Administrative Assistant (Stratford)

Administrative Assistant (Stratford)

31 Jul
|
Keough O’Brien Shea Chartered Professional Accountants
|
Stratford

31 Jul

Keough O’Brien Shea Chartered Professional Accountants

Stratford

Position: Administrative Assistant

Number of Positions we are hiring – 1

Company: Keough O’Brien Shea Chartered Qualified Accountants

Address: 8 Myrtle Street, Suite- 201 Stratford PE C1B1P4 Canada

Reporting to: Manager

NOC: 13110

Terms of Employment: Full Time, Permanent Position

Location of Work: Stratford, PE

Language Preference: English

Job Reference Number: #KB21

We will provide:

- Minimum of 30 hours/ week throughout your employment period
- Paid Vacation of 2 Weeks each year or 4% of salary
- Pay: $27.50 per hour

Duties

- Coordinate day-to-day office operations – scheduling client meetings, maintaining calendars for senior accountants, and preparing meeting agendas.
- Manage client files (physical and digital), ensuring confidential financial records and tax documents are properly organized and securely stored.
- Draft, proofread, and format correspondence, invoices via QBO, and internal memos for partner and staff review.
- Assist in preparing year-end reports in Sage, tax returns through TaxCycle, and audit packages by compiling supporting documentation from clients.
- Answer incoming calls and emails,



providing general information on services, and directing calls to the appropriate accountant or manager.
- Track and replenish office supplies, maintain vendor accounts, and support in managing expense reports.
- Create and update spreadsheets, client databases in Financial Cents, and simple accounting records under the supervision of accountants.
- Coordinate deadlines for client submissions, send reminders, and follow up to ensure timely receipt of required documents.
- Support onboarding of new clients by collecting identification, engagement letters, and other compliance documentation.
- Assist management in preparing presentations, proposals, and reports for clients and regulatory bodies.
- Provide administrative support for staff training sessions, and internal meetings.
- Maintain office equipment logs, schedule servicing, and liaise with IT support for system-related issues.

Requirements

- Minimum high school
- Minimum one year of experience in similar role
- Ability to work legally in Canada

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📌 Administrative Assistant (Stratford)
🏢 Keough O’Brien Shea Chartered Professional Accountants
📍 Stratford

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