Bookkeeper/Receptionist

Airtm; United States; Remote; USD 35,000 - 65,000; Full time

Job summary

An established industry player in financial services is seeking a detail-oriented Bookkeeper/Receptionist to join their fully remote team. This role offers a unique blend of bookkeeping and administrative responsibilities, ensuring accurate financial records while providing top-notch client support. Ideal candidates will possess strong knowledge of accounting principles and proficiency in accounting software. Enjoy a competitive salary and opportunities for professional growth in a dynamic environment where your contributions will make a significant impact. If you thrive in a supportive atmosphere and are ready to take the next step in your career, this opportunity is for you.

Benefits

Fully Remote Work

Competitive Salary

Opportunities for Professional Growth

Qualifications

• Proven experience as a Bookkeeper or Receptionist in a similar role.
• Strong knowledge of Canadian accounting principles and tax regulations.

Responsibilities

• Manage and maintain accurate financial records, including ledgers and reconciliations.
• Answer and route incoming calls and emails professionally.

Skills

Accounting Principles

Attention to Detail

Proficiency in QuickBooks

Professional Communication

Time Management

Customer Service

Tools

QuickBooks

Sage

Xero

Microsoft Office Suite

Job description

Job Description: Bookkeeper/Receptionist
Position: Bookkeeper/Receptionist
Location: Fully Remote
Schedule: 9am-5pm (MST)
Open To: Candidates from the Philippines, Latin America, and South Africa
Industry: Mortgage & Financial Services

About the Role:

We are currently seeking a detail-oriented, reliable, and professional Bookkeeper/Receptionist to join our team. In this role, you will split your time between maintaining accurate financial records and providing administrative and front-line support to the company. This is a great opportunity for someone who enjoys a balance between accounting tasks and client-facing duties in a dynamic and supportive environment.

Key Responsibilities:

Bookkeeping Responsibilities:

• Manage and maintain accurate financial records, including ledgers, accounts payable/receivable, and bank reconciliations.

• Prepare and post journal entries for various transactions.

• Process and monitor invoices, payments, and payroll.

• Assist in the preparation of financial reports and statements, ensuring compliance with Canadian accounting standards.

• Review financial transactions for accuracy and resolve discrepancies.

• Prepare and file HST/GST returns and other required tax filings.

• Assist with month-end and year-end closing procedures.

• Collaborate with external accountants and auditors to ensure proper financial reporting and compliance.

• Support budgeting, forecasting, and financial analysis activities.

• Analyze tax documents and other financial paperwork to ensure compliance with tax laws.

Reception/Administrative Responsibilities:

• Answer and route incoming calls and emails professionally and promptly.

• Greet and assist clients virtually, ensuring a positive experience.

• Manage scheduling, appointment reminders, and calendar updates for leadership.

• Organize and maintain digital filing systems for both financial and administrative documents.

• Support general office administration duties, including handling correspondence and internal communications.

• Assist with special projects and provide administrative support to different departments as needed.

Requirements:

• Proven experience as a Bookkeeper, Receptionist, or in a similar accounting/administrative role.

• Strong knowledge of Canadian accounting principles, tax regulations, and compliance requirements.

• Proficiency with accounting software (e.g., QuickBooks, Sage, Xero) and Microsoft Office Suite (Excel, Word).

• Excellent attention to detail, organizational skills, and time management.

• Professional communication skills, both verbal and written.

• Friendly and customer-focused demeanor with the ability to interact effectively with clients and team members.

• Ability to maintain confidentiality and handle sensitive financial and personal information.

• Experience with payroll and HST/GST filings is a plus.

Benefits:

• Fully remote work.

• Competitive salary aligned with the candidate’s experience and region.

• Opportunities for professional growth in a dynamic financial services environment.