Client Services Administrative Assistant (Weyburn)

Client Services Administrative Assistant (Weyburn)

11 Nov
|
Doane Grant Thornton
|
Weyburn

11 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 skilled 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 deliverablesAssemble financial statements, tax returns, proposals,



and presentationsWelcome clients and answer or refer inquiriesProvide billing support using Doane Grant Thornton systemsMaintain D365 CRM information for marketing purposesRequirements:Two to four years of administrative experienceMicrosoft 365 proficiency, particularly Outlook, Word, Excel, and TeamsExcellent written and verbal communication abilitiesExceptional client service mindset and computer savvyInitiative, accuracy, and ability to manage shifting prioritiesApply 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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