Location
canmore, town of canmore, Canada
Posted
June 06, 2026
Job Description
Your role:
- Perform all aspects of printing, filing, assembling, dissemination and filing of client tax returns and related documentation.
- Answering phones and directing calls to the wider team.
- Greeting clients and directing their in-person or digital requests appropriately.
- Liaise with clients when they pick up their tax returns/documentation to ensure they are executed accurately, and client questions are directed appropriately.
- Managing courier requests.
- Managing and creating appointments.
- Manage postal mail, including sending and tracking time sensitive and date stamped packages.
- Scanning and distribution of client documentation and postal mail to appropriate staff and Partners.
- Download/upload documents to/from our ShareFile portal system, then scan and file same.
- Being a key communicator for the larger team, primarily using MS Teams software for communications.