Location: Edmonton – On Site – 1 Maternity Leave Coverage
Wage: TBD

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The Chance

We are seeking a Client Excellence Coordinator to join our team. The CEC function is a vital part of the firm and is focused on achieving client service excellence by delivering timely, high-quality service.

Shajani CPA is looking for an energetic individual who can provide support on a range of activities to ensure a high-quality customer experience.

What You Will Do

- Provide secretarial and administrative support – this role is instrumental in ensuring that documentation and information are updated and maintained, ensuring a high level of standards are upheld within the organization.
- Greet visitors and employees entering the office and be first point of contact for visitors.
- Prepare Letters, Reports and PowerPoint presentations and assist with other ad-hoc administrative requirements as needed.
- Organise travel bookings as required for Partners and team members.
- Answering incoming calls and passing on messages accurately and promptly.
- Manage incoming and outgoing post, deliveries, and couriers.
- Manage meeting room bookings for all office/client meetings.
- Monitor and respond to emails in the reception admin mailbox
- Monitor Online website chat and respond to client requests or allocate appropriately
- Liaise with other support departments and building management
- Operate with a large degree of autonomy and independently complete high-quality work to meet established goals.
- Handle highly sensitive and confidential information requiring a high level of discretion.
- Assists Partners with coordinating, creating, preparing, editing, and proofreading all standard and non-standard documents, reports, presentations, and correspondence using MS Office suite.
- Coordinates and manages the scheduling of client meetings, leadership meetings, and events (conference calls, video conferences, in person, etc.).



Plan and organize meetings and events as required including logistics/securing meeting space, catering, and document prep. Compile, transcribe, and distribute minutes of meetings when required and follows up on action items.
- Contribute to business development activities by assisting with proposals and supporting at client events as needed.
- Create and update client contact information in compliance with anti-spam legislation.
- Provide back up to colleagues and assist on projects as needed
- Other Duties as assigned

What You Bring to The Role

- 2+ years previous administration experience
- QuickBooks Experience
- Be highly organized, have excellent attention to detail, be practical and solution-oriented and be able to work effectively both independently, and as part of a team.
- Very strong Microsoft Office skills are required especially in Word, PowerPoint, & Teams.
- Confident in dealing with clients and employees at all levels
- Excellent communication (written and verbal) and interpersonal skills
- A professional manner both in person and on the telephone
- A solutions-orientated approach to situations
- Energetic and personable

Who We Are

We are a team of professionally designated accountants, advisors, dedicated staff, and professional consultants with a holistic approach to accounting; servicing Calgary, Edmonton, Red Deer, and expanding globally through our partnership with Russell Bedford International.

We believe in the value of relationships, not only with our clients but also within our team.



We view every client relationship like a partnership and truly believe our success is a result of our commitment to this value.

Our Values include professional will and personal humility – in both work and in life. We aim to continue building a collaborative industry leading corporate culture directed by a self-motivated team that values precision, accuracy and efficiency, and a disciplined approach to its work.

Our firm was established in 1984 with the goal of providing clients customized financial accounting, assurance, and tax services. We’re committed to providing close, personal attention to our clients and have since expanded our offerings to provide them with comprehensive financial and tax solutions.

Our clients have the piece of mind knowing they are in the best hands, this is backed by our team’s advanced training, technical experience, and financial acumen. We stay on top of our business through continued investment in time and resources including professional continuing education, state-of-the-art computer technology and forging strong business partnerships within our centres of influence

Shajani CPA is a proud equal opportunities employer, and we are committed to creating a respectful, inclusive workplace that allows all of our people to reach their full potential. We welcome all qualified candidates to apply and hope you will choose Shajani CPA as your employer of choice.

What do we offer?

As well as being part of a talented team, our benefits include:

- Competitive wage – potential to become fulltime
- Annual and quarterly team events
- Regular training sessions and professional development opportunities

For general recruitment-related inquiries, please contact [email protected]

Pay: $18.00-$22.50 per hour

Benefits:

- Company events
- Dental care
- Extended health care
- Paid time off

Education:

- Secondary School (preferred)

Work Location: In person

📌 Client Excellence Coordinator (Calgary Trail North)
🏢 Shajani
📍 Calgary Trail North