Client Services Coordinator

Are you an experienced client service professional who thrives on providing exceptional internal and external client service and high-quality administrative support? Do you want to live your values and ambitions as part of the most engaged team?

At Baker Tilly Nova Scotia (BTNS), an entrepreneurial, local, independent member firm of Baker Tilly Canada, you will collaborate with a team of 140 dynamic, interesting professionals who pride themselves on exceptional service and commitment to success along with our 59 member-firm offices across the country providing value-added accounting, tax, and advisory services to a wide range of clients from individuals to not-for-profits to large private companies.

Your primary responsibilities will include:

1. Planning events and travel
2. Scheduling meetings, preparing agendas and/or minutes, as requested
3. Assembling outflow of packages to clients, following up on signatures and pick up
4. Accessing client information and status updates from CRA Rep a Client or by calling CRA directly
5. Scanning, printing, photocopying, and collating documents for distribution, mailing, and filing
6. Sending and receiving messages and documents using mail, courier, digital signing software, fax machine, or electronic mail
7. Preparing correspondence, reports, forms, presentations, and other documents
8. Responding to telephone, in person or electronic enquiries or forwarding to appropriate person
9. Accurately completing any data entry or information updates, as assigned
10. Providing back up reception desk coverage including greeting people, directing visitors to the appropriate person, answering and forwarding telephone calls, taking messages, and performing other administrative duties
11. Performing other related duties, as assigned

A successful candidate will have:

1. Minimum of two (2) years relevant experience (office, call center, administrative assistant, supporting role, tax, or accounting firm, etc.)
2. Advanced proficiency with Microsoft Office (Word, Excel, Outlook, Teams)
3. Exceptional attention to detail, time management, and organizational skills to meet competing deadlines
4. Ability to work well independently and as part of a team with excellent interpersonal and communication skills (written and verbal)
5. Willingness to go above and beyond to meet client expectations

Application Information:

If you are ready to be true to yourself while you create great relationships, great conversations, and great futures, we welcome your application to be part of something more. Join our diverse team that delivers high service and performance through deep connection, empathy, and creativity. Now, for the future.

We are actively seeking to add team members from communities with lived experiences of marginalization and underrepresentation. We respect and value everyone for their unique perspective and the difference that they bring as we create a culture of trust and belonging. If you identify as Black, Indigenous, a Person of Colour, 2SLGBTQIA+, Disabled / Person with a Disability, or another marginalized group, we strongly encourage you to apply, even if you wonder whether you fully meet the qualifications in the posting.