Titre du poste ou emplacement

Client Relations Administrator

Gauvreau & Associates - 9 emplois
Steinbach, MB
Publié il y a 2 jours
Détails de l'emploi :
Temps plein
Gestion

Salary:

We are looking for a Client Relations Administrator to join our growing team at ONBusiness, a division of Gauvreau Accounting Tax Law Advisory. This is a pivotal role within the firm, responsible for creating a welcoming and professional atmosphere at our Steinbach office for all clients and visitors, and dedicated to building and maintaining strong, long-term relationships with clients. This position ensures that clients receive exceptional service and support. The role involves a blend of client interaction, administrative duties, and collaboration with internal teams to meet and exceed client expectations.

Accountable For:

Promptly greet clients and visitors upon arrival at reception

Offer refreshments to clients and visitors

Answer and direct phone calls; take messages and promptly deliver to appropriate team member

Ensure the reception area is clean and organized

Handle incoming and outgoing mail and packages

Maintain logbook of incoming/outgoing client records, mail and courier packages

Prepare weekly correspondence to CRA and arrange courier

Receive payment from clients

Preparation and distribution of Daily Cash spreadsheet

Cash out and prepare settlement reconciliation on POS system end of each day

Responsible for unlocking and locking front and back entrances at appropriate times

Responsible for checking drop box each morning for client records

Responsible for turning the TV on and off at appropriate times

Responsible for ensuring garbage and recycling bins are put out for pick up and returned the following day

Contact client to gather all required information and properly store the information on the server

Set up in various databases

Responsible for logging in all Bookkeeping and Tax projects

Responsible for logging in T4/T5/T3/T1s; assemble and deliver client packages and collection of signatures

Preparation of year end requirement letters and engagement letters; scan onto server once received back signed

Responsible for logging in of client year end projects

Assembly of financial statement package

Responsible for scheduling year end meeting with appropriate partner

Lockdown and roll forward of CaseWare files

Other Client Services:

Develop and nurture long-term relationships with clients

Address client inquiries and resolve issues promptly

Act as the primary point of contact for clients, ensuring clear and effective communication

Work with internal teams to address client needs and ensure quality service

Maintain accurate and up-to-date records of client information

Respond to CRA requests, and upload required information via Represent a Client

Print letters, invoice, financial statements, T2 corporate tax returns, and lead sheets, extra lead sheets for Small Business when requested

Check shareholders and managers calendars daily to confirm and prepare for any client meetings;

Ensure the shareholders and managers have appropriate files for their meetings

And other general duties as assigned

Qualifications/Skills, Experience, and Personal Attributes:

Effective communication skills (verbal, written, electronic);

Solid knowledge and skills in Microsoft Word, Excel, PowerPoint and Outlook

Proficient keyboarding skills;

Ability to work independently;

Ability to meet deadlines;

Ability to co-ordinate multiple tasks;

Excellent time management skills (organization & prioritization);

A positive attitude with a desire to exceed expectations;

Likes to have fun at work every day.

This position is located in our Steinbach office however training will take place for part of August in our Winnipeg office therefore you must have access to a vehicle.

We have Four Core Values at Our Firm:

  1. All In(passion for what you do and a commitment to excellence)
  2. Own It(solutions oriented, owning outcomes)
  3. Choose Opportunity(willingness to innovate)
  4. Better Together(teamwork drives the best results)

Learn more about us here: https://gauvreaucpa.ca/join-us/and in this video:
https://www.youtube.com/watch?v=XuJBnoF5lpY

Do our core values resonate with you?

Does your skillset align with this role?

If so, we want to hear from you!

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