Salary: 58,000-65,000

Pivot HR Services is pleased to present this Administrative Assistant/ Engagement Administrator role on behalf of our valued client, Burkett&Co.

Burkett & Co. Chartered Professional Accountants is a Victoria-based firm providing accounting and tax services to small and medium sized businesses as well as high-net-worth individuals and their families. We pride ourselves on developing deep relationships with clients, characterized by trust and reliability.

Our purpose at Burkett & Co. is to empower our clients to achieve their business and personal financial goals. We strive to develop our experience and knowledge of the latest financial reporting, financial and estate planning and Canadian tax strategies. We turn our knowledge into value for our clients through our proactive approach to providing comprehensive and innovative solutions. Among our Core Values are teamwork and a commitment to excellence.

Job overview:

We are seeking an Administrative Assistant/ Engagement Administrator to join Burkett & Co.'s talented team. The successful candidate will reflect our firm's core values while providing high level administrative support to all members of our team as well as our clients. This is a full-time position reporting directly to the Office Manager.

Key Responsibilities:

• Provide exceptional customer service to our existing and new clients both on the phone and by email/mail correspondence.
• Provide back-up to the receptionist by answering the phone in a timely manner and direct calls to the appropriate staff person, politely screening calls for unsolicited sales calls.
• Assist with preparing materials for client meetings, review for quality, proofread and verify content before finalizing financial statements and other documentation during client file assembly.
• Contact clients to arrange meetings
• Set-up board rooms for client meetings
• Following up with clients on outstanding documents or cheques
• Prepare correspondence to CRA to accompany client payments and documents
• Collaborate with client service staff and team members to enhance and resolve tax return matters, identifying and communicating document delivery issues in a clear and concise manner with team members
• Support with electronic filing of tax returns
• Preparing sundry correspondence, editing and proofreading
• Assistance with new client onboarding
• Responsible for receiving and forwarding emails from CRA to the appropriate staff
• Preparing cheques for office payables
• Support collecting receivables and processing credit card payments

Qualifications:

• Prior experience in an administrative support role, experience working in an accounting office an asset
• Excellent written and verbal communication skills, prior client-facing experience
• Microsoft Word, Excel, Outlook, and PowerPoint skills
• Ability to collaborate with other professionals, as well as work independently
• Reliably follow instructions and pre-established guidelines to perform the functions of the job
• Handle varied roles and responsibilities and meets deadlines
• A high regard for accuracy and attention to detail in fast-paced, high-pressure environment
• Ability to prioritize tasks and strong organizational skills an asset
• Strong work ethic, motivation, and resourceful
• Ability to troubleshoot basic computer/technical issues
• The ability to work extended hours during busy season (January to April) is required

Benefits

• Competitive salary
• Comprehensive health and retirement benefits
• Close-knit office culture

Application Information:

On behalf of our client, Pivot HR Services invites interested candidates to submit their resume and cover letter, clearly demonstrating their alignment with our desired qualifications, no later than September 20, 2024.

Pivot HR Services is an equal opportunity employer that values diversity, equity, and inclusion. We encourage and appreciate interest from individuals belonging to equity seeking groups.