Job Description
Your role:
- Respond professionally to client and staff inquiries by phone, email, or in person
- Assemble financial documents, reports, and correspondence in line with firm quality standards
- Develop client communications in relation to tax season and other informative topics throughout the year
- Coordinate timely delivery of client work and maintain client database as required
- Maintain and update the client database and documentation
- Collaborate with team members to enhance efficiencies, adopt best practices, and leverage new technologies
What you bring to the table:
- Proven administrative or office assistant experience is an asset
- Advanced written and verbal communication skills
- Proficiency in MS Office (Word, Excel, Outlook)
- Attention to detail
- Experience working in the following programs is considered an asset: ShareFile, Quickbooks
Ready to Apply?
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