Administrative Assistant

Job Description

Job Description

Salary : Join Fuller Landau :

Youll be part of a collaborative team that supports your success and welcomes your ideas and ambition. Our professional commitment is also personal.

Your opportunity

The Administrative Assistant is dedicated to supporting our Partners with internal and external stakeholders

Your major responsibilities

• Prepare and format correspondence, reports and presentations in accordance with marketing standards
• Provide assistance in formatting financial statements and other documents using Caseview / Caseware
• Complete conflict check process from beginning to end including tracking
• Manage work in process for a number of billing partners and managers
• Calendar management including scheduling meetings, catering, off site and on site meetings
• Meeting planning and coordination for internal and external clients
• Ensure file integrity, management and back up digitally and physical copies
• Prepare corporate T2 assemblies and assist with T1 assembly during tax season
• E filing T2s, T1s and trusts returns
• Manage billing, client invoices, and internal expenses for the advisory function
• General office support as needed and shared reception duties

What we look for

Excel utilizing pivot tables, vlookups, conditional formatting

What we offer

About Fuller Landau

We arean accounting, tax and advisory firm with a team of over 150 people.

Our clients areleaders of private businesses, high net worth families, and the advisors who serve them.

Youll bea part of a collaborative team that supports your success and welcomes your ideas and ambition.

Diversity, Equity, and Inclusion

Fuller Landau is proud to be an equal opportunity employer where differences are valued and celebrated. We believe that fostering an inclusive environment allows our team to reach their full potential by enabling you to bring your true-self to work. We encourage you to apply if this role excites you.

Fuller Landau is committed to breaking down barriers and welcoming people with disabilities. If you require any accommodations throughout the recruitment process, let us know how we can help!