Administrative Assistant

Your role:

• Perform all aspects of printing, filing, assembling, dissemination and filing of client tax returns and related documentation.
• Answering phones and directing calls to the wider team.
• Greeting clients and directing their in-person or digital requests appropriately.
• Liaise with clients when they pick up their tax returns/documentation to ensure they are executed accurately, and client questions are directed appropriately.
• Managing courier requests.
• Managing and creating appointments.
• Manage postal mail, including sending and tracking time sensitive and date stamped packages.
• Scanning and distribution of client documentation and postal mail to appropriate staff and Partners.
• Download/upload documents to/from our ShareFile portal system, then scan and file same.
• Being a key communicator for the larger team, primarily using MS Teams software for communications.
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