Tax Prep Ops Associate — Client-Centric Process Lead

Raymond James Ltd.; Vancouver; On-site; CAD 50,000 - 55,000; Full time

Benefits offered by this job

Health Benefits

RRSP Matching Program

Employee Stock Purchase Plan

Paid Time Off

Volunteer Days

Discretionary Bonuses

Tuition Reimbursement

Job summary

A financial services company seeks an organized and detail-oriented administrative professional. This full-time role involves supporting the Tax Preparation Services team by managing communications, documentation, and client interactions. The ideal candidate will have strong MS Office skills and experience in a professional services environment. A competitive salary of $50,000-$55,000 plus performance bonuses is offered, alongside various benefits. Candidates proficient in French will have an advantage.

Qualifications

• 2+ years of increasingly complex administrative responsibilities.
• Exceptional verbal and written communication abilities.
• Strong interpersonal skills with a focus on client service.
• Excellent organizational and time management skills.

Responsibilities

• Review and prepare templates, letters, and reports.
• Administer invoicing and processing receivables.
• Communicate with various operational departments.
• Coordinate internal and external meeting logistics.

Skills

MS Office (Word, Excel, PowerPoint, Outlook)

Organizing

Multi-tasking

Relationship building

Time management

French

Education

Post-secondary education in business administration

Tools

CRM software

TaxPrep

Job description

A financial services company seeks an organized and detail-oriented administrative professional. This full-time role involves supporting the Tax Preparation Services team by managing communications, documentation, and client interactions. The ideal candidate will have strong MS Office skills and experience in a professional services environment. A competitive salary of $50,000-$55,000 plus performance bonuses is offered, alongside various benefits. Candidates proficient in French will have an advantage.