Job Description

:
We are looking for a detail-oriented part time Administrative Assistant to join our team in Cambridge, Ontario. As part of a small tax office, you will play a key role in ensuring smooth daily operations and providing excellent client service. This is a long-term contract position, with an initial schedule of Monday to Thursday, transitioning to Monday to Friday during the busy tax season.
Responsibilities:

• Organize and prepare client files for upcoming appointments, ensuring all required documents are ready.

• Track the progress of tax returns using ClientTrack, updating statuses and marking them complete when finalized.

• Monitor and manage incoming mail from the mailbox and drop box daily.

• Welcome clients upon arrival, address their inquiries, and direct them appropriately.

• Print necessary forms and labels to support office operations.

• Maintain inventory of office supplies and place orders when stock runs low.

• Create waybills and coordinate courier pickups or deliveries as needed.

• Send tax documents for electronic signature and process them upon receipt.

• Record payments received from clients into QuickBooks on a regular basis.

Requirements:

• Minimum of 1 year of experience in an administrative role.
• Proficiency in Microsoft Outlook and QuickBooks.
• Strong skills in customer service, answering inbound calls, and email correspondence.
• Ability to schedule appointments and manage calendars effectively.
• Familiarity with data entry and maintaining organized records.
• Capacity to handle inbound and outbound calls professionally.
• Excellent attention to detail and organizational abilities.

Skills Required