Alverna Partners
Montreal, QC
Job Details:
We are currently seeking a dynamic and self-motivated individual to work with us as a Executive & Administrative Assistant for family office. This person will have to perform a variety of accounting and office administration responsibilities. The ideal candidate will be responsible for bookkeeping, administration, organization of documents, and communication and coordination with external parties.
Perform financial administration
- Perform day-to-day bookkeeping in Quickbooks.
- Preparation of monthly financial reports and reconciliation of accounts ( bank and credit card)
- Preparation and processing of payroll and other filings (T4, CSST, year end filings)
- Make payments and deposits (e.g. pay bills, write cheques, process expense reports, etc
- Prepare financial reports and budget analysis.
- Assist with preparation of personal tax returns.
- Help prepare tax and related reporting requirements (Canada Revenue Agency, Revenu Québec)
- Responsible for maintaining financial records including invoices, receipts, expense reports and payments.
- Preparation of GST/QST and other tax related reports
- Assist in maintaining insurance policies.
- Maintain an accurate and complete trail of supporting documentation for all financial and bookkeeping activities
- Works closely with Accountant for Year End filing and financials.
Organize and administer
- Handle administrative inquiries and requests (scheduling meetings and coordination)
- Process incoming mail and requests for documents.
- Scheduling and coordination of service calls and maintenance.
- Assist in communication with external parties.
- Participate in the organization of special events.
- Assist in making travel arrangements and bookings.
- Other duties and functions as requested by Management.
QUALIFICATIONS
- Experience with Quickbooks and bookkeeping.
- Computer skills and working knowledge of Excel, MS Word and bookkeeping platforms.
- Data entry, have attention to detail.
- Excellent communication skills.
- Strong problem identification and problem resolution skills
Job type: Part Time
Location: Hybrid