Senior Administrative Professional – Credits and Incentives Team
We are looking for an experienced administrative professional to support our Credits and Incentives team in our Vancouver office.
Responsibilities
- Support business development by coordinating meetings for inbound recent‑business requests and initiating internal client acceptance procedures.
- Onboard new clients, ensuring access to CRA My Business Account Portal and BDO’s Client Portal.
- Perform administrative tasks related to ongoing department operations, such as drafting documents, contracts and requests for information.
- Review and upload responses to official CRA requests.
- Coordinate with the firm to ensure claims are filed and status sheets are up to date.
- Access and update information in Excel worksheets and Microsoft Dynamics CRM systems.
- Support partners and professionals, including 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.
- Communicate and exchange information with other departments and firm resources.
Success Criteria
Success in this role is measured by demonstrating BDO’s core values of integrity, respect and collaboration, delivering high‑quality work, and actively adopting digital tools and strategies to enhance service delivery.
Qualifications
- Experience in a senior administrative or similar role.
- Office Administration diploma or other relevant education (asset).
- Previous experience at a professional services firm (asset).
- Proficiency in Microsoft Office (Word, Excel, Outlook).
- Ability to prioritize workload, manage multiple tasks and work quickly under deadlines.
- Strong problem‑solving, analytical and communication skills.
- Ability to handle confidential information with discretion.
- Excellent written and oral communication.
Salary
The expected salary range for this position is $45,000 - $75,000 annually.