Receptionist

Position SummaryWe 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 ResponsibilitiesAnswer, screen, and appropriately forward incoming calls; take accurate and detailed messagesMaintain a professional, welcoming atmosphere at the reception areaGreet and attend to visitorsSchedule, coordinate, and maintain a log of meetings for two conference roomsReceive, sort, and distribute incoming mailPrepare outgoing mail, including stamping envelopes and mailbox deliveryCollect, collate, and mail monthly client statementsPrepare monthly and quarterly mailings using Microsoft Mail MergeConduct basic internet research and print selected reports as requestedScan and prepare cheques for depositMonitor and reconcile depositsBook and manage courier services and liaise with building management as requiredOrder and manage office stationery and suppliesWork with Microsoft Office and in-house softwareQualifications1–3 years of office or receptionist experienceExcellent telephone etiquette and professional demeanorProfessional appearance and strong customer-service orientationFully bilingual in English and FrenchStrong computer skills, particularly Microsoft OfficeFast learner with the ability to adapt to new systems and proceduresExcellent written and verbal communication skillsStrong interpersonal skills and ability to work well with colleagues and clientsHighly organized, with strong attention to detail and ability to multitaskAbility to take initiative, prioritize workload, and work autonomouslySolution-oriented with good problem-solving skillsRequirementsConsent to credit and criminal background checksAvailability to work fully on-site from our officesWorking 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.]:pointer-events-auto scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]" data-turn-id="request-WEB:73251f51-058c-460c-bbe4-ad1433eb7c64-0" data-testid="conversation-turn-2" data-scroll-anchor="true" data-turn="assistant">Résumé du posteNous 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 principalesRépondre aux appels entrants, les filtrer et les acheminer de façon appropriée; prendre des messages précis et détaillésMaintenir une atmosphère professionnelle et accueillante à la réceptionAccueillir les visiteurs et répondre à leurs besoinsPlanifier, coordonner et tenir à jour un registre des réunions pour deux salles de conférenceRecevoir, trier et distribuer le courrier entrantPréparer le courrier sortant, y compris l’affranchissement des enveloppes et le dépôt au courrierRecueillir, assembler et envoyer les relevés mensuels aux clientsPréparer les envois mensuels et trimestriels à l’aide de la fonction Publipostage de MicrosoftEffectuer des recherches de base sur Internet et imprimer certains rapports sur demandeNumériser et préparer les chèques pour dépôtAssurer le suivi et le rapprochement des dépôtsRéserver et gérer les services de messagerie/courrier ainsi que collaborer avec la gestion de l’immeuble au besoinCommander et gérer les fournitures de bureau et la papeterieTravailler avec Microsoft Office et les logiciels internes de l’entrepriseQualifications1 à 3 ans d’expérience en administration de bureau ou à titre de réceptionnisteExcellente étiquette téléphonique et attitude professionnellePrésentation professionnelle et forte orientation service à la clientèleBilinguisme complet en français et en anglaisSolides compétences informatiques, particulièrement avec Microsoft OfficeCapacité d’apprentissage rapide et facilité d’adaptation à de nouveaux systèmes et procéduresExcellentes compétences en communication écrite et verbaleExcellentes aptitudes interpersonnelles et capacité à bien collaborer avec collègues et clientsGrande capacité d’organisation, souci du détail et aptitude à gérer plusieurs tâches simultanémentCapacité à faire preuve d’initiative, à établir les priorités et à travailler de façon autonomeApproche orientée vers les solutions et bonnes habiletés en résolution de problèmesExigencesConsentement à une vérification de crédit et des antécédents judiciairesDisponibilité pour travailler entièrement en présentiel à nos bureauxHoraire de travail : de 9 h 00 à 17 h 00 (1 heure de dîner)Rémunération et avantagesIl 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 ca.snapjobsearch.com following language is for US based roles onlyFor California Applicants: Information on your California privacy rights can be found hereFor 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.