Administrative Assistant

McColl Turner LLP; Fredericton; On-site; CAD 40,000 - 60,000; Full time

Job summary

A professional services firm in Fredericton seeks an administrative support professional to assist management and enhance client interactions. The role involves various responsibilities including scheduling, billing management, and data entry in Microsoft Dynamics 365. Ideal candidates will have office administration experience, strong organizational skills, and proficiency in standard software applications. This position offers a range of benefits including profit sharing and flexible work options.

Benefits

Profit sharing

Flex days

RRSP contributions

Wellness benefits

Work from anywhere in Canada in summer

Qualifications

• 2-4 years of administrative experience preferred.
• Ability to anticipate needs of colleagues and clients.
• Legally eligible to register for an online RepID account with the Canada Revenue Agency.

Responsibilities

• Manage dynamic growing practices with practitioners.
• Prepare letters and reports in compliance with Firm standards.
• Enter and maintain client data using Microsoft Dynamics 365.

Skills

Office Administration experience

Proficiency in Word, Excel, Outlook, PowerPoint

Organizational and multitasking abilities

Strong communication skills

Attention to detail

Education

High school diploma

Office Administration program

Tools

Microsoft Dynamics 365

TaxPrep

CaseWare

Job description

Office Location: Fredericton, NB. Alternate Location. Requisition #11255.

Who We Are

You know those big cities that still feel like small towns? Where everyone’s friendly and helps each other out? That’s like Doane Grant Thornton. We’re a large and growing professional services firm that still feels like a community. We employ about 3000 people across Canada, and we truly care about our colleagues, our clients and the communities where we work and live. We’re building a thriving organization that’s purpose driven and values your contributions.

This role directly supports a Partner – Assurance and a Senior Manager – Independent Business Group in our Fredericton office, and by extension, the team in our New Brunswick Business Unit (NBBU) and colleagues in our Fredericton office. You will also support client interactions and execute on client deliverables to create the best client experience.

Responsibilities

• Work directly with Practitioners to help manage their dynamic growing practices.
• Schedule, liaise, and communicate with others, including clients, to proactively prepare information in advance of meetings and deadlines.
• Receive, distribute, redirect, and respond to mail, email, telephone calls, reports, and other material. Ensure appropriate follow up action is taken where required to meet deadlines.
• Prepare letters and reports using Firm templates in compliance with Firm standards, including proofreading, reviewing, and verifying quality and content before finalizing any client deliverables.
• Assemble and file year-end and tax packages for clients, including facilitating electronic or in-person signatures and utilizing a variety of filing methods, including e-filing, uploading through portals, and courier.
• Enter and maintain client data using Microsoft Dynamics 365 software, create jobs in D365, roll forward jobs/files, and archive as appropriate for the engagement.
• Manage the billing process for Practitioners, including drafting and sending invoices to clients.
• Prepare and track expense claim submissions.
• Occasional reception coverage.
• Participate in the development of internal systems and processes and in projects with others within the NBBU.
• Coordinate internal and external meetings, room bookings, video conferences, and in-office events.
• Additional responsibilities as assigned.

Qualifications

• Successful completion of an Office Administration program or 2-4 years of experience in an administrative role (experience in a professional services firm is preferred). A minimum of a high school diploma is required.
• Proficiency in Word, Excel, Outlook, and PowerPoint with an aptitude to learn standard Firm software (e.g., TaxPrep, CaseWare, Visio) and other relevant applications and equipment.
• Excellent organizational and multitasking abilities; ability to manage multiple responsibilities and maintain office efficiency.
• Strong communication and interpersonal skills; role involves frequent interaction with colleagues and clients.
• Keen attention to detail and a proactive approach; ability to anticipate needs of colleagues and clients.
• Knowledge of a CRM platform (e.g., Microsoft Dynamics D365) is desirable.
• Capable of meeting tight deadlines on multiple projects.
• Able to maintain confidentiality with sensitive matters.
• Available to work some overtime throughout the year.
• Must be legally eligible to register for an online RepID account with the Canada Revenue Agency.

What’s in it for you

Profit sharing, Flex days, RRSP contributions, Firmwide holiday closure, Wellness benefits, Concierge-like benefits, Work from anywhere in Canada in the summer for 4 weeks, and more.

Our culture shines when we connect in person, with teams often working together in the office 4 days per week.

Are you ready to Discover Your Purple?

Doane Grant Thornton is committed to employment equity, human rights and respectful workplace principles throughout the life cycle of employment. We welcome applications from all equity-deserving groups. If you require accommodation in the recruitment process, please email [e-mail] and we will work with you to meet your accommodation needs.