Executive & Client Support Coordinator
7 days ago
About Us
Padgett Halifax is more than a tax or accounting firm — we're trusted partners to small businesses. As business owners ourselves, we understand the day-to-day challenges of running and growing a company. We provide year-round advisory support in accounting, tax, payroll, and financial management, helping clients make informed decisions with confidence.
We're looking for an Executive & Client Support Coordinator to join our team and provide direct support to the Managing Partner and team. This role combines executive administrative assistance with client service and operational support — ideal for someone who enjoys a fast-paced, professional environment and wants to grow within an accounting and advisory firm.
Key Responsibilities
Executive Support
• Manage calendars, appointments, and meeting coordination for the Managing Partner and team
• Organize digital and paper filing systems, ensuring accurate and secure document management
• Prepare correspondence, print and assemble client files, and support signing appointments
• Track key deadlines and assist with follow-ups and task management
• Support internal reporting, project tracking, and presentation preparation
Client Service & Administration
• Act as the first point of contact for clients — by phone, email, and in person
• Assist clients with CRA correspondence, tax return filing, and document submission
• Record meeting notes, track client interactions, and maintain CRM records
• Support client onboarding, annual renewals, and service agreements
• Coordinate with accountants and bookkeepers to keep workflows moving smoothly
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