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Administrative assistant

Johnson Banks LLP

Job Description

Job Description

We are looking for a Receptionist/Administrative Assistant for our accounting office.

On a daily basis, our administrative assistant will answer phones, interact with clients, partners and staff. The successful candidate must have a strong work ethic, be well-presented, pleasant and willing to interact with clients, partners and staff professionally.

We are looking for candidates that are detail-oriented, able to demonstrate personal initiative and have some previous knowledge of basic office and bookkeeping procedures.

The ideal candidate has at least one year of experience and is proficient in MS Office Suite. A related diploma would be an advantage. Knowledge of software such as QuickBooks or other accounting programs would be considered an asset.

The responsibilities include:

  • Run a 3 line phone system
  • Accept and sign in client work
  • Maintain client information in CRM database
  • Assemble corporate year-end client packages
  • Assemble personal tax client packages
  • Assemble trust tax client packages
  • Prepare client invoices
  • Process client payments and monitor accounts receivable
  • Pay bills and monitor accounts payable
  • Schedule client meetings and other appointments
  • Distribute mail
  • Courier documents
  • Complete scanning and filing
  • Additional responsibilities as required

This position is permanent, full-time - with work hours of 8:30 am to 4:30 pm and a half hour lunch.

We are closed for the week between Christmas and New Years and employees bank overtime hours towards that time off.

Vacancy posted 1 day ago
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