Administrative Assistant

Lakhotia CPA

Unit 101, ON

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Posté aujourd'hui

Détails de l'emploi :

18,00 $ - 25,00 $ / heure

Temps plein

Niveau d`entrée

About Us

Lakhotia CPA is a growing Chartered Professional Accounting firm providing Business Financing, Assurance, Tax, Trust & Estate Planning, and Advisory services to entrepreneurs and privately owned businesses across Canada.

We are looking for a highly organized, proactive, and detail-oriented Administrative Assistant / Executive Assistant to support our team and help ensure the smooth day-to-day operation of our firm.

This is an excellent opportunity for someone who enjoys working in a fast-paced professional environment and wants to grow with an expanding firm.

Key Responsibilities

Answer and direct phone calls professionally.
Respond to client inquiries and coordinate follow-ups.
Prepare engagement letters, invoices, proposals, and other correspondence.
Manage client onboarding and maintain client records.
Coordinate document collection and upload information to client portals.
Maintain electronic filing systems and organize firm records.
Assist with workflow management and monitor deadlines.
Coordinate meetings, seminars, networking events, and marketing initiatives.
Perform data entry with a high level of accuracy.
Assist with special projects and other administrative duties as assigned.

Qualifications

Diploma or degree in Business Administration or a related field is an asset.
Minimum 2 years of administrative or executive assistant experience.
Experience in a professional services environment (accounting, legal, financial services, banking, or similar) is preferred.
Exceptional written and verbal communication skills.
Strong organizational and time management skills.
Ability to prioritize multiple tasks while meeting deadlines.
High level of professionalism and discretion when handling confidential information.
Strong attention to detail and accuracy.
Self-motivated with the ability to work independently.

Technical Skills

Experience with some or all of the following is an asset:

Microsoft Outlook, Word, Excel, and PowerPoint
Adobe Acrobat
Microsoft Teams
CRM or Practice Management software
TaxDome (preferred but not required)
QuickBooks Online (asset)

What We Offer

Competitive salary based on experience
Professional and supportive work environment
Opportunities for career growth and advancement
Direct mentorship from experienced Chartered Professional Accountants
Exposure to a broad range of accounting, tax, financing, and advisory engagements
Paid vacation
Professional development opportunities

Why Join Lakhotia CPA?

Lakhotia CPA is building a modern accounting practice focused on delivering exceptional client service while fostering a collaborative and growth-oriented workplace. If you are organized, dependable, and enjoy supporting a high-performing professional team, we'd love to hear from you.

To Apply

Please submit your resume along with a brief cover letter outlining your relevant experience and why you would be a great fit for our team.

Company DescriptionLakhotia CPA is a growing Chartered Professional Accounting firm providing Business Financing, Assurance, Tax, Trust & Estate Planning, and Advisory services to entrepreneurs and privately owned businesses across Canada.
We are looking for a highly organized, proactive, and detail-oriented Administrative Assistant / Executive Assistant to support our team and help ensure the smooth day-to-day operation of our firm.
This is an excellent opportunity for someone who enjoys working in a fast-paced professional environment and wants to grow with an expanding firm.Company DescriptionLakhotia CPA is a growing Chartered Professional Accounting firm providing Business Financing, Assurance, Tax, Trust & Estate Planning, and Advisory services to entrepreneurs and privately owned businesses across Canada.We are looking for a highly organized, proactive, and detail-oriented Administrative Assistant / Executive Assistant to support our team and help ensure the smooth day-to-day operation of our firm.This is an excellent opportunity for someone who enjoys working in a fast-paced professional environment and wants to grow with an expanding firm.

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Foire aux questions

What is the job title and primary role of this position at Lakhotia CPA?

The role is Administrative Assistant / Executive Assistant tasked with supporting the team, managing client onboarding and records, coordinating meetings, and handling various administrative duties to ensure smooth day-to-day operations.

Where is this position located and what is the work setting?

This is a full-time position based at Unit 101, ON, within a fast-paced professional environment of Lakhotia CPA.

What are the key responsibilities of this Administrative Assistant role?

Key responsibilities include answering and directing calls, responding to client inquiries, preparing engagement letters and invoices, managing client onboarding and records, coordinating document collection, maintaining electronic filing, aiding workflow and deadlines, and supporting meetings and events.

What qualifications or experience are required for this role?

A diploma or degree in Business Administration is an asset, with a minimum of 2 years of administrative or executive assistant experience; experience in a professional services environment is preferred, along with strong written and verbal communication and exceptional organizational skills.

What technical tools should applicants be familiar with?

Experience with Microsoft Outlook, Word, Excel, PowerPoint, Adobe Acrobat, Microsoft Teams, and CRM or practice management software is expected; TaxDome and QuickBooks Online are assets.

What salary is offered for this position?

The salary range is $18.00–$25.00 per hour, based on experience.

What benefits or growth opportunities does Lakhotia CPA offer?

The role offers a competitive salary, paid vacation, professional development opportunities, direct mentorship from experienced CPAs, and opportunities for career growth and advancement.