Job Description
Administrative Support
- Manage calendars, schedule meetings, and coordinate internal and client appointments.
- Prepare, format, and proofread reports, presentations, and correspondence.
- Organize and maintain both digital and physical filing systems.
Client Coordination
- Act as a primary point of contact for client inquiries and document submissions.
- Monitor client deliverables and deadlines, ensuring timely responses and follow-ups.
- Support new client onboarding by collecting necessary documentation and setting up client records.
Document & Data Management
- Enter and update data accurately in accounting systems and client databases.
- Maintain strict confidentiality of sensitive financial and personal information.
- Assist in preparing financial documentation for audits, tax filings, and internal reviews.
Team Support
- Facilitate internal communication and assist with tracking workflows and task progress.
- Support billing and invoicing, including managing timesheets and expense claims.
- Order office supplies and liaise with vendors as needed.
Compliance & Quality Control
- Ensure adherence to internal procedures and external regulatory requirements.
- Help maintain current policies, templates, and checklists to support consistent quality standards.
Qualifications
- Demonstrated experience in an administrative or office management role, ideally within accounting or professional services.
- Strong organizational skills with the ability to multitask and prioritize effectively.
- Excellent verbal and written communication skills.
- Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint); experience with accounting software such as Xero, QuickBooks, or Draftworx is an asset.
- High level of professionalism and discretion.
- Ability to work both independently and collaboratively.
Preferred Attributes
- Familiarity with accounting processes and terminology.
- Comfortable working in a fast-paced, deadline-driven environment.
- Strong customer service orientation with a proactive, problem-solving mindset.
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