About Us: At Gary Wilkins & Associates we pride ourselves on delivering exceptional accounting services to our clients. We are a dynamic team of professionals dedicated to accuracy, integrity, and excellence. We are currently seeking an organized and detail-oriented Administrative Assistant/Customer Service Officer to join our team and contribute to our mission of providing outstanding service.

Key Responsibilities:

Provide administrative support to the accounting team, including scheduling appointments, managing calendars, and coordinating meetings.

Assist with the preparation and organization of financial documents, reports and tax returns to be sent for signature.

Maintain and update client records and databases with accuracy and confidentiality.

Answer phone calls, respond to inquiries, and direct clients to the appropriate personnel.

Manage our accounts receivable, trust account and payroll functions.

Scanning and electronic filing of client records and documentation

Working cohesively with other admin team members.

Liaising with clients and following up on requests for information.

Perform other administrative duties as assigned.

Qualifications:

Proven experience as an administrative assistant or in a similar role, preferably in an accounting or finance environment.

Exposure to the Tax Agent Portal or Business Portal is highly regarded.

Proficient and comfortable using teams/zoom meetings and liaising with remote staff members.

Proficient in Microsoft Office Suite (Word, Excel, Outlook) and accounting software – Xero, XPM, FYI.

Excellent organizational skills with the ability to manage multiple tasks and prioritize effectively.

Strong written and verbal communication skills.

Detail-oriented and capable of maintaining confidentiality.

How to Apply: If you are a motivated individual with a passion for organization and a desire to support a thriving accounting team, we would love to hear from you! Please send your resume and a cover letter to [email protected] with the subject line “Administrative Assistant Application.”

Join us at Gary Wilkins & Associates and help us continue to provide exceptional service to our clients!