Personal Administrative Assistant

3 weeks ago


Richmond Hill, Canada Megan K. Barnes CPA Professional Corporation Full time

Small accounting practice looking for personal/administrative assistant to owner.

Overtime required in April for personal tax season. Bonus paid based on overtime. Vacation cannot be taken during April.

Currently operating from home in Richmond Hill. Expectation during this time is to work out of owners home 2 days a week and work from home 3 days a week. Will be moving into office in Dufferin/Steeles area in October. Expectation in October is to be in the office Mon - Fri, 9-5pm.

Excellent written and verbal communication in English is essential.

Duties will include:

- Answering client calls and responding to document requests;
- Scheduling personal and client appointments for owner;
- Office supplies orders when needed;
- Arranging couriers, regular drop off's at Canada Post;
- Paying invoices and processing client payments;
- Preparing month end package for bookkeeper;
- Preparing health/dental plan claims every quarter;
- Arranging quarterly shredding;
- Scanning client documents (paperless office) and filing scanned documents to correct locations on digital filing system;
- Preparing and formatting client letters and financial statements;
- Assemble final packages for clients in either paper or PDF format;
- Sending clients documents to be signed through DocuSign and following up to ensure all signatures are received (training on DocuSign to be provided);
- Occassional personal errands for owner;
- Other administrative duties that arise.

Advanced computer experience required. Specifically:

- Microsoft Office (Word, Excel, Outlook);
- Adobe PDF (must have experience creating and editing PDF files);
- All other software training will be provided. However, experience printing and formatting with Caseware and TaxPrep a plus.

**Salary**: $40,000.00-$50,000.00 per year

**Benefits**:

- Casual dress
- Dental care
- Extended health care
- Vision care

Schedule:

- Monday to Friday



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