External job lead

An employer partner that works with PTP is looking to fill a receptionist/office administrator role by the end of February to early March.

Job Title
Receptionist/Office Administrator
Pay
$21 per hour
Location
Pickering
Type
Full-time
Hours
35 hours per week; more during tax season

The opening

PTP is working directly with our employer partner, a tax and finance firm in Pickering, to fill this role. If you have strong client service and administration skills, you may be a good fit.

Key Responsibilities

  • Participate in the daily team huddle to review priorities and workflow.
  • Retrieve and distribute voice messages to ensure timely client follow up.
  • Maintain accurate Karbon time entries for all client-related activities.
  • Complete daily tracking of inbound and outbound calls, noting required actions and outcomes.
  • Support the team with printing, scanning, and organizing documents as needed.
  • Manage filing responsibilities, including maintaining hard copy files and properly storing physical receipts.

Client Communication & Front Desk Support

  • Manage all incoming phone calls and route them to the appropriate team members.
  • Schedule client appointments and maintain an organized calendar.
  • Handle email correspondence based on client needs and requests.
  • Provide a daily summary of phone messages to the team.

Client Onboarding & Document Management

  • Coordinate onboarding for new clients, ensuring all required information is collected and processed.
  • Prepare and distribute monthly year end letters.
  • Prepare and send regular and courier mail as needed.
  • Provide clients with copies of T1s, Notices of Assessment, financial statements, and other documents upon request.
  • Submit client documents to CRA online and track submissions.
  • Review CRA correspondence, gather supporting documentation, and submit responses for various clients.
  • Process and administer payroll accurately and on schedule
  • Prepare and send Engagement letters for signature and dating

Administrative & Operational Support

  • Update cumulative monthly hours reports for internal tracking.
  • Support billing processes, including reformatting reports, reviewing with management, and issuing invoices.
  • Order office supplies and maintain inventory.
  • Coordinate water delivery for the team.
  • Manage office upkeep tasks such as putting out garbage.
  • Manage walk in clients, including receiving document drop offs and processing service payments.

Good to know

PTP is a non-profit and is funded in part by the Government of Canada and the Government of Ontario. When you take part in our employment services, we will ask you to register with our program and to provide your Social Insurance Number (SIN).

Apply

Katherine, one of PTP’s Job Developers, is working directly with the employer to find job-ready candidates for this role. If you are a good fit, please contact her directly at:

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