Administrative Assistant [Receptionist]

Office Location : Kelowna, BC

Position : Administrative Assistant

Responsibilities

• Working independently and within a team environment to support the client service staff to produce high quality client deliverables
• Managing electronic and paper-based client files and compilations of tax returns
• Formatting financial statements in compliance with Firm standards
• Prepare letters and reports using firm templates in compliance with Firm standards
• Proof‑read, review for quality and verify content before finalizing any client deliverables
• Preparing hard files for clients based on requests from the external client service team and new client setup processes
• Assist with coordinating office events, including preparation, logistics, and collaboration with internal teams and committees
• Work closely with various internal committees to support initiatives, communications, and even...