Carter Notary is a busy legal firm committed to providing high-value service in Real Estate, Wills and Estates, and Walk-in Notarizations. Celebrating 12 years in business, we have a tight-knight culture of teamwork, professionalism, and efficiency. Our Practice is active in the community and works with organizations that value locally owned and operated businesses that promote a healthy community and local economy.
Finance & Client Services Assistant – Victoria BC
Carter Notary is a busy and well-established notary practice providing high-value legal services in Real Estate Conveyancing, Wills and Estates, and Notarizations. We are a professional, collaborative office that values accuracy, integrity, and excellent client service. Our team works closely together in a supportive environment where attention to detail and accountability matter.
We are seeking a part-time Finance & Client Services Assistant who is interested in working within the legal industry. This role supports the office to manage ongoing financial requirements of a small business. The primary function is to assist with the day-to-day administration of financial records, support accounts processes, and contribute to up-to-date accurate and organized financial files and reporting. Also, the assistant will provide front service counter coverage and support during lunch periods and busy times.
This position is well suited to someone who is detail-oriented, organized and enjoys working in an active environment with shifting priorities. The successful candidate will be proactive, coachable, and confident handling financial and administrative tasks, while maintaining a professional and positive approach with clients and colleagues.
This is a part-time position with a starting wage of $27.00 per hour. The start date is immediate.
**Potential for additional hours in real estate season and or to work into a full-time position over time.
Contact Beverly at 250-383-4100 or [email protected]
Beverly Carter, Founder, CEO & Notary Public
Job Description: Finance & Client Services Assistant (Part-Time)
Reports to: Business Owner
Hours: Monday – Friday 11:45am-4:15pm
Salary: starts at $27.00 per hour
Starting date: Immediate
Position Summary:
The Finance & Client Services Assistant provides financial support in the overall management of financials and accounting, along with assisting the team at the front service counter. A key focus of this role is the accurate handling, monitoring, and processing of accounting invoices and records coming into and being paid out for operational purposes. The work is fundamental to the overall success to keeping accounting records up-to-date, ensure payable timelines are met, and meet regulatory requirements in the Notary legal practice.
General Duties:
- Greeting Clients
- Answering phones
- Inputting client information into our accounting system
- Creating invoices, receiving payments
- Managing our accounting inbox
- Ensuring payables and receivables are up-to-date
- Perform industry financial and banking transactions
- Supporting front counter and notarizations, and general client intake
- Other administrative task as required.
Qualifications and Abilities:
- University Degree or demonstrated relevant experience.
- Excellent verbal communication and phone skills.
- Technical skills including Microsoft Office Suite Outlook, Calendar, Word, Excel
- Strong work organizational skills with ability to prioritize and remain task focused.
- Well-honed written and verbal communication with a keen eye for spelling and grammar
- Good mathematical and numeracy skills.
Mandatory:
Driver’s licence
Applications:
Cover letter and resume by email to [email protected]