Administrative Assistant - Trenton

Job summary

Provide administrative and executive-level support to firm leadership, including proofreading financial statements, managing documents and correspondence, and coordinating schedules and meetings. Serve as a client contact, handle CRA-related filings and queries, manage office logistics, and prepare and archive invoices and client materials.

Job details

The Role: This role combines administrative expertise with executive-level support responsibilities. The Administrative Assistant will ensure the efficient operation of daily office activities and provide high-level support to firm leadership. What You’ll Be Responsible For: * Proofread and finalize financial statements and client letters * Archive tax documents and working papers in a paperless system * Respond to CRA queries and submit forms electronically * Assist clients, lawyers, and bankers with document requests * Manage mail handling, bank deposits, and courier deliveries * Schedule meetings and coordinate internal logistics * First point of contact for clients, routine client calls, handle intermediate calls on behalf of their respective Partner/client group * Prepare client packages and compile meeting materials * Draft and edit correspondence for partners * Track deadlines and maintain progress spreadsheets * Handle CRA filings and post-assessment reviews * Prepare, finalize, and archive invoices. What You'll Bring to the Role: * Completion of a Business or Office Administration Diploma or related experience is an asset; * 3–5 years in administrative roles; 1–2 years EA-level support preferred; * Experience in accounting, legal, or financial services settings is an asset; * Strong oral and written communication skills with strong attention to detail; * Strong organization skills and attention to detail; * Experience in calendar management and scheduling is an asset; * Proficiency in Microsoft Office Suite with the desire to learn new software; * The ability to work with and maintain confidential information; and * The ability to work in a fast-paced environment, delivering high efficiency and high-quality work. Hours of Work * 7 hours per day, 35 hours per week * Additional hours and overtime will be expected surrounding month end, quarter end, and filing deadlines. We thank all applicants for your interest in working for Wilkinson & Company LLP. Only those applicants who have been selected for an interview will be contacted. Additional Information: In accordance with the Accessibility for Ontarians with Disabilities Act, 2005 and the Ontario Human Rights Code, Wilkinson & Company will provide accommodations to applicants with disabilities throughout the recruitment and selection process. Please inform Human Resources of any accommodation(s) required, and we will work with you to ensure a fair and accessible recruitment experience. AI Usage: Artificial intelligence (AI) tools are not utilized for recruitment processes. Hiring decisions are made by our hiring managers and recruitment professionals.

What you’ll do

Provide administrative and executive-level support to firm leadership, including proofreading financial statements, managing documents and correspondence, and coordinating schedules and meetings. Serve as a client contact, handle CRA-related filings and queries, manage office logistics, and prepare and archive invoices and client materials.

Requirements

Applicants should have 3–5 years of administrative experience, with 1–2 years of executive-assistant-level support preferred; a business or office administration diploma or related experience is an asset. Strong communication, organization, attention to detail, Microsoft Office proficiency, confidentiality, and the ability to work efficiently in a fast-paced environment are expected.

Listed skills

• Customer service · Preferred
• Organization · Preferred
• Administrative Support · Preferred
• Attention to detail · Preferred
• Microsoft Office · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Administrative Support
• Executive-Level Support
• Proofreading
• Document Management
• Client Service
• Correspondence Drafting and Editing
• Calendar Management
• Meeting Coordination
• Deadline Tracking
• Microsoft Office
• Organization
• Written and Oral Communication
• Confidentiality
• Attention to Detail
• Financial Document Preparation
• Invoicing
• Communication
• Leadership
• Detail Oriented
• Financial Services
• Organizational Skills
• Willingness To Learn
• Financial Statements
• Office Administration
• Scheduling
• Accounting
• Filing
• Spreadsheets
• Deposit Accounts
• Tax Documentation

Job areas

• Administrative
• Finance & Accounting
• Customer Service & Support
• Administrative Assistant
• Office / Administrative Assistant (General)
• Administrative and Executive Secretaries
• Secretaries and Administrative Assistants, Except Legal, Medical, and Executive