About Cardinal Point

Cardinal Point is a high growth, fast paced independent private wealth management firm with offices in Canada and the US. We focus on providing personalized investment, estate, tax and cross border financial planning solutions to affluent individuals and families and specialized financial representation for professional athletes. We are looking for a full-time bookkeeper to join our team to provide accounting support at our head office in Toronto. ‘

Responsibilities

As a Bookkeeper at a high-growth company, you will be working closely with our controller and Chief Operating Officer, to provide the necessary support with accounting and bookkeeping. This includes critical functions to keep the company running smoothly.

• Receive and process payments, accounts receivable, accounts payable.

• Prepare and complete reconciliations of bank statements

• Maintain and update accounting records, including general ledger, payroll, bank reconciliations, client reconciliations, sales tax reconciliation, etc.

• Assist with budgeting and financial forecasting.

Qualifications

• 1+ years of accounting, bookkeeping, or operations experience

• Proficiency with Excel and data-entry with meticulous attention to detail

• Experience with one or more accounting systems (e.g. Quickbooks, Xero, etc.)

• Impeccable written and verbal communication skills (English) with samples of content

• A university/college/post-secondary degree is a must, recent graduates welcome

Workplace Benefits

• Employee health care plan

• Accessible office, directly connected to TTC subway

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Our Ideal Candidate

We are looking for someone to join our team who is ambitious, a hard worker, thrive in an environment where you are required to solve problems, and where you want to thrive and grow along with a growing firm. • This is a full-time in-person role at our head office in Toronto

Cardinal Point Wealth Management

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