Senior Administrative Assistant

4 weeks ago

Courtice, Ontario, Canada Baker Tilly Full time
Job Title: Senior Administrative Assistant

Baker Tilly KDN is seeking a skilled Senior Administrative Assistant to provide quality administrative and organizational support to the Firm and its Partners.

About the Role

The Senior Administrative Assistant will work alongside the Partners to proactively support their day-to-day needs and management of clients. This role reports to the COO and is part of the Administrative Team.

Key Responsibilities
  • Manage calendars, scheduling appointments, coordinating meetings, and handling correspondence on behalf of partners.
  • Assemble and/or review all documents, reports, presentations, and proposals for meetings and client presentations.
  • Serve as a point of contact for clients and internal team, answering enquiries, and relaying messages between clients/team and partners.
  • Work with Office Admin Manager on all month end deadlines and be proactive in managing directly with preparers and Managers.
  • Duplicate email inbox so can answer questions for the Partner.
  • Proactive with clients to bring in their work.
  • Schedule client year end meetings.
  • Set up Client Onboarding Meetings, work with Marketing on events.
  • Assist with Client Onboarding to ensure positive experience and information set up.
  • Arrange meetings, setting up meeting rooms, testing AV, providing all documents required, preparing agenda, and taking meeting minutes if requested. Follow up on action items.
  • Assisting with special projects, complex documents, research, data analysis, and preparing reports.
  • Assist with invoicing and management of WIP, be proactive with invoicing and AR (working with AR team).
  • Complete tasks such as CRA Calls; OAR filing; CDA Elections; CPD Certificates and management.
  • Organizing travel itineraries, booking flights, hotels, and transportation. Prepare expense forms as needed.
Requirements
  • Bachelor's degree or equivalent work experience with administration and accounting acumen.
  • 2-4 years' experience as an executive assistant, Senior Administrative assistant, or similar role.
  • Previous experience working in a partnership or professional services firm supporting multiple senior staff
  • Strong organizational and time management skills.
  • Excellent communication skills, both written and verbal.
  • Proficiency in office software, including Microsoft Office Suite.
  • Attention to detail and the ability to multitask.
  • Discretion and the ability to handle confidential information.
  • Adaptability and the ability to work well under pressure.
  • Professionalism and a customer-service-oriented mindset.
  • Experience in public accounting is desirable.
  • Familiarity with CaseWare and Tax Prep applications are an asset.
About Baker Tilly KDN

Baker Tilly KDN LLP (BT KDN) is a full-service accounting firm providing assurance, tax and related business advisory services to a broad range of clientele from our offices in Peterborough, Lindsay, Courtice and Cobourg. With 18 partners and more than 130 employees, BT KDN is the largest locally owned and operated regional accounting firm in Central Ontario. We have strong community roots and believe in providing our clients with high quality, personalized service.

In addition to top-notch assurance and tax guidance, BT KDN stands out by providing dynamic value-added expertise in a number of specific areas, including audit and accounting, tax, business valuations, corporate finance, cybersecurity, and data analytics.

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