Senior Administrative Professional

• Email and Calendar Management: Confidence to proactively manage calendars and prioritize emails; learning how/what to prioritize without constant direction – get ahead of scheduling conflicts and email response deadlines
• Workload Coordination: Manage and streamline tasks, ensuring deadlines are met and priorities are aligned with business objectives.
• Proactive Support: Anticipate needs by preparing reports, briefing materials, and presentations in advance of meetings.
• Information Management: Gather, analyze, and present key information to aid decision-making processes.
• Meeting Preparation and Coordination: Schedule meetings, prepare agendas, record minutes, and track action items to ensure accountability.
• Stakeholder Engagement: Act as a liaison between the senior leader and internal/external stakeholders, maintaining professionalism and confidentiality.
• Process Improvement: Identify and implement efficiencies in administrative processes to enhance productivity.
• Travel and Expense Management: Coordinate travel arrangements, process expense reports, and manage logistics for business engagements.
• Project Support: Assist in special projects and strategic initiatives as assigned.

• Processing of financial statement and related documents using Caseview or Word up to and including the finished product.
• Quality control regarding visual presentation of financial statements, including proof-reading, check additions, transfers and cross-referencing on financial statements prior to issuing draft/final financial statements.
• Conversion of financial statements and other documentation as required into various format for electronic and hard copy presentation (i.e. PDF, Caseview to Word).
• Drafting, editing, formatting, proofreading and finalizing of various correspondence and documents.
• Checking on working paper documentation completion and follow up if needed.
• Locking down and archiving of files and tax returns in a paperless data storage system (as required).
• Printing, processing/assembling and e-filing of various tax forms such as T1, T2, T3, T3010, T4, T4A, T5, GST, etc.
• Ensuring that all-working paper, tax, correspondence and other documents are filed correctly.
• Ensuring timely delivery of client service either directly or through supporting of professional staff.
• Generating and maintaining of corporate files.
• Check working paper files for sign off on specific forms and documentation completion including follow-up with Partners/Managers when not signed/completed.

• You demonstrate BDO's core values through all aspects of your work: we are curious, collaborative, and kind.
• You understand your client’s industry, challenges, and opportunities; client describes you as positive, professional, and delivering high-quality work.
• You identify, recommend, and are focused on effective service delivery to your clients.
• You share in an inclusive and engaging work environment that develops, retains and attracts talent.
• You actively participate in the adoption of digital tools and strategies to drive an innovative workplace.
• You grow your expertise through learning and professional development.

• You bring 5+ years of experience supporting senior leaders, ideally in professional services or a corporate setting.
• You have 3+ years of experience supporting technical or client-facing work.
• You are organized and detail-oriented, able to juggle multiple priorities with ease.
• You communicate clearly and professionally, both in writing and in conversation.
• You act with discretion and integrity in handling sensitive information.
• You are tech-savvy, with proficiency in Microsoft 365 (Outlook, Word, Excel, PowerPoint, Teams) and modern collaboration tools.
• You can work independently, using sound judgment to anticipate needs.
• You have experience with Caseview, iFirm, or other accounting-specific tools (preferred).
• You may have prior experience in accounting, finance, or consulting environments (an asset).

BDO