Duties and Responsibilities:

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  Greet clients and visitors warmly, ensuring a welcoming office environment.

  
  


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  Answer phone calls, take messages, and direct inquiries to the appropriate department.

  
  


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  Provide virtual and in-person training support as needed.

  
  

  Assist with general office administration, including filing, generating reports, and setting up meetings.

  
  


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  Follow up with prospective clients for various programs offered by the company.

  
  


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  Assist in conducting quarterly telephone audits.

  
  


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  Assist with preparation and logistics for seminars and training sessions.

  
  


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  Ensure timely and accurate updates to the company CRM to maintain reliable records.

  
  


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  Accurately record financial transactions, including but not limited to invoices, expenses, and receipts into the accounting software (QuickBooks). 

  
  


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  Assist with the preparation of customer invoices, monitor accounts receivable, including calling, and follow up on outstanding balances.

  
  


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  Preparation of receipts for customers.

  
  


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  Follow up calls with Who’s Who Clients for confirmations, artwork, etc.

  
  


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  Follow up calls for International Business Conference sales.

  
  


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  Prepare and submit daily progress reports.

  
  

Requirements:

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  Completion of Level 1 CAT or higher.

  
  


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  Knowledge in accounting with at least 1-2 years of similar experience.

  
  


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  Experience in QuickBooks accounting would be an asset.

  
  


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  Attentive to detail.

  
  


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  Excellent verbal and written communication.