Executive Administrative Assistant (Contract)

CBM Chartered Professional Accountants LLP•Hamilton, ON

17d•Onsite

About The Position

CBM provides assurance, taxation and advisory services for clients in the Greater Toronto, Hamilton and Niagara Area. Our core team has been with the firm for a number of years and is instrumental in our successful transition to the next generation. Looking towards the future, we continue to grow and meet the needs of our community. Our Administration represents a key part of our ability to provide services to our clients and your role will be focused on the needs of the clients of a specific partner and the firm as whole.

Requirements

Advanced skills with Microsoft Office and Adobe products. In particular, Outlook, Excel, PowerPoint and Acrobat.
Proficiency to quickly learn industry specific software.
Excellent communication skills and attention to detail.
Ability to communicate effectively as member of a larger administrative team.
Self-starter, adaptable, and able to jump in to help on various projects as necessary.
Strong project management skills.
Good analytical skills.
Basic accounting knowledge.
Confidence to work independently while exercising professional judgment.
Minimum two-year Ontario college diploma or equivalent in related field.

Responsibilities

Composition, review, and finalization of documents, correspondence, and client deliverables.
Preparation of information returns and responses to basic Canada Revenue Agency requests.
Review and reporting on ongoing engagements to identify issues and bottlenecks.
Preparation of briefings.
Reception duties such as speaking to clients and responding to requests in a professional and prompt manner.
Monitoring of partner’s inbox and preparation of draft responses where possible.
Scheduling of meetings, calls and events including preparation of any required materials.
Sending reminders for upcoming and outstanding items.
Contribute to a cohesive and high-performing administrative team environment by fostering open communication, mutual support, and shared accountability for achieving organizational goals.
Ensuring the data integrity of the firm’s contact and project databases.
Generating invoices, time, and expense reports to support revenue and expense capture.
Drafting and finalizing invoices as well as corresponding with client on accounts receivable.
Conducting research, compiling data, and preparing papers for consideration and presentation by or for partners.
Filing, scanning, and retrieval of documents and records.
Provide support to partners and other members of the firm as necessary.
General office and other duties as assigned, but not limited to the above.