Client Services Administrator

Job summary

The role involves administering client files and managing documents within a paperless environment. Responsibilities include preparing client-ready packages, providing reception support, and coordinating projects.

Job details

Client Services Administrator - In-Office Position Job #2607-01 Permanent, Full-Time starting August/September 2026 About McLaren Trefanenko Inc. McLaren Trefanenko Inc. (MTI) is a well-established and growing Chartered Professional Accounting firm located in New Westminster. For over 40 years, we have proudly served clients across British Columbia. We are forward-thinking and embrace technology to enhance efficiency for both our clients and staff. Our team fosters a close-knit, collaborative environment where we work hard, support each other, and prioritize client success. We look forward to welcoming a new team member who will contribute to our positive and dynamic culture. About You You are seeking an in-office administrative position supporting a team of accountants. Your peers and supervisors have described you as a team player, self-driven and focused. You are a quick learner, hard-working, and thrive in a fast-paced environment. You are competent and eager to take on challenges related to new technology. You are excited to share your experience relating to document management in a paperless environment. You have impressive communication skills, including excellent oral and written English. You take pride in what you do. You value and strive to produce high-quality, professional business documents. Your teammates are jealous of your keen eye for detail, which has made you an exceptional proofreader. You align with our core values of respect, integrity, and collaboration. You want to work for a firm that provides staff with training and support. You want to be part of a team of professionals who see the importance of giving back to the community and value a fun workplace. Your Ideal Workday Includes: Administration of client files Document management librarianship Quality control of documents Prepare client-ready packages Reception support Memo and letter writing Client contacts Project coordination Our Technology Stack We are a paperless office and utilize the following software: Microsoft Office 365 & Teams Document Management Systems QuickBooks Online CaseWare / CaseView / Jazz-IT TaxCycle PayWorks Dext What We Offer Competitive compensation Extended health benefits RRSP matching contributions Paid sick leave Professional development and learning opportunities A collaborative and engaging workplace culture Additional Requirements The successful candidate will be required to complete: A criminal record check Reference checks

What you’ll do

The role involves administering client files and managing documents within a paperless environment. Responsibilities include preparing client-ready packages, providing reception support, and coordinating projects.

Requirements

Candidates should be self-driven team players with excellent English communication skills and a keen eye for detail. Proficiency in document management and a willingness to learn new technology are essential.

Benefits

• Extended Health Benefits
• RRSP Matching Contributions
• Paid Sick Leave
• Professional Development And Learning Opportunities

Listed skills

• Project management · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Document Management
• Proofreading
• Project Coordination
• Client Communication
• Administrative Support
• Quality Control
• Microsoft Office 365
• QuickBooks Online
• CaseWare
• TaxCycle
• PayWorks
• Dext
• CaseWare Software Applications
• Microsoft 365
• Strong Work Ethic
• Quick Learning
• Accounting
• Client Services
• Communication
• Document Management Systems
• Memos
• QuickBooks (Accounting Software)
• Written English

Job areas

• Administrative
• Finance & Accounting
• Customer Service & Support
• Client Service Administrator
• Customer Service Supervisor
• Sales and Marketing Managers
• First-Line Supervisors of Office and Administrative Support Workers

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