Job Description

Key Responsibilities

Partner Support:

Manage calendars, email, travel arrangements, invoicing, and A/R for Partners.

Client Coordination:

Act as a primary point of contact for client scheduling, inquiries, and follow-ups.

Document Preparation:

Draft and edit correspondence, reports, proposals, presentations, and Excel workbooks; ensure all outgoing materials are polished and accurate.

Workflow Management:

Track upcoming client deadlines (year ends, tax filings, deliverables), prepare supporting materials, and coordinate logistics for meetings.

Billing & Finance Support:

Monitor WIPs and expenses, prepare draft invoices, finalize and issue bills in line with deadlines.

CRM & Data Management:

Enter and maintain accurate client information in our practice management system.

Quality Control:

Conduct accuracy, completeness, and formatting reviews of documents before delivery.

Meeting Support:

Record minutes when required and distribute/organize records.

Operational Support:

Prepare, submit, and reconcile Partner expense reports; maintain filing systems; manage occasional reception and general office duties.

Process Improvement:

Contribute ideas to improve efficiency across administration, client onboarding, and team workflows.

Collaboration:

Work closely with Partners, CPAs, and staff accountants to ensure deadlines are met and clients receive exceptional service.
Skills & Experience

Post-secondary education in administration, business, or related field (asset). 2-4 years of administrative/clerical experience; professional services or accounting firm experience preferred. Strong proficiency in Microsoft Word, Excel, and PowerPoint. Familiarity with Caseware, CaseView, TaxCycle, or similar accounting/tax software (asset). Strong client service focus -- able to handle sensitive information with integrity, tact, and discretion. Excellent organizational and time management skills; comfortable juggling multiple deadlines. Strong written and verbal communication skills. Proactive problem-solver with flexibility to adapt to changing priorities.
What We Value at Propel

Integrity:

We do the right thing -- always.

Entrepreneurial Spirit:

We adapt, innovate, and turn challenges into opportunities.

Client Focus:

We put the success of our clients at the center of everything we do.

Collaboration:

We work as a team, with shared accountability and mutual respect.

Resilience & Flexibility:

We embrace change and support one another in achieving collective goals.
Job Type: Full-time

Pay: Up to $50,000.00 per year

Education:

Bachelor's Degree (preferred)
Work Location: In person