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
...

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