Client Relations Administrator (Temporary)

Winnipeg - Canada

Monthly Salary: Not Disclosed

Posted on: Yesterday

Vacancies: 1 Vacancy

Job Summary

We are looking for a Client Relations Administrator to join our growing team at ONBusiness a division of Gauvreau Accounting Tax Law Advisory. This is a pivotal role within the firm responsible for supporting client onboarding bookkeeping and tax administration corporate client services and general office operations. This position ensures that clients receive exceptional service and support. The role involves a blend of client interaction administrative duties and collaboration with internal teams to meet and exceed client expectations.

Accountable For:

Contact new clients to gather all required information and ensure accurate storage on the firms server
Set up new clients in required databases the iFirm Client Portal and complete CRA authorization
Log all Bookkeeping and Tax projects in Karbon including T4 T5 T3 and T1 files
Assemble and deliver client tax packages and coordinate the collection of required signatures
Prepare yearend requirement letters and engagement letters; scan and store signed documentation on the server
Log corporate client yearends and typecheck Financial Services Division statements and correspondence
Obtain signed client approvals for Notice to Reader engagements
Assemble complete financial statement packages
Schedule yearend meetings with the appropriate partner
Perform lockdown and rollforward of CaseWare files

Other Client Services:

Develop and maintain longterm positive relationships with clients
Act as the primary point of contact for clients ensuring clear professional and timely communication
Respond to client inquiries and resolve issues promptly and effectively
Work collaboratively with internal teams to address client needs and ensure quality service delivery
Maintain accurate and uptodate client records
Respond to CRA requests and upload required documentation through Represent a Client
Print and prepare letters invoices financial statements T2 corporate tax returns lead sheets and additional Bookkeeping documentation as requested
Review Partners and managers calendars daily and prepare all required files for upcoming client meetings
Ensure partners and managers have appropriate documentation ahead of meetings
Provide administrative support as directed by the Manager of Administration
Provide backup support to the Supervisor of Client Relations Admin & Tax Assistant including tax duties and client correspondence during absences
Support the management of the iFirm Client Portal as needed
Provide reception desk coverage when required
Maintain positive working relationships with clients suppliers employees contractors shareholders and other stakeholders
Uphold strict confidentiality of all client affairs
Address complaints and resolve conflicts in a courteous and respectful manner escalating when necessary
Report administrative operational and ONBusinessrelated issues to the Manager of Administration in a timely manner
Support and promote the ONBusiness name and values
Maintain cleanliness of the production room including restocking supplies managing boxes and kitchen organization

Qualifications/Skills Experience and Personal Attributes:

Effective communication skills (verbal written electronic);
Solid knowledge and skills in Microsoft Word Excel PowerPoint and Outlook
Proficient keyboarding skills;
Ability to work independently;
Ability to meet deadlines;
Ability to co-ordinate multiple tasks;
Excellent time management skills (organization & prioritization);
A positive attitude with a desire to exceed expectations

Please note: This is a fulltime temporary position for a six (6)month term ending in October 2026 with the potential for extension.

Additionally candidates selected for an interview may be required to complete a skills assessment following the interview. The assessment will take no more than 30 minutes to complete.

We have Four Core Values at Our Firm:

All In(passion for what you do and a commitment to excellence)
Own It(solutions oriented owning outcomes)
Choose Opportunity(willingness to innovate)
Relentless Excellence (redefine expectations)
Better Together(teamwork drives the best results)

Learn more about us here: in this video:
our core values resonate with you

Does your skillset align with this role

If so we want to hear from you!

Required Experience:

Manager