Senior Administrative Assistant

RPMGlobal; Kamloops; Hybrid; CAD 50,000 - 67,000; Full time

Benefits offered by this job

Profit sharing

Flex days

RRSP contributions

Firmwide holiday closure

Wellness benefits

Concierge-like benefits

Work from anywhere in Canada in the夏 4

Job summary

Doane Grant Thornton in Kamloops is seeking a Senior Administrative Assistant to support Assurance and Tax teams with proactive client service and precise document preparation. You will manage client invoicing, WIP reporting, and filing coordination while maintaining CRM records and confidentiality.

The role requires 5+ years in a busy professional services setting and proficiency in Microsoft Office. Experience with CaseWare and TaxPrep is an asset, and flexibility to work extra hours during

Qualifications

• 5+ years of administrative experience in a busy professional services environment.
• Experience supporting accounting, bookkeeping, tax preparation, or financial statement processes; CaseWare and TaxPrep are assets.
• Strong organizational and prioritization skills with multiple deadlines in a fast-paced environment.
• Exceptional communication skills with a professional, client-focused approach to written and verbal interactions.
• Proficiency with Microsoft Office (Word, Excel, PowerPoint).
• Strong problem-solving skills, sound judgment, and initiative.
• Ability to work independently while collaborating across teams and maintaining confidentiality.
• Experience with CRM systems or Microsoft Dynamics 365; willingness to learn.
• Flexibility to work additional hours during peak periods to meet client needs.

Responsibilities

• Provide proactive administrative support to Assurance and Tax teams, acting as a key liaison for clients and helping deliver an exceptional client experience.
• Prepare, edit, and proofread professional client communications, reports, proposals, and financial documents to ensure accuracy and quality.
• Prepare financial statements and support the successful delivery of year-end engagements through file administration, CaseWare management, and tax filing coordination.
• Coordinate and manage client invoicing, billing administration, WIP reporting, and engagement-related documentation.
• Maintain client records and CRM systems, including new client and engagement setup and monitoring opportunities and leads.
• Manage CRA-related filings and correspondence, ensuring accuracy, compliance, and clear communication with clients.
• Respond to and triage client inquiries, proactively following up on requests and supporting Partners and Managers with client communications.
• Coordinate client meetings, Partner calendars, internal events, professional development sessions, and other office activities.
• Track engagement deadlines, prepare PBC ( Prepared By Client ) requests, and support teams in ensuring timely completion of client work.
• Provide general administrative support, including expense processing, meeting coordination, and other duties as required.

Skills

Administrative experience

Organizational skills

Communication skills

Microsoft Office

Problem-solving

Independence & teamwork

CRM systems / Dynamics 365

Overtime flexibility

Tools

CaseWare

TaxPrep

Microsoft Dynamics 365

Job description

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. Except here we’re all professionals and there isn’t a mayor or a general store. What we’re trying to say is that 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. That’s what’s most important to us. We’re building a thriving organization that’s purpose driven and still want to remember what your favourite milkshake flavour is.

As a Senior Administrative Assistant, your responsibilities will include:

• Provide proactive administrative support to Assurance and Tax teams, acting as a key liaison for clients and helping deliver an exceptional client experience.


• Prepare, edit, and proofread professional client communications, reports, proposals, and financial documents to ensure accuracy and quality.


• Prepare financial statements and support the successful delivery of year-end engagements through file administration, document preparation, CaseWare management, and tax filing coordination.


• Coordinate and manage client invoicing, billing administration, WIP reporting, and engagement-related documentation.


• Maintain client records and CRM systems, including new client and engagement setup and monitoring opportunities and leads.


• Manage CRA-related filings and correspondence, ensuring accuracy, compliance, and clear communication with clients.


• Respond to and triage client inquiries, proactively following up on requests and supporting Partners and Managers with client communications.


• Coordinate client meetings, Partner calendars, internal events, professional development sessions, and other office activities.


• Track engagement deadlines, prepare PBC ( Prepared By Client ) requests, and support teams in ensuring timely completion of client work.


• Provide general administrative support, including expense processing, meeting coordination, and other duties as required.

Doane Grant Thornton

If you’re a bit like us, you’re driven to connect with how others are feeling and thinking. Here we walk in others shoes before taking action. Just imagine being part of a team that puts “we before me”, where flexAbility is a mindset, and where you trust your colleagues to have your back. At Doane Grant Thornton, you’ll work with inspiring leaders who support your development, both personally and professionally. This is a place where your insatiable curiosity enables you to think, see and hear from a variety of perspectives, a place where every day is different and having the courage to grow is part of who you are. And when all this comes together, well that’s when the magic happens!

Want to learn more about who we are and how we live our purple every day? Read our colleagues’ stories at www.discoveryourpurple.ca

Think you’ve got what it takes to be a Senior Administrative Assistant? Like the colour purple? Great. Here's a few more boxes we’re also hoping you can tick:

• 5+ years of administrative experience in a busy professional services environment.


• Experience supporting accounting, bookkeeping, tax preparation, or financial statement processes. Experience with CaseWare and TaxPrep is an asset.


• Strong organizational and prioritization skills, with the ability to manage multiple client deadlines in a fast-paced environment.


• Exceptional communication skills, with a professional, client-focused approach to both written and verbal interactions.


• Proficiency with Microsoft Office (Word, Excel, and PowerPoint), producing polished and accurate client-ready work.


• Strong problem-solving skills, sound judgment, and the ability to anticipate needs and take initiative.


• Ability to work independently while collaborating effectively across teams and maintaining strict confidentiality.


• Experience with CRM systems and/or Microsoft Dynamics 365 is an asset, along with a willingness to learn and continuously develop new skills.


• Flexibility to work additional hours during peak periods to meet client needs

At Doane Grant Thornton we’re focused on making a difference in the lives of our clients, our colleagues and our communities. That’s our purpose. Or, as we like to say, living our purple.

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!

At Doane Grant Thornton, we believe compensation should reflect more than just market data—it should reflect you. We’re serious about compensation. We benchmark regularly across a wide spectrum of roles, industries, sectors, and levels to ensure our ranges are both competitive and current. But we don’t stop there. We also consider the unique strengths, experiences, and impact each individual brings to the table. Our salary ranges are reviewed annually, and where you land within the range depends on a mix of factors—your background, your skills, and how your contributions align with internal equity. To help start the conversation, the current salary range for this role is $50,000–$67,200 in Kamloops. If the role is available in other locations, the range may differ to reflect local market factors.

Our special culture shines through when we have the opportunity to connect in person. That’s why we’re working in a model where teams are required to be together in the office 4 days per week.

Are you ready to Discover Your Purple?