Personal Accountant & Administrator

Basecamp•Calgary, AB

5d•CA$75,000 - CA$85,000•Onsite

About The Position

We are seeking a highly organized, discreet, and detail-oriented Personal Accountant & Administrator to provide comprehensive financial and administrative support to the Chief Executive Officer and related personal entities. The successful candidate will act as a key liaison with external professional advisors, including accountants, lawyers, bankers, investment advisors, and insurance brokers, while ensuring the highest standards of accuracy, professionalism, confidentiality, and service. This is an excellent opportunity for a proactive individual who thrives in a position of trust and takes pride in delivering exceptional support in a dynamic and fast-paced environment.

Requirements

Post-secondary education in Accounting, Finance, Business Administration, or a related field.
Minimum 3-5 years of accounting, bookkeeping, financial administration, or related experience.
Strong knowledge of accounting principles, bookkeeping practices, and financial reporting.
Advanced proficiency in Microsoft Excel and Microsoft Office Suite.
Experience working with accounting software and financial management systems.
Exceptional organizational and time management skills.
Strong attention to detail and accuracy.
Ability to work independently and manage multiple priorities simultaneously.
Excellent written and verbal communication skills.
Demonstrated ability to handle highly confidential and sensitive information with discretion and professionalism.

Responsibilities

Manage all aspects of personal bookkeeping and financial administration for the CEO and related personal entities.
Process and reconcile personal bank accounts, credit cards, loans, and investment accounts.
Manage accounts payable, bill payments, expense tracking, and cash flow monitoring.
Prepare periodic personal financial reports, net worth statements, and cash flow summaries.
Coordinate with external accountants to support the preparation and filing of personal, corporate, and trust tax returns.
Maintain complete and accurate financial records and supporting documentation.
Ensure all financial information is handled with strict confidentiality.
Administer and coordinate personal insurance programs, including property, auto, liability, travel, and specialty insurance coverage.
Coordinate annual insurance renewals and ensure appropriate levels of coverage are maintained.
Maintain detailed records of personal assets, including real estate, vehicles, recreational assets, and other investments.
Assist with insurance claims and coordinate with brokers and service providers as required.
Identify and communicate potential financial or administrative risks.
Maintain organized records related to asset ownership and insurance coverage.
Maintain and organize all personal legal, corporate, and contractual documentation.
Coordinate with legal counsel regarding contracts, estate planning, corporate filings, trusts, and other legal matters.
Track key dates, renewals, filing deadlines, and contractual obligations.
Support the administration of personal corporations, holding companies, trusts, and other business interests.
Ensure records are maintained in an organized, secure, and confidential manner.
Assist with document preparation and information gathering for external advisors.
Coordinate and oversee administrative matters related to personal residences, household operations, and personal business interests.
Manage relationships with household vendors, contractors, service providers, and property managers.
Coordinate major purchases, maintenance activities, and special projects on behalf of the CEO.
Ensure personal administrative matters are completed accurately and in a timely manner.
Maintain organized filing systems and records for all personal affairs.
Monitor deadlines, payments, renewals, and other ongoing obligations.
Provide high-level, confidential support to the CEO on a wide range of personal and financial matters.
Act as a liaison between the CEO and external advisors, including bankers, accountants, lawyers, insurance brokers, and other professionals.
Anticipate needs, proactively identify issues, and recommend solutions.
Lead and coordinate special projects and initiatives as assigned.
Prepare reports, summaries, and presentations as requested.
Maintain absolute confidentiality regarding all personal, financial, legal, and business matters.