Putting people first, every day
BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a people-first culture with a high priority on your personal and professional growth.
Your Opportunity
Our Salmon Arm office is seeking a service-minded Administrative Professional to join our administrative services team, supporting the Financial Reporting & Insights service line. In this role, you will support Partners, Senior Managers and professional staff by helping coordinate client deliverables, managing day-to-day administrative processes and ensuring work is completed accurately and on time.
This is a collaborative role suited to someone who enjoys keeping details organized, supporting a busy team and providing dependable service to both internal and external clients. Training will be provided on firm-specific systems and processes. The successful candidate will own the following job responsibilities:
Prepare, format, and finalize client documents and correspondence, ensuring they are accurate, complete and professionally presented.
Review documents for quality, including proofreading, checking calculations, and cross-referencing information before materials are issued to clients.
Convert and organize documents for electronic and hard-copy delivery, including PDF preparation and file assembly.
Coordinate client deliverables and help ensure documents are completed, approved, signed, and delivered by required deadlines.
Provide administrative support to Partners, Senior Managers and professional staff, including booking meetings, coordinating follow-ups, and helping manage competing priorities.
Support billing and accounts receivable processes by preparing information, tracking items, and following up as needed.
Assist with the preparation, processing and electronic filing of tax, government, and other regulatory documents.
Maintain accurate and organized electronic and paper files, including document filing, file close-out, and archiving.
Follow up with clients and staff on outstanding approvals, signatures, documentation, and other required actions.
Handle confidential and sensitive client and business information with discretion.
Provide coverage and support for other administrative team members during vacations, illness, busy periods, and other absences.
Assist with reception coverage and file room processes as required.
Take on other administrative tasks and routine follow-up to help the team operate efficiently.
How do we define success for your role?
Strong organization skills and the ability to manage multiple priorities and deadlines.
Careful attention to detail and pride in producing accurate, polished work.
Clear, professional communication skills and a helpful, team-oriented approach.
Comfort working with Microsoft Word, Excel, Outlook and PDF documents; experience with accounting, tax or document management software is an asset.
The ability to work independently while knowing when to ask questions or seek direction.
Sound judgment when handling confidential information.
Previous administrative, professional services or office experience is an asset, but we welcome applicants with transferable skills and a willingness to learn.
Your experience and education
You have at least 1 - 3 years of administration experience
You have an Office Administration diploma (or related)
You have thorough knowledge of Microsoft Office computer programs (Word, Excel, Outlook) and a proficiency to learn new software
You can prioritize your workload and have the flexibility to manage multiple tasks
You offer good judgment and analytical skills with a focus on attention to detail
You can work in a deadline-driven work environment and deal with confidential information
You have strong problem solving and communication skills both…