Job Title: Administrative Assistant

Location: Wellesley, ON
Employment Type: Full-time
Department: Administration
Reports To: Partner

Job Overview:
The Administrative Assistant will provide high-level administrative support to the Partner of our CPA firm. This role requires an organized and detail-oriented individual who can efficiently manage invoicing, data organization, and other administrative tasks to ensure smooth and effective operations.

Key Responsibilities:

- Invoice Management:
- Prepare, review, and send invoices to clients in a timely manner.
- Track invoice statuses and follow up on outstanding payments.
- Ensure accuracy in billing by verifying details against client agreements.
- Data Organization:
- Organize, maintain, and update client files and records in an orderly manner.
- Manage electronic and physical files, ensuring data is easily accessible and up-to-date.
- Assist in the preparation of financial reports by organizing and summarizing data.
- Administrative Support:
- Schedule and coordinate meetings, appointments, and travel arrangements for the Partner.
- Handle incoming communications, including phone calls and emails, with professionalism and discretion.
- Prepare documents, presentations, and correspondence as needed.
- Client Relations:
- Serve as a point of contact for clients, addressing inquiries and directing them to the appropriate resources.
- Maintain a high level of client confidentiality and professionalism.
- General Office Management:
- Assist in managing office supplies, equipment, and other resources.




- Support the team with miscellaneous tasks and projects as required.

Location and Commuting Requirements:

- The office is located in a remote region without access to public transport.
- The candidate must have their own vehicle and be willing to commute to the office daily.
- Reliable transportation and the ability to travel to and from the office are essential for this role.

Qualifications:

- High school diploma or equivalent; Associate’s or Bachelor’s degree preferred.
- Minimum of 2-3 years of experience in an administrative or clerical role, preferably within a CPA firm .
- Proficient in Microsoft Office Suite (Word, Excel, Outlook).
- Experience with accounting software (e.g., QuickBooks) is a plus.
- Strong organizational skills and attention to detail.
- Excellent communication and interpersonal skills.
- Ability to handle sensitive information with integrity and confidentiality.

Working Conditions:

- This position may require occasional overtime during peak periods (e.g., tax season).
- The role involves a mix of independent work and collaboration with the Partner and other team members.

Salary: Commensurate with ability and experience

Advantages: Optional

Job Type: Full-time

Pay: $18.25-$29.85 per hour

Expected hours: 25 – 40 per week

Benefits:

- Dental care
- Extended health care
- Paid time off

Education:

- Secondary School (preferred)

Experience:

- Administrative : 4 years (preferred)

Language:

- English (required)

Work Location: In person

📌 Administrative Assistant (Wellesley)
🏢 Confidential Organization
📍 Wellesley