Client Services Administrator

McLaren Trefanenko Inc., CPA's

New Westminster

On-site

CAD 52,000 - 65,000

Full time

14 days+

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Benefits offered by this job

Competitive compensation
Extended health benefits
RRSP matching contributions
Paid sick leave
Professional development and learning 
A collaborative and engaging workplace

Job summary

McLaren Trefanenko Inc. in New Westminster, BC, is seeking a Client Services Administrator for an in-office role. This permanent, full-time position supports a team of CPAs and office operations starting August/September 2026.

As a detail-oriented professional with strong English communication, you will manage client files, document workflows in a paperless environment, prepare client-ready packages, assist reception, and help coordinate projects within a collaborative, growth-focused firm.

Qualifications

  • Experience with document management in a paperless environment.

Responsibilities

  • Administration of client files
  • Document management librarianship
  • Quality control of documents
  • Prepare client-ready packages
  • Reception support
  • Memo and letter writing
  • Client contacts
  • Project coordination

Skills

Proofreading
English proficiency
Attention to detail
Team player

Tools

Microsoft Office 365
Teams
Document Management Systems
QuickBooks Online
CaseWare
CaseView
Jazz-IT
TaxCycle
PayWorks
Dext

Job description

Client Services Administrator - In-Office Position
Job #2607-01
Permanent, Full-Time starting August/September 2026
About McLaren Trefanenko Inc.

McLaren Trefanenko Inc. (MTI) is a well-established and growing Chartered Professional Accounting firm located in New Westminster. For over 40 years, we have proudly served clients across British Columbia. We are forward-thinking and embrace technology to enhance efficiency for both our clients and staff. Our team fosters a close-knit, collaborative environment where we work hard, support each other, and prioritize client success. We look forward to welcoming a new team member who will contribute to our positive and dynamic culture.

About You

You are seeking an in-office administrative position supporting a team of accountants. Your peers and supervisors have described you as a team player, self-driven and focused. You are a quick learner, hard-working, and thrive in a fast-paced environment. You are competent and eager to take on challenges related to new technology. You are excited to share your experience relating to document management in a paperless environment.

You have impressive communication skills, including excellent oral and written English. You take pride in what you do. You value and strive to produce high-quality, professional business documents. Your teammates are jealous of your keen eye for detail, which has made you an exceptional proofreader.

You align with our core values of respect, integrity, and collaboration. You want to work for a firm that provides staff with training and support. You want to be part of a team of professionals who see the importance of giving back to the community and value a fun workplace.

Your Ideal Workday Includes:
  • Administration of client files
  • Document management librarianship
  • Quality control of documents
  • Prepare client-ready packages
  • Reception support
  • Memo and letter writing
  • Client contacts
  • Project coordination
Our Technology Stack

We are a paperless office and utilize the following software:

  • Microsoft Office 365 & Teams
  • Document Management Systems
  • QuickBooks Online
  • CaseWare / CaseView / Jazz-IT
  • TaxCycle
  • PayWorks
  • Dext
What We Offer
  • Competitive compensation
  • Extended health benefits
  • RRSP matching contributions
  • Paid sick leave
  • Professional development and learning opportunities
  • A collaborative and engaging workplace culture
Additional Requirements

The successful candidate will be required to complete:

  • A criminal record check
  • Reference checks
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