Full Time Salary: $45K to $55K?plus Variable Profit Sharing
Job Location: Remote/Online
Start Date: August 2025
:
The Intermediate Advisor will support financial record management, bookkeeping, and client account maintenance. They will assist with processing transactions, reconciliations, and ensuring financial accuracy while collaborating with clients and senior team members.
Job Duties:
Administrative "ON" the business
Manage personal email and time tracking
Maintain organized client records
Plan and prioritize daily tasks
Participate in ongoing professional development
Communication & Collaboration: Strive for continuous improvement.
Communicate with clients and team members (Junior, Senior Advisors and Leadership)
Work with Senior Leadership to ensure accurate financial reporting
Document and track client communications
Bookkeeping/Accounting & Advisory "In" the business
Process financial transactions, payables, receivables, and payroll.
Complete account reconciliations
Maintain bookkeeping records per Scope of Work Agreements
Communicate with clients to identify issues?as required and provide solutions.
Work with cloud accounting software and 3 party approved applications.
Maintain electronic filing system(s) to support bookkeeping and financial records.
Maintain data entry requirements by following data program techniques and procedures.
Ensure compliance with standard bookkeeping procedures
Maintain customer confidence and protects operations by keeping information confidential.
Contribute to financial report preparation with guidance from senior team members.
Maintain accounts by verifying, allocating, and understanding transactions, balances.
Comply with federal and provincial requirements for various filings; enforce adherence to requirements; filing reports; advise management on needed actions.
Distribution % of time spent. Pursing optimal efficiency, productivity, and Life Balance
75% Client work
25% Admin
Skills/Qualifications:
Quickbooks Online (QBO) Certification preferred.
2-5 year's experience in bookkeeping or accounting support roles an asset
Exceptionally organized and detail oriented
Ability to maintain strict confidentiality of client information
Extremely thorough
Strong decision-making ability
Results driven and analytical
Enthusiastic
Motivated
Ability to work independently while following established procedures.
Experience with Cloud Accounting Ecosystem (i.e. QBO, Dext, Plooto, etc.)
Problem solving & trouble shooting skills to find solutions.
Ability to handle complexity.
Effective time management and ability to meet deadlines
Result and deadline driven.
Job Types: Full-time, Permanent
Pay: $45,000.00-$55,000.00 per year
Benefits:
Dental care
Extended health care
Schedule:
Monday to Friday
Experience:
Bookkeeping: 3 years (required)
Location:
Winnipeg, MB (required)
Work Location: Hybrid remote in Winnipeg, MB
Expected start date: 2025-08-04
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