Bookkeeper/Receptionist

Job Description: Bookkeeper/Receptionist
Position: Bookkeeper/Receptionist
Location: Remote
Schedule: 9am-5pm (MST)
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.