| Position Title: Administrator / Receptionist | Reports to: Office Manager |
| Full Time – 40 hours/week – Monday to Friday | Competitive Benefits, Bonus Pay, Vacation, Overtime Pay |
Job Summary/Position Function:
You will play a key role in ensuring our administration and reception runs smoothly, delivering exceptional service to everyone who interacts with our firm. Your ability to provide cross-functional administrative support to other departments, especially during tax season, will be a significant asset.
Specifically accountable for:
Customer Service & Reception:
- Greet and assist visitors, manage phone calls, and handle general inquiries in a professional and friendly manner.
- Opening and closing of the office
- Responsible for incoming office emails and addressing, as appropriate
- Responsible for all in-coming and outgoing mail and addressing, as appropriate
- Onboarding clients and obtaining CRA authorization (Client Guidance)
Administrative Support:
- Provide administrative assistance across various departments, including managing client documents, organizing records and supporting office tasks as needed.
- Work closely with other departments to support client accounts: the compilation of corporate year end documents, scanning, uploading, and backing up of various documents to appropriate files
- Print documents for signing and emailing or mailing to appropriate recipient
- Uploading documents to CRA
- Efiling T1’s, T2’s, T3’s, T4’s, T5’s and T5018’s
- Responsible for restoring Sage Back-ups
- Miscellaneous duties including bank deposits, petty cash, errands, groceries and ad hoc tasks to support the office function.
Digital Archivist:
- Responsible for scanning, organization, description of older client files and miscellaneous firm documents
- Responsible for organizing and ensuring the destruction of obsolete original documents
- Ensure team understands how to access these files
- Assist in material searches, as required
Qualifications:
- High level of professionalism and courtesy
- Experience in a customer facing role within an office environment
- Availability to work overtime and weekends during tax season
- Excellent verbal and written communication skills
- Positive attitude and a willingness to learn new tasks and systems
- Excellent organizational and time management skills combined with ability to multi-task effectively in a fast-paced, deadline-oriented environment
- Demonstrated attention to detail
- Ability to handle multi-line phone system
- Works well independently and as part of a team
- General Accounting knowledge
- Proficient in Microsoft Office Software
- Familiarity with Caseware, Sage 50, Quickbooks and Profile, is an asset
- Be a supportive team player working with all levels and departments
- Subject to strict confidentiality and privacy rules to protect sensitive financial and personal information
Educational Requirements:
- Completion of grade 12 or equivalent related experience
- Completion of Administrative Assistant program, preferred
- Basic Accounting knowledge, preferred
- Bookkeeping or related accounting certificate, an asset
Join Our Team in Vernon BC!
Are you seeking a rewarding career opportunity? We invite passionate and qualified candidates to apply for this role. To be considered, please forward your resume and a compelling cover letter to stephanie@clarkrobinson.com.
Discover the balance of professional growth and an exceptional lifestyle that the Okanagan offers.
About Us:
Clark, Robinson CPAs has been assisting clients throughout the North Okanagan with their accounting and tax needs since 1978. Our varied clientele provides a broad range of experience, and our friendly team environment encourages professional and personal growth. We appreciate all applications, but only those chosen for an interview will be contacted.
We appreciate all applications, but only those chosen for an interview will be contacted.