Job description

Position: Administrative Assistant

Number of Positions we are hiring - 1

Company: Keough O’Brien Shea Chartered Professional 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: $26.00 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 simple 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 new 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

Apply to: admin@koscpa.ca