Administrative Clerk

2 weeks ago

London, Canada Williams Meaden & Moore Inc. Full time

**Job Summary**

**Responsibilities and Duties**:

- Assist Partner and team members in all administrative matters, including communication with clients
- Data entry
- Prepare various reports from Caseware Time as requested by the Partner
- Arrange and plan meetings when required
- Respond to enquiries from clients regarding invoices, payments and accounts
- Create and maintain templates for invoicing, etc.
- Post cash receipts, reconcile payments and post credits as required
- Set up new claims on Caseware Time and Caseware Working Papers
- Send out conflict of interest checks for new claims to team
- Coordinate and prepare monthly, quarterly and yearly reports for various clients as specified in Service Contracts
- Liaise with clients in setting up various online systems and software for invoicing and document management
- Review and maintain client contracts, initiate procedures required to follow contract demands and hourly rates, etc.
- Create and maintain templates in Caseware Working Papers for different kinds of claims
- Create and maintain document templates within the Caseware Working Papers Library
- Issue periodic reminders to team members for invoicing and accounts receivable follow up
- Issue monthly Accounts Receivable statements to clients
- Register clients on the Online Claims Calculator
- Maintain office systems and procedures, file management as requested by Partner
- Maintain the client list
- Open and distribute incoming mail
- Other duties as required by partner

**Education and Professional Skills/Knowledge**:

- Minimum 1 year experience in a professional administrative capacity, preferably in an accounting firm
- Ability to exercise good judgement, show initiative and be proactive
- High standards of ethic and confidentiality to handle sensitive information
- Advanced knowledge of MS Office and Excel
- High attention to details in all areas of work
- Excellent problem-solving skills and an ability to work in a team environment
- Exceptional organizational, time management and prioritizing skills
- Proven ability to effectively prioritize workflow
- Excellent interpersonal, written and oral communication skills

**Job Types**: Full-time, Permanent

**Benefits**:

- Dental care
- Extended health care
- Life insurance
- Paid time off
- Vision care

Schedule:

- Monday to Friday

Application question(s):

- What is your salary expectation?

**Experience**:

- Administrative : 1 year (preferred)

Work Location: In person

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