Description:
You know those big cities that still feel like small towns? Where everyone’s friendly and helps each other out? That’s like Doane Grant Thornton. Except here we’re all professionals and there isn’t a mayor or a general store. What we’re trying to say is that we’re a large and growing professional services firm that still feels like a community. We employ about 3000 people across Canada, and we truly care about our colleagues, our clients and the communities where we work and live. That’s what’s most important to us. We’re building a thriving organization that’s purpose driven and still want to remember what your favourite milkshake flavour is.
As An Administrative Assistant Your Responsibilities Will Include
- Working independently and within a team environment to support the External Client Services team within the Business Unit, Office and/or Service Line to produce high quality client deliverables
- Format and assemble electronic and/or paper financial statements (or other client deliverables) in compliance with Firm standards, ensuring a high level of attention to detail, proof-reading, and ensuring timely delivery
- Entering and maintaining client data using Microsoft Dynamics 365 software (D365), creating jobs in D365, rolling forward of jobs/files, and archiving as appropriate for the engagement
- E-filing tax returns to CRA to meet filing deadlines
- Communicating with clients when needed, to facilitate the signing of their tax return
- Participate in training to stay current with changes in software and processes
- Data entry and maintenance of paper and electronic files, in accordance with the Firm’s document retention and destruction policies and procedures
- Preparing and editing correspondence, reports, proposals, and other documents
- Prepare invoices using Grant Thornton’s systems and in accordance with the terms of the engagement, including sending invoices to clients, as well as following up on AR when appropriate
- Scanning documents and embedding in electronic file, sending, and receiving documents electronically to clients through various secure file transfer platforms, ensuring confidentiality of sensitive information
- Coordinating external/internal appointments and meetings
- Supporting the Firm’s professional image and culture by demonstrating professional behaviour and building positive professional relationships
- This role will involve being a backup person to cover reception responsibilities, in addition to the regular administrative responsibilities
- General administrative duties including, but not limited to answering calls, filing, photocopying, scanning, welcoming clients/colleagues at front desk and organizing couriers
- Other duties as required