02 Aug
|
Keough O’Brien Shea Chartered Professional Accountants
|
Stratford
02 Aug
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 straightforward 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 current 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