Client Document Administrator

RHN CPA; Vancouver; On-site; CAD 48,000 - 57,000; Full time

Job summary

A professional accounting firm in Vancouver seeks a Detail-Oriented Client Document Administrator. In this in-office position, you will produce error-free financial documents, maintain organization, and support administrative tasks. Ideal candidates have 2-3 years in a professional setting and strong Microsoft Office skills. Join us and grow personally and professionally in a supportive environment.

Benefits

Professional development opportunities

Supportive work culture

Recognition for excellence

Qualifications

• 2 to 3 years of prior work experience in a professional office setting.
• Ability to strictly adhere to established policies and procedures.
• Results-driven, action-oriented self-starter who excels both independently and as part of a team.

Responsibilities

• Manage document requests efficiently and meet deadlines.
• Ensure compliance with formatting and accuracy standards.
• Produce electronic and hardcopy documents for clients.

Skills

Attention to detail

Proficiency in English

Microsoft Office skills

Proofreading skills

Time management

Education

Post-secondary diploma or degree in a related field

Job description

Location: Vancouver, BC
In office only – Remote not available for this position

Salary range: $48,000-$57,000 annual

Join Our Team as a Detail-Oriented Client Document Administrator

Are you a detail-oriented individual with a passion for maintaining impeccable document standards? RHN CPA is seeking an enthusiastic and confident Client Document Administrator to support our professional staff in presenting financial documents according to our firm's exacting standards. If you have an eye for detail, thrive in an organized environment, and excel in delivering error-free, professional documents, we want you on our team.

Key Responsibilities:

Client Document Production:

• Manage your workload efficiently and meet deadlines effectively.
• Ensure each document request is meticulously organized and follows established procedures.
• Review documents provided by the accounting team, ensuring adherence to formatting and accuracy standards.
• Produce both electronic and hardcopy packages for clients and governmental reporting bodies, maintaining our corporate image.
• Deliver final products to the Director for review and sign-off after careful review.
• Coordinate exit meetings with clients and manage relevant administrative tasks.
• Maintain online tracking, file room, and supplies to ensure smooth operations.

Document Management:

• Archive documents in our efficient electronic document management system.
• Scan and archive other documents promptly.
• Maintain a well-organized filing system for client files.
• Handle the electronic filing forms to CRA when necessary.
• Ensure accurate and timely file transfers to internal and external stakeholders.
• Finalize and archive completed files and documents accurately in both paper and electronic formats.
• Participate in the creation and revision of documentation procedures and policies, providing valuable feedback.
• Maintain an electronic document log and assess the performance of our document management software.

Administrative Support:

• Electronically file completed forms with associated agencies.
• Act as a backup for incoming phone calls.
• Provide support to reception, including coordinating client meetings when needed.
• Undertake other administrative duties as required.

Qualifications and Skills:

• Exceptional eye for detail, spelling, accurate typing, and proofreading skills.
• Demonstrated proficiency in the English language.
• Excellent knowledge of Microsoft Office and a high aptitude for new software technology.
• Previous experience in archiving or data digitizing and experience in editing and proofreading documents are assets.
• 2 to 3 years of prior work experience in a professional office setting.
• Post-secondary diploma or degree in a related field.
• Ability to strictly adhere to established policies and procedures.
• Excellent time management skills.
• Results-driven, action-oriented self-starter who excels both independently and as part of a team.

About RHN CPA:

Servicing clients for 70 years, our four offices across BC confidently provide Audit, Review, Compilation, Tax and Consulting services. We proudly serve a diverse range of clients, including businesses, First Nations, Strata corporations, Wineries and Vineyards, and Not-for-Profits. RHN is the proud recipient of the 2020 Outstanding Workplace of the Year award and the 2017 Mid-Size Business of the Year Award presented by the Richmond Chamber of Commerce. We hold an esteemed reputation among business leaders through the quality of our advice, depth of knowledge, excellence in service and our staff cohesion.

Our core values are Communications, Trust, Respect and Service. We respect and care about our staff, and we believe in growing people from within. We are committed to a culture that empowers you to grow, develop, and become a better you. With the support to help you advance personally and professionally, there’s no limit to what you can achieve at RHN CPA.