Currently hiring for:

Customer Service Specialist

Accounting Technician/Bookkeeper

Customer Service Specialist

MW&CO – Woodstock, ON

MW&CO Wealth Management is currently recruiting for a highly-organized, professional, and friendly Customer Service Specialist in our Woodstock office.

The Customer Service Specialist will provide administrative support to the Wealth management team and be instrumental in ensuring the delivery of an exceptional client experience for our Wealth Management clients.

Principal duties and responsibilities

• Processing and reviewing daily business transactions regarding client accounts
• Preparing account opening documents and coordinating opening with clients
• Preparing and maintaining client files, paperwork, and meeting notes
• Assisting and coordinating our marketing efforts with our Financial Planning, Accounting, and Wealth Management Partners
• Maintaining appointment schedules and confirming client appointments
• Maintaining and updating our CRM (Customer Relationship Management) platform
• Sorting and distributing incoming mail and preparing outgoing mail
• Managing office supply inventory
• Regulatory and compliance tracking and follow up
• Other tasks as required

The successful candidate will have:

• Post-secondary education, preferably in business, office administration, accounting, financial planning or equivalent experience
• Ability to write and format correspondences, including emails and letters
• Excellent customer service skills and experience with superior telephone manners and strong interpersonal skills
• Excellent time management, problem-solving, and communication (oral, written and interpersonal) skills
• Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook, Maximizer (CRM)
• Experience working in a highly regulated environment
• Life License Qualification Program (or willingness to learn) is an asset
• Experience in financial markets and wealth management is an asset

Kindly submit applications via email addressed to:

Christine Cooper

MW&CO Wealth Management

1321 Dundas Street

Woodstock, ON N4S 7V9

mwcowealth@mwcowealth.com

Accounting Technician/Bookkeeper

MW&CO – Woodstock, ON

Salary

• Salary negotiable based on experience
• Group benefits available
• Pension plan

Job type

• Permanent, Full-Time

Firm description

MW&CO is a progressive, regional professional services firm offering services in public accounting, financial planning, and estate tax management. We are a rapidly growing practice, providing great opportunities in accounting, tax, and finance through our various departments and integrated corporate entities.

We are seeking an enthusiastic, committed accounting technician to join our team. We offer fully paid group benefits, including medical and dental coverage, and a matching contribution pension plan.  Our firm also offers a variety of challenging tasks and client experiences ranging from individual, to small business, to large corporate groups.

General summary

The candidate who fills this position will be responsible for the provision of general public accounting services to clients of the Firm. This position offers opportunities for challenge and personal growth in a friendly, flexible team atmosphere. 

Principal duties and responsibilities

• Bookkeeping and Year End Engagements
  • Perform bookkeeping required to complete year end engagement files and financial statements
  • Complete required client reporting for monthly, quarterly or annual deadlines
  • Formulate recommendations to clients for consideration by manager or partner
• Income Tax Compliance
  • Assist with preparation of personal and corporate income tax returns
  • Prepare other returns as required (HST, Employer Remittances, WSIB, T4, T5)
• Personal Development
  • Maintain technical proficiency through professional development courses and general awareness of current issues
  • Develop and maintain “soft skills” through reading, development courses and on-the-job application
  • Adhere to the ethical standards of Canadian Institute of Chartered Professional Accountants and those implicit within MW&CO

Job requirements (qualifications, experience, and preferred attributes):

• Competent with numbers, analysis and reporting

• Bookkeeping experience required

• Experience performing income tax preparation an asset

• Completion of post-secondary accounting diploma, certificate, or courses an asset

• Experience with bookkeeping software application(s), such as Sage, Quickbooks, QBO and/or AgExpert preferred

• Excellent oral and written communication skills, problem-solving abilities, strong initiative and attention to detail

Kindly submit applications via email addressed to:

Stephanie Riehl, Process Coordinator

MW&CO

1321 Dundas Street

Woodstock, ON N4S 7V9

hr@mwcopc.com

We thank all candidates in advance, but only those considered for an interview will be contacted.

Join Our Team:

We offer you a career, not a job opportunity.

Grow your skills, expand your experience and become a part of a team that cares!

Enjoy being a part of a supportive team of accounting, business advisory, tax and financial planning professionals who are committed to their clients, their community and each other. 

We work for our people as much as they work for us because, at MW&CO, people really do count.

What It’s Like to Work Here

We believe that a safe, open and approachable environment is the key to our success – and yours.  The space and freedom to ask questions, learn from mistakes and make suggestions gives our staff the opportunity to continually grow and improve their roles. 

Need proof? Ask our staff:

"MW&CO has created an ideal environment for a co-op student. Opportunities to learn are plentiful, there is a strong support network, and flexibility is offered to maintain a balance between work and personal responsibilities." - Vlad, Co-Op Student, Brock University.

"I began my employment at MW&CO working as the front desk receptionist. Looking to learn more about the business, I was constantly encouraged to take courses and learn about the aspects of the office that interested me the most. This has led to a new role and new opportunities to continue to grow within the firm." - Christy, Client Services Coordinator, MW&CO Wealth Management.

Career Opportunities for Students

At MW&CO, we offer a diverse working experience for co-op students and new graduates, including opportunities for you to get involved in interesting projects across a number of industries.  You get hands-on experience to practice new skills with the latest technology and innovative practices. Our team of experienced professionals mentor you through the process by providing education and training at all levels.  We also provide competitive financial support as well as CFE preparation and support programs.

Interested?

Send your resume and a cover letter to hr@mwcopc.com