25 Oct
|
Levy Pilotte
|
Canada
25 Oct
Levy Pilotte
Canada
Qualifications
- Orientation client.
ADMINISTRATIVE ASSISTANT
The Administrative Assistant provides administrative support services while working closely with partners, managers, and professionals to help ensure the smooth operation of the firm.
Key Responsibilities
- Prepare client files, including assembling and binding documents, coordinating shipments, archiving and filing documents (both electronic and paper), including e-filing and PDF conversion.
- Coordinate the delivery of documents to clients for signature purposes.
- Format, review, finalize, and produce various documents, including correspondence, reports, statements, invoices, forms, presentations, organizational charts, and spreadsheets in both electronic and hard-copy formats.
- Coordinate the T1 tax return process from preparation through final delivery to clients.
- Manage assigned managers’ calendars, schedule and confirm meetings and appointments.
- Follow up with clients, suppliers, and government authorities as required.
- Provide reception coverage as needed and assume all related responsibilities during replacement periods.
- Train and support employees on work methods and the use of common software applications, including document formatting in CaseView.
- Review the work of junior administrative assistants when required.
- Act as a First Aid Attendant/First Responder in emergency situations.
Qualifications
Education and Experience
- Diploma or Certificate (DEC/AEC) in Office Administration, Secretarial Studies, or Administrative Techniques.
- 5 to 7 years of experience in a similar role, preferably within a public accounting firm.
- Intermediate proficiency in Microsoft Office Suite (Outlook, Word, and Excel).
- Knowledge of CaseWare/CaseView, Taxprep, and DT Max is considered an asset.
- Valid First Aid certification.
Skills and Competencies
- Strong interpersonal and communication skills.
- Client-focused approach.
- Team-oriented and team-oriented mindset.
- Ability to adapt and manage multiple priorities simultaneously.
- Strong ability to manage stress, priorities, and confidential information.
- Commitment to meeting deadlines.
- Excellent attention to detail and quality of work.
- Initiative and resourcefulness.
- Ability to anticipate issues and develop practical solutions.
- Strong organizational and time management skills.
📌 Administrative Assistant/Adjoint(e) Administratif(ve)
🏢 Levy Pilotte
📍 Canada