Client Coordinator

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Burkett & Co. Chartered Professional Accountants
Suite 200, 3561 Shelbourne Street
Victoria, BC, V8P 4G8

Burkett & Co. Chartered Professional Accountants is a Victoria-based firm providing accounting and tax services to small and medium sized businesses as well as high-net-worth individuals and their families. We pride ourselves on developing deep relationships with clients, characterized by trust and reliability.

Our purpose at Burkett & Co. is to empower our clients to achieve their business and personal financial goals. We strive to develop our experience and knowledge of the latest financial reporting, financial and estate planning and Canadian tax strategies. We turn our knowledge into value for our clients through our pro-active approach to providing comprehensive and innovative solutions.  Among our Core Values are teamwork and a commitment to excellence.

Job Description
We are seeking a Client Coordinator to join Burkett & Co.’s talented team. The successful candidate will reflect our firm’s core values while provide high level administrative support to all members of our team as well as our clients.  The right person will recognize that their role in our firm is vital and has the possibility of growing into something much more.  This is a full-time position reporting directly to the Director of Operations.

Key Responsibilities
• Prepare materials for client meetings, assist with setting up client meetings, debriefs and follow ups
• Maintain client database, electronic, and paper files
• Provide exceptional customer service to our existing and new clients both on the phone and by email/mail correspondence
• Co-ordinate travel arrangements, business and personal for management, as required
• Mail opening and sorting, mail services for clients, prepare packages and coordinate with courier & mail service
• Maintain and update policy and procedure manuals and standard letters to CRA
• Perform work related errands (i.e.: post office and bank runs) and other tasks, as requested by your supervisor

• Prior experience in an administrative support role, experience working in an accounting office an asset
• Excellent written and verbal communication skills, prior client-facing experience
• Advanced Microsoft Word, Excel, and PowerPoint skills
• Ability to work collaboratively with other professionals, as well as independently
• Handle varied roles and responsibilities and meets deadlines
• A high regard for accuracy and attention to detail in fast-paced, high-pressure environment
• Strong work ethic. self-motivated and resourceful
• Ability to troubleshoot basic computer/technical issues
• The ability to work extended hours during busy season (January to April) is required

Burkett & Co. offers a friendly mentoring environment, and as part of our team you will look forward to receiving support and gaining knowledge to enhance your educational experience. Students at Burkett & Co. follow a pre-approved training path and benefit from a work program very closely aligned to the CPA curriculum itself.

If this opportunity sounds like a good fit for you, please submit your cover letter, resume and transcripts. We thank all applicants but only those selected for further consideration will be contacted.

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To apply please submit your resume, cover letter, and a copy of transcripts (if applicable).

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