This Role will require in person work at both our Kelowna & West Kelowna Location
NUMIS CPAs Inc is looking for a highly organized and detail-oriented Administrative Assistant to join our team! Reporting to the Admin Manager, you will play a key role in providing essential support to our staff and clients while ensuring smooth execution of daily operations.

QUALIFICATIONS AND EXPERIENCE

• 2+ years of office/administrative experience, with at least some experience in Public Accounting required
• Strong written and verbal communication in English
• Must have a valid driver’s license and access to a personal vehicle for job-related errands as needed
• Strong listening skills with the ability to take action on direction
• Fast, accurate task execution within a multitasking atmosphere
• Proficient in Microsoft Office Suite (Excel, Word, Outlook, OneDrive, Teams, SharePoint)
• Comfortable in a paperless environment and with various types of technology
• Experience with Caseware, iFirm, or accounting software is a plus
• Excellent time management and multitasking abilities
• Able to work independently and collaboratively as needed
• Skilled at meeting deadlines and managing competing priorities

• Greet and assist clients and visitors at the front desk, ensuring a professional and welcoming experience.
• Communicate with the CRA to address inquiries and resolve any issues on behalf of clients.
• Assist with payment processing to ensure smooth and efficient transactions.
• Enhance client satisfaction by delivering high-quality, timely, and responsive services
• Draft and prepare various communications, including emails and client letters.
• Support workflow efficiency by managing the intake of client documents and ensuring the timely delivery of finalized materials.
• Assist with general administrative tasks as directed by the Office Manager, contributing to overall office efficiency.
• Leverage technology to optimize accuracy and improve efficiency in daily tasks.