Bookkeeping, Personal and Corporate Returns at CASSTAX (2023-10 – Present)
- Assembling financial statements, documents for signatures and client packages
- Responsible for archiving all documents
- Ensuring client and corporation payments to the Receiver General and CRA are paid on time
- Filing tax returns (Personal and Corporation)
- Contacting the CRA through represent a client, online and on the phone
- Helping clients open CRA accounts
- Answering all incoming calls while monitoring and booking appointments for accountant
- Writing company letters to lawyers, clients, corporations, and government officials
- Accounts Receivables
- Working overtime when required
- Filing numerically and alphabetically
Legal Receptionist/Legal Assistant at SIMONIN LAW (2025-01 – 2025-10)
- Answering all incoming calls while monitoring and booking appointments
- Print Trust Cheques and handle Trust Deposits
- Verifying client ID
- Post and deposit payments
- Assemble Will Packages
- Draft reporting letters
- Scan and archive documents into file
- Responsible for petty cash
- Responsible for incoming and outgoing mail
- Ensuring clients feel welcomed and are seen in a timely manner
- Setting up board room for meetings and ensuring staff has the proper file and materials needed
Accounting Firm Administrative Assistant at TRANSCEND LLP (2021-09 – 2024-12)
- Answering all incoming calls while monitoring and booking appointments for Bookkeepers and Accountants
- Open and closing duties
- Writing company letters to lawyers, clients, corporations, and government officials
- Accounts Receivables – invoicing clients and collection of payments
- Filing tax returns
- Setting up all board rooms for meetings and ensuring all staff has the proper file and materials needed
- Ensuring clients feel welcomed and are seen in a timely manner
- Assisting the executive assistant when required
- Working overtime when required
- Assembling financial statements, documents for signatures and client packages
- Responsible for archiving all documents
- Filing numerically and alphabetically
- Responsible for petty cash
- Responsible for incoming and outgoing mail
- Ensuring client and corporation payments to the Receiver General and Alberta Government are paid on time
- Contacting the CRA through represent a client, online and on the phone
- Help clients open CRA accounts
- Filing capital dividends
- Move misallocated payments
- Payroll
Medical Office Assistant at PREVENTOUS COLLABORATIVE HEALTH (2019-01 – 2021-09)
- Answering all incoming calls while monitoring and booking appointments for seven doctors
- Assisting doctors with paperwork; scanning documents to patient files
- Faxing referrals through EMR system and following up to ensure received
- Cleaning and disinfecting waiting room and coffee station
- Writing up company letters and collection of membership fees
- Ensuring our patients are seen in a timely manner by working closely with the nurses to keep our doctors on time
- In charge of billing Alberta Health Care
- Responsible for training new employees
- Emails/chatline/text line and care coordination
- Accounts Receivable
Receptionist/Office Manager at THE GRANITE GUYS (2009-05 – 2019-01)
- Helping the company reach target sales by working side by side with the shop manager and business owner, as well as meeting the expectations of clients and catering to their individual needs
- Analyzing mathematical data to provide clients with a precise calculation of the costs of materials and labor involved
- Scheduling appointments, production, installation and service calls
- Answering all incoming calls and directing them to the appropriate person, writing up company letters, processing financial transactions, authorizing returns and training new employees
- Maintaining the purchase order cycle, receive materials, order materials
- Accounts Receivables – invoicing clients and collection of payments
- Payroll
