Swift Disability Services helps Canadians apply for and obtain approval for the Disability Tax Credit. We work with clients, medical professionals and the Canada Revenue Agency to move applications forward accurately and efficiently. Over the past 7 years, our team has helped Canadians access more than $50,000,000 in tax refunds! We are building a high-performing, technology-enabled operation.

About Swift Disability Services Swift Disability

Services helps Canadians apply for and obtain approval for the Disability Tax Credit. We work with clients, medical professionals and the Canada Revenue Agency to move applications forward accurately and efficiently. Over the past 7 years, our team has helped Canadians access more than $50,000,000 in tax refunds!

We are building a high-performing, technology-enabled operation. We are hiring an experienced, highly reliable administrative professional to support our client operations team. You will be expected to use technology, AI tools, automation, templates and our CRM to reduce manual work, improve accuracy and keep client files moving.

Prepare, file and organize welcome packages, T2201 Disability Tax Credit Certificates, CRA authorization pages and related client documents. Submit T2201 applications and supporting documents to the CRA and ensure submission records are complete. Provide backup support for tax assessments, reassessments, CRA service complaints and related workflows.

Maintain accurate CRM records, including notes, tasks, statuses, document history and next steps. Work closely with sales, client service and administrative team members to understand client circumstances and prevent handoff gaps. Support filing, data entry, reporting, billing or accounting administration, and other operational tasks as required.

CRM records are current, clear and reliable for the rest of the team.



Administrative errors, stalled files and repeated manual work decline over time.

Experience - At least three years of experience in office administration, client operations or a comparable role.

Experience in a medical office, financial services or tax administration environment is an asset. Administrative judgment - You can work independently, prioritize competing tasks, recognize risk and know when to elevate. Communication - Clear and professional written and verbal English, with the ability to communicate effectively with clients, team members and external organizations. Technology and AI - Strong working knowledge of Microsoft 365, including Word, Excel, Outlook and SharePoint.

Experience with Salesforce or another CRM is preferred. Practical experience using AI or automation tools to improve administrative work is an asset. A willingness to learn and use these tools responsibly is required.

Confidentiality - You handle sensitive personal, medical and financial information with discretion and care. 10% annual target performance bonus, paid quarterly based on achievement of targets. ~ Extended health, dental, vision and life insurance benefits. ~ Paid vacation, training and support. ~ Company events and a professional, business-casual work environment. This is a full time, in-office position based in Port Moody, British Columbia. The office is located on Murray Street across from Rocky Point, close to Moody Centre SkyTrain and the West Coast Express.

The schedule is 40 hours per week, Monday to Friday. Join a growing business where strong performers can take on more responsibility and build a long-term career. Work in a modern office with a practical, high-accountability team.

Help shape how AI, automation and better processes are used in day-to-day operations.

Swift Disability

Services is an equal prospect employer.

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