As part of our Elite Wealth Management team, you will share our philosophy that is focussed on our client's success, we provide insightful and personalized financial advice that is designed to achieve the individual needs of our clients. Operating at the highest levels of integrity and transparency, we give our clients clarity and peace of mind about their financial future.
We want the best for our clients and their families, and value strong, long-term relationships that are built on understanding their unique situations.
Our experience and insight allow us to create tailored financial plans based on each of our client's unique financial needs.
We are committed to building long-term financial wealth and to guiding our clients every step of the way.
We are looking to hire an Accounting Officer to support our financial planning practice.
Elite Wealth Management Inc. strives to consistently supply the highest quality of service to our clients. We provide unbiased investment and insurance solutions custom-tailored to your individual needs and objectives.
Our website: https://elitewmg.com
Duties and Responsibilities:
- Manage daily accounts, ensuring alignment with provincial and federal tax laws and compliance
- Maintain accurate records through diligent bookkeeping, clerical work, and data entry
- Oversee a company's financial data, including accounts payable and receivable, payroll, and daily financial entries and reconciliations
- Issue payment cheques for company expenses and the President's personal payments by validating invoices and expenses
- Reconcile statements and maintain organized accounting books
- Prepare and file required supporting documentation for each accounting transaction in collaboration with external accountants
- Collaborate with external accountants for annual tax filings
- Track and manage financial data, entering transactions into databases, promptly notifying upper management of any errors, and organizing financial reports
- Generate commission reports and issue commission cheques on a weekly basis
- Collaborate with external accountants to process bi-weekly payroll, ensuring accurate calculations of wages and deductions
- Handle group RRSP contributions
- Perform ad-hoc duties as required
Qualifications:
- Diploma in Accounting, Finance, or related fields
- At least 3-5 years bookkeeping and accounting experiences
- Previous experiences to communicate with external accountants on company's book
- Familiar with IFRS Accounting rules
- Familiar with Canada tax rule will have advantages
- Excellent verbal and written communication skills
- Fluency in English and Cantonese required
- Proficiency in Microsoft Office application, including Words, Excel, PowerPoint and Teams
- Attentive to detail and well organized
- Able to maintain high degree of confidentiality and integrity
- Ability to work independently and efficiently in a fast-paced environment
- Capable to handle and prioritize multiple projects simultaneously
Job Types: Full-time, Permanent
Salary: $53,000-$58,000 per year
Attractive Compensation and Benefits package depends on experiences
Schedule: 7 hours