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Administrative Assistant

Administrative Assistant

The successful candidate will thrive working in an engaging, collaborative, fast-paced, innovative environment, while supporting dedicated accounting professionals.

Overview:

  • You will provide project coordination, administrative support, as well as organizational support to our accounting team
  • You will produce and maintain databases, digital filing systems and other records
  • You will assist the accounting team with all administrative needs
  • You will participate in the overall department’s development of internal best practices, processes, and procedures – your feedback and ideas will be valued to ensure proper communication between departments
  • You have a great attitude — proactive, positive, always seeking to better our team, constantly seeking ways to add value

Duties:

  • Provide administrative support to the accounting team – meeting coordination, report and document preparation, other ad hoc tasks as needed
  • Handle general correspondence efficiently and proactively action any items requiring immediate attention
  • Onboarding new clients
  • Preparing deliverables for clients
  • E-filing tax returns
  • Use strong attention to detail to review and proofread documents
  • Organizing, scanning, saving and faxing documents
  • Respond to client emails and correspondence, answer calls and communicate with clients
  • Support software updates as needed
  • Updating client contact information in database and associated software

Qualifications:

  • 3-5 years of administrative experience is considered an asset (with a preference for public accounting firm experience)
  • Exceptional interpersonal skills, strong written and oral communication skills, analytical skills, organizational and planning skills
  • Candidate must be trustworthy with sensitive client information
  • Attention to detail, self-starting, and action-oriented individual who can exercise independent judgment and see tasks through to completion
  • Experience in Caseware or TaxPrep or other major accounting software is essential
  • Knowledge of Sage50 and QuickBooks would be an asset
  • Proactive in project management
  • Intermediate to advanced skills in Microsoft Office
  • Comfortable learning new computer systems and technologies
  • Works very well under pressure and in a fast-paced environment
  • Works well independently and within a team setting
  • Capable of managing multiple tasks simultaneously

No telephone solicitation, and please send your CV to Laura Gray at lgray@moodysprivateclient.com 

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