including stamping envelopes and mailbox delivery
• Collect, collate, and mail monthly client statements
• Prepare monthly and quarterly mailings using Microsoft Mail Merge
• Conduct basic internet research and print selected reports as requested
• Scan and prepare cheques for deposit
• Monitor and reconcile deposits
• Book and manage courier services and liaise with building management as required
• Order and manage office stationery and supplies
• Work with Microsoft Office and in-house software

Qualifications

• 1–3 years of office or receptionist experience
• Excellent telephone etiquette and professional demeanor
• Professional appearance and strong customer-service orientation
• Fully bilingual in English and French
• Strong computer skills, particularly Microsoft Office
• Fast learner with the ability to adapt to new systems and procedures
• Excellent written and verbal communication skills
• Strong interpersonal skills and ability to work well with colleagues and clients
• Highly organized, with strong attention to detail and ability to multitask
• Ability to take initiative, prioritize workload, and work autonomously
• Solution-oriented with good problem-solving skills

Requirements

• Consent to credit and criminal background checks
• Availability to work fully on-site from our offices
• Working hours 9:00 am to 5:00 pm (1 hour lunch).

This is an exempt position. The annualized base pay range for this role is $45,000.00 CAD.  Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set.  The base pay is just one component of the total compensation package for employees.  Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision & life insurance. Please note that the job title is subject to change based on the selected candidate’s experience and education.

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Résumé du poste

Nous sommes à la recherche d’un(e) réceptionniste professionnel(le), fiable et axé(e) sur le service afin d’agir comme premier point de contact de notre cabinet. La personne retenue sera un(e) joueur(se) d’équipe reconnu(e) pour sa débrouillardise, sa discrétion, ses solides compétences organisationnelles ainsi que sa capacité à travailler de façon autonome tout en respectant les échéances. Ce poste convient parfaitement à une personne fière de maintenir un environnement de bureau professionnel et qui aime contribuer au bon déroulement des opérations quotidiennes.

Responsabilités principales

• Répondre aux appels entrants, les filtrer et les acheminer de façon appropriée; prendre des messages précis et détaillés
• Maintenir une atmosphère professionnelle et accueillante à la réception
• Accueillir les visiteurs et répondre à leurs besoins
• Planifier, coordonner et tenir à jour un registre des réunions pour deux salles de conférence
• Recevoir, trier et distribuer le courrier entrant
• Préparer le courrier sortant, y compris l’affranchissement des enveloppes et le dépôt au courrier
• Recueillir, assembler et envoyer les relevés mensuels aux clients
• Préparer les envois mensuels et trimestriels à l’aide de la fonction Publipostage de Microsoft
• Effectuer des recherches de base sur Internet et imprimer certains rapports sur demande
• Numériser et préparer les chèques pour dépôt
• Assurer le suivi et le rapprochement des dépôts
• Réserver et gérer les services de messagerie/courrier ainsi que collaborer avec la gestion de l’immeuble au besoin
• Commander et gérer les fournitures de bureau et la papeterie
• Travailler avec Microsoft Office et les logiciels internes de l’entreprise

Qualifications

• 1 à 3 ans d’expérience en administration de bureau ou à titre de réceptionniste
• Excellente étiquette téléphonique et attitude professionnelle
• Présentation professionnelle et forte orientation service à la clientèle
• Bilinguisme complet en français et en anglais
• Solides compétences informatiques, particulièrement avec Microsoft Office
• Capacité d’apprentissage rapide et facilité d’adaptation à de nouveaux systèmes et procédures
• Excellentes compétences en communication écrite et verbale
• Excellentes aptitudes interpersonnelles et capacité à bien collaborer avec collègues et clients
• Grande capacité d’organisation, souci du détail et aptitude à gérer plusieurs tâches simultanément
• Capacité à faire preuve d’initiative, à établir les priorités et à travailler de façon autonome
• Approche orientée vers les solutions et bonnes habiletés en résolution de problèmes

Exigences

• Consentement à une vérification de crédit et des antécédents judiciaires
• Disponibilité pour travailler entièrement en présentiel à nos bureaux
• Horaire de travail : de 9 h 00 à 17 h 00 (1 heure de dîner)

Rémunération et avantages

Il s’agit d’un poste exempté. La rémunération annuelle de base pour ce poste est de 45 000,00 $ CA. Le salaire de base réel peut varier en fonction de plusieurs facteurs, notamment l’expérience, l’expertise du domaine, le lieu géographique où le travail sera effectué ainsi que les compétences du candidat.

Le salaire de base ne représente qu’une composante de la rémunération globale offerte aux employés. D’autres avantages peuvent inclure une prime annuelle en argent ainsi qu’un programme complet d’avantages sociaux, incluant notamment l’assurance médicale, dentaire, visuelle, l’assurance vie ainsi qu’un régime d’épargne-retraite 401(k).

Veuillez noter que le titre du poste pourrait être modifié en fonction de l’expérience et de la formation du candidat sélectionné.

Cardinal Point is a Canadian-U.S. wealth management company created to service the sophisticated needs of high net-worth families. Our financial advisors operate under the fiduciary standard and understand that your wealth, family, interests and values are all interconnected. We are dedicated to providing investment management, financial, estate and tax planning solutions to residents of Canada and the U.S., Canadians moving to the U.S., Americans moving to Canada and Canadian and U.S. expats living abroad. Cardinal Point is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services. For more about Cardinal Point, visit: or follow the company on LinkedIn .

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law. 

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact View email address on job-boards.greenhouse.io .

The following language is for US based roles only

For California Applicants:  Information on your California privacy rights can be found

For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.

For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST.  AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. 

For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.  An employer who violates this shall be subject to criminal penalties and civil liability. 

For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.  

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation.  The Company complies fully with the Americans with Disabilities Act.