Senior Office Administrator/Bookkeeper — Ottawa, Canada. Shortlisted by MM Management Consultant for a leading organization.

Base pay range

CA$40,000.00/yr - CA$60,000.00/yr

Key Responsibilities

• Financial Administration: Manage invoicing and accounts receivable (AR), ensuring timely payments and accurate records.
• Set up and maintain job codes for various client projects.
• Assist with summarizing financial information and preparing reports and schedules, often in PDF format.
• Client and File Management: Assist with the client intake process, including preparing engagement letters and performing conflict checks.
• Set up and manage secure client portals for document uploads.
• Organize and maintain client correspondence and files, particularly within Caseware.
• Set up files and manage multiple project deliverables to meet deadlines.