Senior Administrative Professional, Credits & Incentives

BDO Canada LLP; Vancouver; Hybrid; CAD 45,000 - 75,000; Full time

Benefits offered by this job

Competitive compensation

Benefits from day one

Flexible personal time off

Wellbeing reimbursement

Inclusive workplace

Hybrid work model

Job summary

BDO Canada LLP in Vancouver is seeking a Senior Administrative Professional to join our Credits and Incentives team. You will support a team of Partners and Professionals, manage onboarding, and coordinate client acceptance procedures.

The role requires strong Microsoft Office skills, ability to handle confidential information, and a client-service mindset. You will draft documents, track CRA requests, and maintain CRM data to ensure efficient service delivery.

Qualifications

• Senior admin or similar role experience.
• Office Admin diploma or equivalent considered an asset.
• Experience at a professional services firm an asset.
• Strong MS Office skills (Word, Excel, Outlook).
• Ability to prioritize and manage multiple tasks.

Responsibilities

• Support business development by coordinating meetings and client onboarding.
• Onboard new clients including CRA access and client portal setup.
• Draft, review and file documents related to CRA requests.
• Maintain Excel sheets and CRM records with up-to-date information.
• Assist Partners and Professionals with scheduling and meetings.
• Provide input on drafts and ensure high-quality written work.

Skills

Senior administration

Office admin diploma

Professional services exp

Microsoft Office (Word Excel Outlook)

CRM data handling

Education

Office Administration diploma

Tools

Microsoft Dynamics CRM

Job description

Putting people first, every day BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a people-first culture with a high priority on your personal and professional growth.

Your Opportunity

Our Vancouver Office is looking for a Senior Administrative Professional to join our Credits and Incentives team. This is for an existing vacancy, and the successful candidate will own the following responsibilities:

• Support business development by coordinating meetings for inbound requests for new business and initiating our internal client acceptance procedures
• Onboarding new clients, including ensuring access to CRA My Business Account Portal and BDO's Client Portal
• Perform administrative tasks related to the department's ongoing operations, such as:
  • Drafting documents, contracts, requests for information
  • Reviewing and uploading responses to official CRA requests
  • Coordinating with the firm to ensure claims are filed, and status sheets are up to date
  • Accessing and updating information in Excel worksheets and Microsoft Dynamics Customer Relationship Management (CRM) systems
• Support a team of Partners and Professionals, which may include planning and organizing internal appointments, conferences, and meetings.
• Contribute positively by reviewing, copy editing, and providing input and oversight on technical and financial drafts prepared by others.
• Communicating and exchanging information with other departments and firm resources.

How do we define success for your role?

• You demonstrate BDO's core values through all aspects of your work: Integrity, Respect and Collaboration
• You understand your clients’ industry, challenges, and opportunities; clients describe you as positive, professional, and delivering high quality work
• You identify, recommend, and are focused on effective service delivery to your clients
• You share in an inclusive and engaging work environment that develops, retains and attracts talent
• You actively participate in the adoption of digital tools and strategies to drive an innovative workplace
• You grow your expertise through learning and professional development

Your experience and education

• You have experience working in a senior administrative or similar role
• You have an Office Administration diploma or other relevant education an asset
• Prior working experience at a professional services firm an asset
• You have thorough knowledge of Microsoft Office computer programs (Word, Excel, and Outlook)
• You have the ability to prioritize workload and the flexibility to manage multiple tasks
• You are able to work quickly and take on more responsibilities over time
• You have the ability to work in a deadline-driven work setting and deal with confidential information
• You have strong problem solving, analytical, and communication skills both written and oral
• You value teamwork, client service, and quality in detailed work
• You have excellent written and oral communication

The expected salary range for this position is $45,000 - $75,000 annually

Why BDO?

Our people-first approach to talent has earned us a spot among Canada’s Top 100 Employers for 2026. This recognition is a milestone we’re thrilled to add to our collection of awards for both experienced and student talent experiences.

At BDO, our people experience is guided by three core pillars—Do work with genuine care, Do what matters with purpose, and Do what’s next - shaping how we support our people, serve our clients, and grow together.

Our firm is committed to providing an environment where you can be successful in the following ways:

• We enable you to engage with how we change and evolve, being a key contributor to the success and growth of BDO in Canada.
• We help you become a better professional within our services, industries, and markets with extensive opportunities for learning and development.
• We support your achievement of personal goals outside of the office and making an impact on your community.
• We foster a collaborative, inclusive environment where your ideas are valued, and you can do your best work with genuine care and purpose.
• We encourage innovation and forward thinking, empowering you to embrace what’s next and help shape the future of our firm.
• Giving back adds up: Where company meets community. BDO is actively involved in our communities by supporting local charity initiatives. We support staff with local and national events where you will be given the opportunity to contribute to your community.

Total rewards that matter:

• We pay for performance with competitive total cash compensation that recognizes and rewards your contribution.
• We provide comprehensive benefits from day one, and a flexible personal time off policy.
• We’re committed to supporting your overall wellbeing and provide reimbursement for wellness initiatives that fit your lifestyle.
• Everyone counts: We are committed to creating a workplace where employees can participate fully, contribute meaningfully and succeed without barriers.
• We are dedicated to fostering a workplace defined by respect, fairness, and a true sense of belonging for everyone.
• We recognize and celebrate the unique experiences, identities, and perspectives that each of us bring – and that these experiences strengthen how we work together.
• Our commitment extends to ensuring that our application process is both inclusive and accessible.
• If you require accommodation to complete the application process, please contact us.

Flexibility: All BDO personnel are expected to spend some of their time working in the office, at the client site, and virtually unless accommodations or alternative work arrangements are in place. Our model is a blended approach designed to support the flexible needs of our people, the firm and our clients. It’s about creating work experiences that meet everyone’s needs and providing flexibility to adjust when, where and how we work to meet the expectations of our role.

Code of Conduct: Our Code of Conduct sets clear standards for how we conduct business. It reflects our shared values and commitments and includes guiding principles to help us make ethical decisions and maintain trust with each other, our clients, and the public. BDO may use artificial intelligence enabled tools to support certain aspects of the recruitment process. While these tools assist our teams, our use of AI does not replace human decision making, and all employment-related outcomes are made by BDO personnel.

More information on BDO Canada’s Privacy Policy can be found here: Privacy Policy | BDO Canada

Nous considérons qu'il est essentiel que nos gens puissent réaliser leur potentiel, nourrir leur passion et renforcer leur avantage concurrentiel. Qu'il s'agisse de notre vaste clientèle ou de notre bassin de talents en pleine croissance, nos gens sont au cœur des activités de BDO. Notre expérience talent primée continue de faire notre fierté. L’ouverture et la collaboration définissent notre culture. Nous favorisons l’inclusion et célébrons la diversité de tous nos collaborateurs. Nous prônons le respect de chacun, le maintien de l’intégrité et la possibilité d’être pleinement soi-même.