OBS Financial - Oakbank

OBS Financial - Oakbank Your Local Wealth Management Professionals Let one of our professionals assist you in keeping your III's on your money
Investments~Insurance~Income Tax

Spent the morning at one of our clients brand new adventures Almond Nail Bar Meadowood in st vitalAbsolutely a wonderful...
05/16/2024

Spent the morning at one of our clients brand new adventures
Almond Nail Bar Meadowood in st vital
Absolutely a wonderful experience and great environment

Even tried their brand new food treatment
Squishy Jelly Pedi

If you need a pedicure/ manicure and want a great experience see Georgina and the staff at 266 Meadowood

Are you flying around at the speed of light, trying to remember a million things before you leave on vacation?Use our ha...
02/02/2024

Are you flying around at the speed of light, trying to remember a million things before you leave on vacation?

Use our handy online insurance portal from the comfort of your own home to ensure that you're covered while away. Easy!

https://obsfinancial.com/travel-insurance/

February 1! You are officially four weeks out from the February 29 RRSP deadline.Don't miss out on the valuable impact t...
02/02/2024

February 1! You are officially four weeks out from the February 29 RRSP deadline.

Don't miss out on the valuable impact that RRSP contributions can have on your taxes.

Contact us to set up an RRSP investment or advise on how they can help you maximize your return. We'd be happy to help!

🌿 Exciting News! 🌿 Oakbank Tax Services has embraced sustainability by swapping Keurig for Delonghi TrueBrew Grinders. 🌎...
01/29/2024

🌿 Exciting News! 🌿 Oakbank Tax Services has embraced sustainability by swapping Keurig for Delonghi TrueBrew Grinders. 🌎 Our shift aims to eliminate nearly 5,000 yearly K-cups in exchange for coffee ground composting. ☕️ Join us on this eco-friendly coffee journey!

If you are going on an out-of-province winter vacation –  and are considering soaring down any kind of hill, slope, moun...
01/27/2024

If you are going on an out-of-province winter vacation – and are considering soaring down any kind of hill, slope, mountain at a fast speed – PLEASE contact us to ensure you have your travel health insurance all in order before you go.

Sincerely,
The OBS insurance team

https://obsfinancial.com/travel-insurance/

Ask us anything about taxes! Just post them in the comments below.We'll do our best to answer them in future posts!     ...
01/26/2024

Ask us anything about taxes! Just post them in the comments below.
We'll do our best to answer them in future posts!

01/22/2024

Employment Opportunity in Oakbank

Starting immediatly
Starting at $17/hour
Job Title: Income Tax Office Assistant / Receptionist
Location: Oakbank, Mb
Job Type: 30 – 40 hours per week , potential for permanent position or hours
Schedule: Days, Evenings (Mon – Thurs) and Sat 10-3 as needed
Compensation: Competitive hourly rate (commensurate with experience)
About Us: Oakbank Tax Services is a well-established income tax office dedicated to providing professional and efficient tax services to our clients. With a commitment to excellence, we pride ourselves on delivering accurate and timely assistance to individuals and businesses during the tax season.
Position Overview: We are currently seeking a dynamic and organized individual to join our team as an Income Tax Office Assistant/Receptionist. This temporary position requires availability during evenings and weekends to accommodate the increased demand for tax services until the end of May. This could become a permanent full time position for the right person.
Responsibilities:
• Greet and assist clients in a friendly and professional manner
• Answer phone calls, schedule appointments, and manage office inquiries
• Provide administrative support to tax professionals and other team members
• Assist with basic tax document organization and data entry
• Ensure the reception area is tidy and welcoming
• Perform other duties as assigned
Qualifications:
• Previous experience in an administrative or customer service role is preferred
• Familiarity with basic tax terminology and procedures is a plus (training will be provided)
• Excellent communication and interpersonal skills
• Strong organizational abilities and attention to detail
• Proficient in basic computer applications (Microsoft Office, email, etc.)
• Ability to work efficiently in a fast-paced environment
Schedule: This is a part-time position requiring availability during the evenings (Monday to Friday) and weekends until the end of April. Flexibility during peak hours is crucial to meet the demands of tax season.
Compensation: We offer a competitive hourly rate, commensurate with experience. Additionally, eligible employees may have the opportunity for performance-based bonuses.

How to Apply: Interested candidates are invited to submit their resume and a cover letter outlining their:
• Availability
• Relevant experience
• And Favorite Hobby (to make sure you read this posting)
To [email protected]. Please include "Income Tax Office Assistant/Receptionist Application" in the subject line. The deadline for applications is Jan 31, 2024.
Oakbank Tax Services is an equal opportunity employer. We encourage individuals from diverse backgrounds to apply.
We appreciate all applications; however, only candidates selected for an interview will be contacted. Thank you for your interest in joining our team!

Pro: A winter vacationCon: Things going... not according to plan on said vacation.Solution: Contact our team at OBS, and...
01/19/2024

Pro: A winter vacation
Con: Things going... not according to plan on said vacation.

Solution: Contact our team at OBS, and we'll make sure your baggage, health, dental, cancellation and any other travel insurance need is taken care of – so you can jet away and relax with true peace of mind.

https://obsfinancial.com/travel-insurance/

Friendly reminder from your local tax experts that the RRSP deadline is February 29, 2024.Missing out on contributing by...
01/17/2024

Friendly reminder from your local tax experts that the RRSP deadline is February 29, 2024.

Missing out on contributing by that deadline means you may miss out on valuable deduction advantages and your tax refund come the spring.

Contact us to set up an RRSP investment, we'd be happy to help!
https://obsfinancial.com/retirement/

What should you be spending your time on when it comes to your business? Do you love bookkeeping and payroll, or does it...
01/13/2024

What should you be spending your time on when it comes to your business? Do you love bookkeeping and payroll, or does it feel like an intimidating task that ends up taking way too much of your time and energy?

Maybe it's more cost-effective to share the responsibility with our experts. They're pros in their field, and think of how much you could do with that time that it frees up for you!

https://obsfinancial.com/bookkeeping

Address

664 Main Street
Oakbank, MB

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 4pm

Telephone

204-444-5678

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