Partner Administrative Assistant
5 days ago
SB Partners LLP is a full-service Chartered Professional Public Accounting firm located in Burlington, Ontario. For over 45 years, SB Partners has served a diverse set of clients and is one of the leading independent CPA firms in the GTA. Our primary client base is entrepreneurial, owner-managed businesses, high net-wealth, corporate subsidiaries and not-for-profit organizations.
Enjoy the rewards and possibilities of working with a team of dedicated, values-driven colleagues who support you and celebrate your accomplishments. Your role will be integral in making a difference in the lives of the team and your clients, along with creating a positive impact in the community.
The A&A group at SB Partners LLP is expanding. We are seeking a dynamic, smart, and service-oriented Partner Administrative Assistant to join our A&A team.
Purpose of the Position
As a Partner Administrative Assistant, you will focus on leveraging your administrative skills and basic knowledge of accounting principles in supporting the entire A&A Department to facilitate the efficient operation of the department. The role will involve ensuring the “Ultimate Client Experience” is provided, and showcasing your organizational and leadership qualities.
Key Responsibilities & Duties
- Providing direct administrative support to the the Partner and entire department.
- Collating and assembling various financial documents, Canadian and U.S. tax, corporate tax and other statutory returns, including covering letters
- Quality control regarding visual presentation of financial statements
- Composing and editing correspondence as required
- Tracking the status of projects in appropriate software
- Produce client invoices under direction of the Partner
- Preparing engagement letters and correspondence
- Facilitating the weekly workflow process
- Setting up client files in various software
- Coordinate meetings, reservations, schedules and booking rooms.
- E-Filing tax returns and slips, as required
- Coordinating delivery of final packages and client sign off
- Quality management of paper and electronic files such as retrieval, storage and set-up
- General administrative duties including intake of client documents, management of mail, photocopying and scanning
- Assistance to other administrative team members, as required
- Providing assistance with reception relief, as required
- Providing assistance during periods of team member vacations, illnesses and other absenteeism
- Adhering to the firm’s Mission, Vision and Values philosophy
- Additional duties, as assigned
Academic Qualifications
- College diploma from Administrative/Executive Assistant program preferred
Work Experience and Skills
- 2 years experience in a Partner Administrative Assistant or Executive Administrative Assistant role. Public professional accounting firm experience preferred
- Proficient in MS Office computer programs (Word, Excel, Outlook)
- Ability to prioritize workload and the flexibility to manage multiple tasks in a fast-paced environment
- Excellent communication, interpersonal and organizational skills
- Highly organized with fine attention to detail
- Strong work ethic and ability to work in an environment requiring discretion and confidentiality
- Capability of working with clients in a professional and confidential manner
- Reception and event planning experience considered an asset
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