Fredericton Nb Data entry clerk Jobs – 3 Openings This Week

Administrative and Operations Assistant
Plugged-IN CPA Accounting and Tax —Fredericton, NB
- $17–$19 an hour
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Flexible schedule
Quick apply
3h
Receptionist
The John Howard Society of Fredericton, Inc. —Fredericton, NB
- $22 an hour
- Full-time
- Heavy lifting
- Customer service
- Microsoft Office
- Dental care
- Paid time off
Quick apply
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Gymnastics Receptionist
Kingswood Entertainment —Hanwell, NB
- From $17 an hour
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Dental care
Quick apply

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Administrative and Operations Assistant

Plugged-IN CPA Accounting and Tax
Fredericton, NB

Quick apply

Job details

Part-time
$17–$19 an hour
3 hours ago

Qualifications

Microsoft Word
Microsoft Excel
Microsoft Outlook
Customer service
Filing
Microsoft Office
Administrative experience
Accounting
Data entry
Organizational skills
Computer skills
Typing
Clerical experience
Office management
Proofreading
Phone etiquette
Business
Accounting
Office experience

Full job description

Overview

We are seeking a detail-oriented and organized Administrative and Operations Assistant to support our office functions and daily operations. This role is vital in ensuring smooth administrative workflows, providing excellent customer service, and maintaining efficient office procedures. The ideal candidate will have strong computer skills, experience with office management tools, and a professional demeanor to handle various clerical tasks with accuracy and efficiency. If you're someone who enjoys keeping things organized, improving processes, and supporting a busy team, we'd love to hear from you!

Duties

Tax File Administration

Roll forward tax files and engagement templates for upcoming tax seasons.
Create and maintain tax jobs within the practice management system.
Monitor tax workflow stages and update file statuses accordingly
Ensure follow up with client’ documentation for preparer review.

CRA & Government Correspondence Support

Download CRA documents and correspondence through authorized access.
Retrieve Notices of Assessment, T-slips, installment information, and other tax-related documents.
Track outstanding CRA requests and follow up where required.
Escalate issues requiring professional review.

Client Document Collection & Follow-Up

Prepare and send annual tax information request lists.
Follow up with clients regarding outstanding documents and information.
Monitor client portal uploads and document submissions.
Ensure client information is complete before assigning files for preparation.
Maintain communication logs and follow-up schedules.
Assist clients with portal access and document submission issues.

Practice Management & Database Maintenance

Maintain accurate client records in XPM.
Update client contact information and engagement details.
Ensure jobs, budgets, due dates, and workflow statuses are current.
Assist with client onboarding and profile updates.
Monitor and maintain tax season tracking reports.

Reporting & Meeting Coordination

Prepare monthly deadline reports for management.
Track filing deadlines and identify at-risk engagements.
Review job status with meeting dates
Assist with workload and capacity tracking.

Document Management

Scan, upload, and organize paper documents where applicable.
Ensure electronic files are properly named and stored.
Maintain document retention and filing procedures.
Verify that supporting documentation has been received and uploaded to the appropriate file.

Administrative Support

Assist with client correspondence and engagement administration.
Monitor shared inboxes and direct inquiries appropriately.
Assist with onboarding and offboarding administrative tasks.
Prepare monthly invoices
Support administrative projects and improvement initiatives as assigned.
Create and maintain tax jobs within the practice management system.
Ensure follow up with client’ documentation for preparer review.
Monitor tax workflow stages and update file statuses accordingly.

Qualifications

Proven clerical or administrative experience in an office setting preferred
Experience in an accounting firm, tax environment, or professional services office considered an asset.
Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and Google Workspace applications
Strong computer skills including data entry, typing accuracy, and document proofreading
Excellent organizational skills with the ability to manage multiple tasks efficiently
Exceptional customer service skills with professional phone etiquette
Diploma or certificate in Business Administration, Office Administration, Accounting, or related field preferred.

Pay: $17.00-$19.00 per hour

Benefits:

Company events
Flexible schedule
On-site parking

Work Location: In person

Quick apply

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