Picture of Carla Arellano, Supervisor Client Services(Doane GT)
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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.
This role directly supports a Partner – Assurance and a Senior Manager –
Independent Business Group in our Fredericton office, and by extension, the team
in our New Brunswick Business Unit (NBBU) and colleagues in our Fredericton
office. You will also support client interactions and execute on client
deliverables to create the best client experience.
As an Administrative Assistant your responsibilities will include:
• Work directly with your Practitioners to help manage their dynamic growing
practices.
• Schedule, liaise, and communicate with others, including clients, to
proactively prepare information in advance of meetings and deadlines.
• Receive, distribute, redirect, and respond to mail, email, telephone calls,
reports, and other material. Ensure appropriate follow up action is taken where
required in order to meet deadlines.
• Prepare letters and reports using Firm templates in compliance with Firm
standards, including proofreading, reviewing, and verifying quality and content
before finalizing any client deliverables.
• Assemble and file year-end and tax packages for clients, including
facilitating electronic or in-person signatures and utilizing a variety of
filing methods, including e-filing, uploading through portals, and courier.
• Enter and maintain client data using Microsoft Dynamics 365 software, create
jobs in D365, roll forward jobs/files, and archive as appropriate for the
engagement.
• Manage the billing process for your Practitioners, including drafting and
sending invoices to clients.
• Prepare and track expense claim submissions.
• Occasional reception coverage.
• Participate in the development of internal systems and processes and in
projects with others within the NBBU.
• Coordinate internal and external meetings, room bookings, video conferences,
and in-office events.
• Additional responsibilities, as assigned.
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 an Administrative Assistant? Like the
colour purple? Great. Here's a few more boxes we’re also hoping you can tick:
• Successful completion of an Office Administration program or 2-4 years of
experience in an administrative role (experience in a professional services firm
is preferred). A minimum of a high school diploma is required.
• Proficiency in Word, Excel, Outlook, and PowerPoint with an aptitude to learn
standard Firm software (e.g., TaxPrep, CaseWare, Visio) and other relevant
applications and technical/office equipment.
• Candidates should possess excellent organizational and multitasking abilities,
allowing them to effectively manage multiple responsibilities and maintain
office efficiency.
• Strong communication and interpersonal skills are essential, as the role
involves frequent interaction with colleagues and clients.
• A keen attention to detail and a proactive approach is necessary to ensure
that all aspects of office support are handled promptly and to a high standard,
as well as the ability to anticipate the needs of both colleagues and clients.
• Knowledge of a CRM platform (e.g., Microsoft Dynamics D365) is desirable.
• Capable of meeting tight deadlines on multiple projects
• Able to maintain confidentiality when working with sensitive matters.
• Available to work some overtime throughout the year.
• Must be legally eligible to register for an online RepID account with Canada
Revenue Agency.
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?
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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!
*This role is required to be in-office 5 days per week.
Are you ready to Discover Your Purple?
