Onsite Administrative Assistant Courtenay
Support client services onsite in Courtenay with Microsoft Office, document preparation, and precise administrative coordination. Work five days weekly in-office for Doane Grant Thornton.
As an Administrative Assistant, you will support External Client Services across a Business Unit, Office, or Service Line. Your work includes formatting financial statements, maintaining client data in Microsoft Dynamics 365, and preparing correspondence. You will also coordinate appointments, manage files, and communicate with clients when needed. The position requires at least one year of administrative experience in a busy professional environment.
Key Responsibilities:
- Format and assemble financial statements and client deliverables
- Maintain client data, jobs, files, and archives in D365
- E-file tax returns to CRA before filing deadlines
- Prepare correspondence, reports, proposals, invoices, and other documents
- Coordinate meetings, reception coverage, calls, files, and couriers
Requirements:
- Minimum one year of administrative experience
- Advanced Microsoft Office Suite and word processing proficiency
- Ability to learn Teams, Visio, and Adobe Acrobat
- Strong attention to detail and communication skills
- Availability for overtime during peak tax filing seasons
Bring client service, document accuracy, and Microsoft Dynamics 365 experience to Doane Grant Thornton’s Courtenay administrative team.
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