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Administrative Assistant

Keough O’Brien Shea Chartered Professional Accountants

Upper Quinton

On-site

GBP 40,000 - 60,000

Part time

30+ days ago

Job summary

A professional accountancy firm in Stratford is seeking an administrative coordinator to manage office operations and client files. Responsibilities include scheduling meetings, preparing reports, and providing support for training sessions. Candidates should have a high school diploma and at least one year of related experience. This position offers a competitive hourly wage with a minimum of 30 hours per week.

Benefits

Paid vacation of 2 weeks or 4% of salary

Qualifications

  • Must have experience in office coordination or administration.
  • Good communication skills required for client management.

Responsibilities

  • Coordinate daily office operations including scheduling client meetings.
  • Manage confidential client files and documents.
  • Assist in preparing reports and tax returns.

Skills

Office operations coordination
Client file management
Communication skills
Time management

Education

High school diploma
Job description

Company: Keough O’Brien Shea Chartered Professional Accountants

Location of Work: Stratford, PE

Job Reference Number: #KB21

We offer a competitive package, including:

  • Minimum of 30 hours/week
  • Paid Vacation of 2 Weeks each year or 4% of salary
  • Pay: $26.00 per hour
Duties
  • Coordinate day-to-day office operations, including scheduling client meetings and maintaining calendars for senior accountants.
  • Manage client files, ensuring confidential financial records and tax documents are properly organized and securely stored.
  • Draft, proofread, and format correspondence, invoices, and internal memos for partner and staff review.
  • Assist in preparing year-end reports, tax returns, and audit packages by compiling supporting documentation from clients.
  • Answer incoming calls and emails, providing general information on services and directing calls to the appropriate accountant or manager.
  • Track and replenish office supplies, maintain vendor accounts, and support in managing expense reports.
  • Coordinate deadlines for client submissions, send reminders, and follow up to ensure timely receipt of required documents.
  • Support onboarding of new clients by collecting identification, engagement letters, and other compliance documentation.
  • Assist management in preparing presentations, proposals, and reports for clients and regulatory bodies.
  • Provide administrative support for staff training sessions and internal meetings.
  • Maintain office equipment logs, schedule servicing, and liaise with IT support for system-related issues.
Requirements
  • Minimum high school diploma
  • Minimum one year of experience in a similar role
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