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Administrative Assistant/Adjoint(e) Administratif(ve)

  • Montreal, QC, Canada

Full-time

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Job details

Job type
Full-time
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Posting language
English · French
Posted

Original job description

English section of this bilingual listing.

ADMINISTRATIVE ASSISTANT

The Administrative Assistant provides administrative support services while working closely with partners, managers, and professionals to help ensure the smooth operation of the firm.

Key Responsibilities

  • Prepare client files, including assembling and binding documents, coordinating shipments, archiving and filing documents (both electronic and paper), including e-filing and PDF conversion.
  • Coordinate the delivery of documents to clients for signature purposes.
  • Format, review, finalize, and produce various documents, including correspondence, reports, statements, invoices, forms, presentations, organizational charts, and spreadsheets in both electronic and hard-copy formats.
  • Coordinate the T1 tax return process from preparation through final delivery to clients.
  • Manage assigned managers’ calendars, schedule and confirm meetings and appointments.
  • Follow up with clients, suppliers, and government authorities as required.
  • Provide reception coverage as needed and assume all related responsibilities during replacement periods.
  • Train and support employees on work methods and the use of common software applications, including document formatting in CaseView.
  • Review the work of junior administrative assistants when required.
  • Act as a First Aid Attendant/First Responder in emergency situations.

Qualifications

Education and Experience

  • Diploma or Certificate (DEC/AEC) in Office Administration, Secretarial Studies, or Administrative Techniques.
  • 5 to 7 years of experience in a similar role, preferably within a public accounting firm.
  • Intermediate proficiency in Microsoft Office Suite (Outlook, Word, and Excel).
  • Knowledge of CaseWare/CaseView, Taxprep, and DT Max is considered an asset.
  • Valid First Aid certification.

Skills and Competencies

  • Strong interpersonal and communication skills.
  • Client-focused approach.
  • Team-oriented and collaborative mindset.
  • Ability to adapt and manage multiple priorities simultaneously.
  • Strong ability to manage stress, priorities, and confidential information.
  • Commitment to meeting deadlines.
  • Excellent attention to detail and quality of work.
  • Initiative and resourcefulness.
  • Ability to anticipate issues and develop practical solutions.
  • Strong organizational and time management skills.
Read the full bilingual original

ADJOINT(E) ADMINISTRATIF (VE)

L'adjoint(e) administratif(ve) assure la réalisation des activités de soutien en travaillant avec les associés, gestionnaires et professionnels.

Principales responsabilités

  • Préparer les dossiers des clients: assembler/relier des documents les expédier, archiver et classer les documents (incluant le efiling) en format PDF et papier, livrer aux clients à des fins de signatures.
  • Mise en page, réviser, finaliser et produire de la correspondance, rapports, relevés, factures, formulaires, présentations, organigrammes, tableaux, etc., en format papier et électronique.
  • Faire la coordination des T1, de la préparation à la livraison.
  • Gérer les agendas, fixer et confirmer les réunions des gestionnaires assignés.
  • Faire le suivi auprès des clients, des fournisseurs et du gouvernement.
  • Remplacer la réceptionniste au besoin et s’acquitter de ses tâches pendant les remplacements.
  • Former d’autres employés en ce qui a trait aux méthodes de travail et à l'utilisation de logiciels courants, notamment la mise en page dans CaseView.
  • Réviser au besoin le travail de l’adjointe juniors.
  • Agir à titre de secouriste/premier répondant en cas d’urgence.

Qualifications

Formation et expérience

  • DEC/AEC en bureautique, secrétariat ou techniques administratives.
  • 5 à 7 ans d’expérience dans un rôle similaire en firme comptable.
  • Connaissances intermédiaires de MS Office (Outlook, Word, Excel).
  • Connaissances de CaseWare/View, Taxprep et DtMax, un atout.
  • Certificat de secouriste.

Compétences et aptitudes

  • Habiletés relationnelles
  • Orientation client.
  • Esprit d’équipe.
  • Capacité d’adaptation et de multitâche.
  • Gestion du stress, des priorités et de la confidentialité.
  • Respect des échéanciers.
  • Rapidité d’exécution, souci de la qualité.
  • Initiative et débrouillardise.
  • Capacité de résoudre et anticiper les problèmes.
  • Capacité d’organisation et des priorités

ADMINISTRATIVE ASSISTANT

The Administrative Assistant provides administrative support services while working closely with partners, managers, and professionals to help ensure the smooth operation of the firm.

Key Responsibilities

  • Prepare client files, including assembling and binding documents, coordinating shipments, archiving and filing documents (both electronic and paper), including e-filing and PDF conversion.
  • Coordinate the delivery of documents to clients for signature purposes.
  • Format, review, finalize, and produce various documents, including correspondence, reports, statements, invoices, forms, presentations, organizational charts, and spreadsheets in both electronic and hard-copy formats.
  • Coordinate the T1 tax return process from preparation through final delivery to clients.
  • Manage assigned managers’ calendars, schedule and confirm meetings and appointments.
  • Follow up with clients, suppliers, and government authorities as required.
  • Provide reception coverage as needed and assume all related responsibilities during replacement periods.
  • Train and support employees on work methods and the use of common software applications, including document formatting in CaseView.
  • Review the work of junior administrative assistants when required.
  • Act as a First Aid Attendant/First Responder in emergency situations.

Qualifications

Education and Experience

  • Diploma or Certificate (DEC/AEC) in Office Administration, Secretarial Studies, or Administrative Techniques.
  • 5 to 7 years of experience in a similar role, preferably within a public accounting firm.
  • Intermediate proficiency in Microsoft Office Suite (Outlook, Word, and Excel).
  • Knowledge of CaseWare/CaseView, Taxprep, and DT Max is considered an asset.
  • Valid First Aid certification.

Skills and Competencies

  • Strong interpersonal and communication skills.
  • Client-focused approach.
  • Team-oriented and collaborative mindset.
  • Ability to adapt and manage multiple priorities simultaneously.
  • Strong ability to manage stress, priorities, and confidential information.
  • Commitment to meeting deadlines.
  • Excellent attention to detail and quality of work.
  • Initiative and resourcefulness.
  • Ability to anticipate issues and develop practical solutions.
  • Strong organizational and time management skills.
More about this job

Responsibilities

Prepare, format, review, file, and deliver client documents, and coordinate T1 tax returns from preparation through delivery. Manage calendars and follow-ups, provide reception coverage, train and review junior staff, and act as a first aid responder when needed.

Requirements

Requires a DEC/AEC diploma or certificate in office administration, secretarial studies, or administrative techniques, along with 5 to 7 years of similar experience, preferably in a public accounting firm. Intermediate Microsoft Office skills and valid First Aid certification are required; knowledge of CaseWare/CaseView, Taxprep, and DT Max is an asset.

Skills

  • Microsoft Office
  • Outlook
  • Word
  • Excel
  • CaseWare
  • CaseView
  • Taxprep
  • DT Max
  • Document Formatting
  • Calendar Management
  • Client Follow-Up
  • Organization
  • Time Management
  • Multitasking
  • Confidentiality
  • First Aid

Visa sponsorship

Not detected in the job text

Categories

  • Administrative
  • Finance & Accounting
  • Customer Service & Support

Keywords

  • Administrative Support
  • Public Accounting
  • Client Files
  • Document Assembly
  • Document Binding
  • Electronic Filing
  • PDF Conversion
  • Document Formatting
  • T1 Tax Returns
  • Calendar Management
  • Meeting Coordination
  • Client Follow-Up
  • Reception Coverage
  • Microsoft Office
  • Outlook
  • Word
  • Excel
  • CaseWare
  • CaseView
  • Taxprep
  • DT Max
  • First Aid Certification
  • Confidentiality
  • Deadline Management
  • Quality Control
  • Staff Training

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