About Us

We are a specialized firm with a niche focus on U.S Taxation and sales of property in the U.S by Canadians. We offer a one-stop solution for Snowbirds, Investors, and Vacationers which is unique in the Canadian marketplace.

We’re competent, reliable, productive, and always do what we commit to doing. We live and work by our Values: Integrity, Honesty, Transparency, Fairness, and Accountability.

To find out more about us and the services we offer, visit us at:

https://firptacanada.ca

We are looking for a Client Services Coordinator / Admin Assistant to join our growing team. Read on and see if this sounds like a position you would be interested in.

About You

You are a problem-solver and team player with exceptional organizational skills. You support our clients, with a tenacity that takes client service to a whole new level. You are tech savvy and proficient in a vast array of office software. Your openness to learning new ways of doing things makes you the resourceful team player that you are. You pay attention to detail so almost nothing gets by you. Not to mention the fact that you just keep improving your skills.

You have

- Strong history of dealing with the public
- Excellent communication (written and verbal) skills
- High attention to detail
- A solid work ethic
- A fun-loving personality
- Best in class client service levels
- Experience working in a corporate atmosphere

About the role Job Type: Full-time, Permanent

Location: In office – Calgary Downtown

Compensation: $45,000 - $50,000

The Client Services Coordinator reports to the Manager, Client Services and supports our team members. This position is will also involve office management and general administrative duties. You will be responsible for ensuring that workflow in our office is efficient, prioritized, and organized.

From answering phone and email inquiries to handling confidential documents, acting as liaison with clients,



and maintaining our exceptionally high client service delivery standards, this position is an integral part of our business. Having a high sense of customer service, accountability, excellent judgement and a passion for excellence are some of the hallmarks of this position.

Your Responsibilities

- Client relationships - handling client communication by email, phone, and in person in a timely and professional manner and accurately take messages, re-direct calls, or schedule calls with other professionals.
- Calendar (Outlook) management for team members relating to setting up appointments and bookings
- Workflow Management - Managing workflow and sales funnel for on-time completion including follow up with clients, title/escrow companies, and team members. Assist with file assignments to available team members.
- Data Entry – setting up and updating client profiles in software systems, inputting client data into forms and tax preparation software, tracking and electronic filing of client documentation.
- Documentation - Composing engagement letters, memos, social media posts, updating office templates, creating presentations, and various other correspondence as needed. Organization and management of filing room with record keeping.
- Ensuring confidentiality with all matters dealing with the team’s and client day to day affairs including but not limited to conversations, phone calls, meetings, and client documentation.
- Performing general office duties including assembling mailouts, managing all incoming and outgoing couriers and mail, filing,



scanning, photocopying, maintaining, monitoring and ordering office supplies, and working with suppliers including courier services, and contractors.
- Set up in-person appointments including preparing boardroom for meetings with all necessities including drinks, file prep, documentation, greeting clients etc.
- Other administrative duties as assigned.

Your Skills and Qualifications

Must have

- Based in Calgary
- Minimum 2 years customer service experience
- At least 2 years related experience as a client coordinator or similar
- Proven advanced computer skills: particularly MS Office, Teams, social media platforms, and other cloud-based technology.
- Strong analytical and data entry skills.
- Reasonable typing speed.
- Excellent time management.
- Team Player, open minded, and always looking for efficiencies.
- High standard of ethics and confidentiality to handle sensitive information.
- Exceptional attention to detail and ability to manage multiple projects at the same time.
- Interest and understanding about the tax and accounting industry

Nice to have

- Professional services experience (Accounting or Law Firm)

We Offer:

- Benefits Package including Health / Dental after probationary period
- Health Spending Account after probationary period
- Financial support for ongoing professional development

If this seems like a good fit, we would like to get to know you. Please include a cover letter and resume in your application. Note that only successful applicants will be contacted. Pay: $45,000.00-$50,000.00 per year

Benefits

- Dental care
- Extended health care

Application question(s):
- How many years of Client Service / Administration experience do you have?
- Are you located in Calgary, AB?
- This is an in-office position. Are you able to commute to work in office in downtown Calgary?

Work Location: In person

📌 Client Services Coordinator / Admin Assistant (Calgary)
🏢 FIRPTA CANADA
📍 Calgary