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Administrative - Client Service Coordinator

2 hours ago

Greater Sudbury ON PE B, Canada Compass CPA Professional Corporation Full time

About Compass CPA

Compass CPA is a fast-growing boutique accounting firm in Sudbury. We provide modern, high-level accounting, tax, and advisory services to business owners and professionals across Ontario. We're serious about delivering exceptional work and we're not your typical accounting firm. We value initiative, efficiency, and building a workplace that supports both performance and people.

We're a lean, high-performing team, which means we move fast, hold a high standard, and work collaboratively to get things done without unnecessary layers.

We're hiring a Client Service Coordinator to support our client-facing work and ensure our workflows run smoothly.

What You'll Do

  • Answer incoming phone calls with professionalism and client care
  • Manage the shared email inbox, partner calendar, and client communications to support meeting flow
  • Triage incoming client requests and route them appropriately to protect the team's time and focus
  • Receive and acknowledge incoming client records (physically and electronically) and coordinate with Operations to ensure timely system intake
  • Schedule client meetings and send confirmations and reminders
  • Prepare meeting materials, agendas, and follow-up summaries
  • Assist clients with authorizing Compass CPA as their representative with the CRA, and other common questions around how to pay CRA, using our e-signature platform and portal, etc.
  • Liaise with clients throughout their engagement and act as a first point of contact
  • Call clients proactively when records are missing, incomplete, or overdue
  • Draft correspondence and internal documentation with strong attention to detail
  • Maintain structure, SOPs, and process documentation relating to the role
  • Assemble onboarding and welcome packages for new clients
  • Assemble offboarding packages for departing clients
  • Cross-cover essential duties of the Operations Coordinator during absences (critical tasks only)
  • Participate in staggered lunch scheduling to ensure phones are covered during business hours
  • Various other administrative duties relating to clients as assigned

Who You Are

  • You don't need micromanagement — you take initiative and anticipate needs
  • You enjoy being the backbone of a busy professional team
  • You're energized by solving problems and removing friction for others
  • You communicate calmly with clients, even when they are behind, stressed, or confused
  • You appreciate structure, clarity, and follow-through
  • You care about the details and don't cut corners
  • You take pride in reliable execution and follow-through

Qualifications

  • 3+ years experience in a professional administrative or executive support role (legal, medical, financial, insurance, or similar environments are strong assets)
  • Strong written and verbal communication skills
  • Highly organized with strong task follow-through
  • Comfortable learning new systems and software
  • Reliable, discreet, and comfortable working with confidential information
  • Ability to prioritize, shift gears, and keep work moving without being asked twice
  • On-site availability in Sudbury (this is an in-office role due to client-facing duties)

What We Offer

  • Salary: $40,000–$65,000, commensurate with experience
  • Vacation, paid statutory holidays, and health benefits
  • Long-term growth potential in an expanding, values-driven firm
  • A stable role with meaningful impact and no corporate red tape
  • A team that values initiative, ownership, and continuous improvement

How to Apply

Please submit your résumé and a short message telling us why this role speaks to you. Bonus points if you include a small detail that shows you read this posting carefully.

We're hiring as soon as we find the right fit.

Job Types: Full-time, Permanent

Pay: $40,000.00-$65,000.00 per year

Benefits:

  • Dental care
  • Employee assistance program
  • Extended health care
  • Life insurance
  • Paid time off

Work Location: In person