Job Description

Job Title: Workflow Success Coordinator/Senior Administrator

Department: Fulfillment

Location: Lethbridge

Position: Full Time

Direct Report: Workflow Manager

Job Overview

Here to ensure we succeed in our mission of "Growing With You" by helping your Team and our Clients.

WHY YOU ARE HERE

To become a part of an exceptional team to deliver high quality Client Services and ensuring we meet deadlines and expectations.

OBJECTIVES

Clarity, coordination, and accountability--so our team succeeds and our clients are exceptionally served.

ROLES AND RESPONSIBLITIES

Workflow System and Process

Maintain client database including additions and changes inside the different software. Schedule work to meet our clients' needs and achieve efficient resource management. Plan out our processes within the software to ensure we follow a process that works for the team. Monitor budgets during preparation Logging each job on the electronic and visual workflow system

Client Project Success

Follow up with clients to ensure we have the required information to start their project Communicate with clients on project dates, requirements and status as needed Processing client tax-office correspondence, including forwarding/filing/follow-up as required Monitoring tax due dates and advising clients of such Prepare client project maps for all clients

Fulfillment Team Success

Keep the team informed on upcoming deadlines and due dates Help by contacting clients for missing information Reviewing and checking clients' documents Assign work according to capability, capacity in order to achieve efficiency now and in the future Helping the team as needed Workflow software training

Software and Tools

Karbon - own this DocIt - make this work for the team GoProposal - what we sold gets done Keep the team updated with software improvements to ensure we are using as much functionality as possible Build reporting as required from the software

Client Administration

Filing paper or electronic documents Printing and binding of finalized documents Invoicing clients as required Client Administration

QUALIFICATION - ESSENTIAL

Project management experience Communication - verbal and written Adapt to new technology and software Ability to embrace change Bookkeeping experience Reasonable knowledge and understanding of a professional office environment Problem solving ability and acumen

QUALIFICATIONS - DESIRABLE

Experience working with, or exposure to, accounting and tax software such as CaseWare, QBO, Dext, TaxCycle, Karbon, DocIt. Previous experience in customer service/client services Previous experience in an accounting role is an asset

CHARACTERISTICS AND COMPETENCIES

Displays each of the following attributes - excellent work ethic / dedication / punctual / initiative / proactive / attention to detail / organized / self-motivated / innovative Confident enough to develop client relationships and build rapport with staff, business partners and clients A strong desire to see the whole team succeed Ability to work under tight deadlines

CORE VALUES

We believe everyone working with us is the

Right Person

, meaning they hold our Core Values. We also believe they are in the

Right Seat

, meaning they get it, want it, and will excel at it. If you don't align with these, you will not fit in at our Firm:

Curious Problem Solvers

- We love to solve problems; we are continually looking for ways to do things a bit different for the purpose of value and efficiency. We plan, research, analyze, consider, and evaluate our actions and our projects.

Accountable

- We are accountable to doing great work for our Clients, we consider what comes before us and after us in order to meet our deadline and Client service expectations. We do what we say we are going to do and when we are going to do it.

Roll Up Your Sleeves

- Anyone will do anything to ensure that the Firm will accomplish our goals. We do accounting but we also do things that help our Firm grow. No one is unwilling to help out and share their expertise.

Engaged & Dedicated Team

- We are dedicated to you as a valuable member of our team. You are dedicated to us, and as a team we are dedicated to our clients. We act for the betterment of the firm first by being engaged with our Team & Clients.

HOW WILL YOU BE EVALUATED

This function will be evaluated at a performance level using weekly and periodic metrics specific to your 5 roles as part of our Firm scorecard model. Those metrics will evolve over time and may include: one on one conversations, performance reviews, and weekly scorecard review.

WHY CHOOSE IGNITE CPA?

We are more than your cookie cutter accounting Firm. You will become a member of a high performing Team that has a breadth of experience to help you gain a well-rounded understanding of how to help small to medium size business that those larger firms cannot offer. You will learn to be engaged with our Clients and have a positive impact on the finance function in their business. We are more than just ticking boxes; we want to

Grow With You, Our Clients and The Firm.

Do you want to be a part of that?

Job Type: Full-time

Pay: $22.00-$26.00 per hour

Benefits:

Dental care Extended health care RRSP match
Work Location: In person