· Reception duties managing phone and in person client visits
· Calculations of monthly interest / payments
· Preparation of mortgage commitments for clients with Director’s guidance
· Mortgage and shareholder file management including tracking of Insurance renewals, payments, mortgage renewals and shareholder accounts
· Working directly with clients.
· Good working knowledge of Microsoft Excel and Word
· Good working knowledge of Sage / Simply Accounting including data entry and monthly reconciliation of accounts.
· Working directly with Auditors/Accountants for monthly and year end statements and keeping Shareholders records up to date.
· Assisting shareholders with purchases & redemptions.
· Daily banking as required.
· Working with accountants on source deductions for payroll for Director fees.
· Working directly with legal council on loan advances and payouts.
· Working directly with legal council with regards to all corporate details and shareholder information and share certificates.
· Ordering supplies / cheques.
· Payment of invoices.
· Payroll.
Hours: (may be somewhat flexible): Monday – Thursday or Friday 9:00 am to 3:00 pm with ½ hour for lunch.
Weekends & Statutory holiday’s off
Two weeks paid holidays per year.
Hourly wage depending on experience.
The successful candidate will be looking for a permanent part-time position as this is not a job that will likely develop into full time so applicant should be specifically looking for part time work
Pay: $29.00-$33.00 per hour
Expected hours: 24.0 – 30.0 per week
Benefits
- Casual dress
- In office parking
- Paid time off