Client Services Administrative Assistant (Weyburn)

Client Services Administrative Assistant (Weyburn)

07 Nov
|
Doane Grant Thornton
|
Weyburn

07 Nov

Doane Grant Thornton

Weyburn

Support client service teams through accurate document preparation, reception, and coordination as an Administrative Assistant at Doane Grant Thornton.

This Administrative Assistant position serves client service staff within Doane Grant Thornton’s qualified services organization. You will assemble financial statements, tax returns, correspondence, proposals, and presentations while following firm standards. Responsibilities also include client greetings, billing support, CRM maintenance, and electronic file organization.

Key Responsibilities:

- Support client service staff with high-quality deliverables
- Assemble financial statements, tax returns, proposals, and presentations
- Welcome clients and answer or refer inquiries




- Provide billing support using Doane Grant Thornton systems
- Maintain D365 CRM information for marketing purposes

Requirements:

- Two to four years of administrative experience
- Microsoft 365 proficiency, particularly Outlook, Word, Excel, and Teams
- Excellent written and verbal communication abilities
- Exceptional client service mindset and computer savvy
- Initiative, accuracy, and ability to manage shifting priorities

Apply administrative experience, client service judgment, and Microsoft 365 skills to accurate deliverables and organized support.

📌 Client Services Administrative Assistant (Weyburn)
🏢 Doane Grant Thornton
📍 Weyburn

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