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Bookkeeping Assistant

Patriquin Virtual Office

  • Answering telephone in a professional manner, taking and relaying messages
    promptly.
  • Greeting clients in a friendly and professional manner.
  • Receiving incoming bookkeeping materials from clients: sorting those materials
    promptly, identifying urgent action items, and then processing, via data entry, the
    materials according to the client’s needs, and PVO company billing cycle,
    including keeping notes on each client’s file.
  • Producing monthly/quarterly/yearend reports for clients, WSIB, CRA, etc.
  • Routine confirmation calls to CRA, WSIB, etc. and occasional online research.
  • Receiving, sending and printing emails.
  • Tracking time spent on each client file via the QuickBooks Timer, as work is
    progressing. Uploading the timer data at the end of each workday. Providing
    interim timer uploads as directed by Owner.
  • Copying, scanning, faxing or documents.
  • Creating filing systems.
  • Maintaining working files, clean workspace, etc.
  • Providing guidance, occasionally as needed, on PVO routines, policies &
    procedures to new employees, in the Owner’s absence.
  • Utilizing Excel for the creation of spreadsheets, as applicable to client files, and
    PVO internally.

WORKING AT PATRIQUIN VIRTUAL OFFICE OFFERS

• A COMPETITVE WAGE, WITH ANNUAL PERFORMANCE REVIEWS, AND OPPORUTNITY FOR
MERIT-BASED WAGE INCREASES.
• A SALES INCENTIVE FOR ATTRACTING NEW CLIENTS TO THE FIRM
• A SAFE, PLEASANT, CLEAN, BRIGHT, WORK ENVIRONMENT
• A SUPPORTIVE AND RESPECTFUL WORK ATMOSHPERE
• STANDARD OFFICE HOURS, 8:30 A.M – 4:30 P.M. MONDAY TO FRIDAY
• AN EXTENDED LUNCH – 45 MINUTES, WITH MULTIPLE, CHARMING ONSITE (SEASONAL) LUNCH
SPOTS
• A WORK /LIFE BALANCE – WORK WEEKS ARE 36.25 (REGULARLY) – 44 HOURS MAXIMUM/WEEK
(IN-SEASON)
• PAID CIVIC HOLIDAY MONDAY
• AN ANNUAL OFFICE CLOSURE – FOR CHRISTMAS BREAK
• QUARTERLY STAFF LUNCHEONS, AND CHRISTMAS HOLIDAY EVENT
• PVO IS AN INCLUSIVE EMPLOYER, THAT HAS DEVELOPED AN EMPLOYEE HANDBOOK, AND
FOLLOWS RELATED WORKPLACE LEGISLATION.
• CENTRALLY LOCATED IN BRACEBRIDGE, WITH ON-SITE PARKING
• A SMOKE & SCENT FREE WORKPLACE
• COVID-19 SAFETY PROTOCOLS REMAIN IN PLACE – THE OFFICE REMAINS CLOSED TO THE
PUBLIC, DAILY SCREENINGS ARE COMPLETED, OFFICE IS CONFIGURED FOR SOCIAL DISTANCING,
MASKS ARE NOT REQUIRED WHILE AT WORKSTATIONS, ETC.

PVO IS LOOKING FOR PEOPLE WHO ARE:

• PUNCTUAL AND RELIABLE
• PLEASANT TO WORK WITH
• OUTGOING WITH CLIENTS & STAFF
• CONSCIENTIOUS WITH THEIR RESPONSIBILITIES
• CURIOUS AND EAGER TO LEARN
• GOOD COMMUNICATORS
• HARDWORKING
• DETAIL ORIENTED
• ORGANIZED
PVO NEEDS PEOPLE WHO CAN:
• ANSWER THE TELEPHONE, TAKE MESSAGES, MANAGE EMAILS, AND GREET CLIENTS
PROFESSIONALLY
• PERFORM BASIC DATA ENTRY IN QUICKBOOKS (ADMINISTRATIVE POSITION) OR FULL
BOOKKEEPING (BOOKKEEPER POSITION)
• ASK QUESTIONS, ACCEPT DIRECTIONS, AND KEEP DETAILED NOTES ON CLIENT FILES
• ARE FAMILIAR WITH QUICKBOOKS DESKTOP, EXCEL SPREADSHEETS, MICROSOFT WORD, AND
OUTLOOK

IF THESE QUALITIES DESCRIBE YOU –
VISIT OUR WEBSITE: WWW.PATRIQUINVIRTUALOFFICE.COM TO LEARN MORE ABOUT OUR FIRM.
AND, IF YOU ARE LOOKING FOR STABLE, LONG-TERM EMPLOYMENT –
SEND YOUR RESUME WITH COVER LETTER TO: INFO@PATRIQUINVIRTUALOFFICE.COM

To apply for this job email your details to INFO@PATRIQUINVIRTUALOFFICE.COM

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