Administrative Assistant

1 month ago

Winnipeg, Canada Mclenehan Full time

Job Summary

This role supports our community of hundreds of individual and corporate clients, and our growing team of accountants and bookkeepers.

As a member of our firm, you will help us to provide an effortless customer experience and to manage the day-to-day administrative tasks that allow our firm to operate smoothly.

Your day will consist of managing multiple projects, including handling client communications by phone, email and in-person.

Our administrative team is involved client projects, including sending letters and instructions, following up with clients for missing information, and assembling and providing finalized projects to our clients.

This is a fast-paced job so you need to be well-organized and able to prioritize tasks quickly. If you're overwhelmed at the thought of spinning multiple plates, this position isn't for you.

A love of people and problem-solving will serve you well in this job.

Previous experience working at an accounting firm is a competitive advantage when applying for this position.

Essential Duties and Responsibilities

Client Service

  1. Receive and respond to client communications by phone, by email, and in-person at the front desk.
  2. Communicate with our clients with an unrelenting commitment to client satisfaction.
  3. Ensure a positive, bright and welcoming experience for EVERYONE who contacts our firm.
  4. Meet with clients at the front desk to receive signatures on forms, and payments for completed work.

Internal Service

  1. Be a vital support to our team of accountants and bookkeepers, assisting with administrative tasks, client follow-ups, organizing and scanning documents, and efficiently handling any additional tasks as requested to facilitate smooth and effective operations.
  2. Assist with maintaining our customer database, including accurately inputting new client information and regularly updating existing client records to ensure data integrity and reliability.
  3. Collaborate in setting up client projects in our database, ensuring that each project is carefully monitored and completed in accordance with important due dates.

Client Project Delivery

  1. During personal income tax season you will be responsible for assembling finalized personal income tax returns digitally or physically, and collecting e-signatures or physical signatures on authorization forms.
  2. Throughout the year you will be responsible for assembling packages for completed client year end projects, and obtaining the required authorizations to file returns.

Perform all duties as assigned

Knowledge, Skills, and Abilities

  • Current colleagues would describe you as a clear communicator
  • Challenging work brings you joy
  • You have:
    • Self awareness and emotional intelligence
    • A commitment to continuous improvement
    • A genuine love for people and a passion to do work at the highest level
    • The drive to get things done without the need to be micro-managed
  • You can:
    • Give and receive both positive and constructive feedback
    • Clearly and succinctly communicate both verbally and in writing
    • Go the extra mile when the situation warrants it

Experience or Equivalent Experience

  1. Have completed a College diploma program in business administration
  2. Previous administrative assistant experience an asset
  3. Previous accounting firm experience is highly valued here
  4. A proven track record of successfully managing multiple priorities or projects in a fast-paced environment

Position Details

  • Full-time salary and benefits
  • 32-hour work week (8 hours daily, 4 days per week)
  • RRSP contribution matching
  • Work at our office at 1581 Pembina Hwy

McLenehan and Associates Chartered Professional Accountants Core Values

  • Profit Minded - We do work that is profitable and allows our firm to grow
  • Quality Focused - We review each other's projects and make sure we get it right
  • Value Driven - We give great advice to clients which makes us valued partners

We believe that everyone deserves a chance to prosper in both their personal and professional lives. But in order to succeed, people need help. We help by teaching small business leaders to run better, more successful companies. If you are profit minded, quality focused, and value driven, then join our team

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