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:

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

  
  


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  Prepare and post journal entries for various transactions.

  
  


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  Process and monitor invoices, payments, and payroll.

  
  


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

  
  


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  Review financial transactions for accuracy and resolve discrepancies.

  
  


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

  
  


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

  
  


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

  
  


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  Support budgeting, forecasting, and financial analysis activities.

  
  


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

  
  

Reception/Administrative Responsibilities:

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  Answer and route incoming calls and emails professionally and promptly.

  
  


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  Greet and assist clients virtually, ensuring a positive experience.

  
  


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

  
  


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

  
  


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

  
  


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

  
  

Requirements:

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

  
  


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

  
  


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

  
  


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

  
  


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  Professional communication skills, both verbal and written.

  
  


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

  
  


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

  
  


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

  
  

Benefits:

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  Fully remote work.

  
  


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

  
  


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  Opportunities for professional growth in a dynamic financial services environment.