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Our client, a well-established professional services firm in Calgary, is seeking a Senior Administrative Professional to join their Financial Reporting & Insights team. This is a highly detail-oriented role supporting senior leadership and owning the formatting, quality control, and production of client-facing financial statements and tax-related documentation.
This position is fully on-site in Calgary (5 days/week) with no hybrid or remote option.
Compensation
- $60,000 – $70,000 base salary
Benefits & Perks
- Competitive benefits package (health & dental) starting day one
- Generous paid time off policy plus additional firm closure days
- RRSP program with employer contributions
- Wellness and lifestyle reimbursement programs
- Overtime eligible (as required during peak deadlines)
Note: Parking is not provided.
Responsibilities
- Process financial statements and related documents using CaseView and/or Word, ensuring accuracy and high-quality final output
- Perform quality checks including proofreading, verifying calculations, and cross-referencing working papers
- Convert financial statements and documents into various formats (PDF, CaseView to Word, etc.)
- Draft, edit, format, proofread, and finalize correspondence and internal/external documentation
- Ensure completion of working paper documentation and follow up with relevant stakeholders as needed
- Verify working paper files for sign-off and follow up with Partners/Managers when required
- Lock down and archive files and tax returns within a paperless storage system
- Print, assemble, process, and e-file tax forms including T1, T2, T3, T3010, T4, T4A, T5, and GST
- Maintain accurate filing of tax documents, correspondence, and supporting records
- Generate and maintain corporate files ensuring organization and accessibility
- Support timely client deliverables by coordinating closely with professional staff
Additional Administrative Support:
- Proactively manage email and calendars, resolve scheduling conflicts, and prioritize tasks independently
- Prepare briefing materials, presentations, and reports ahead of meetings
- Schedule meetings, prepare agendas, take minutes, and track action items
- Coordinate travel arrangements and expense reports as needed
- Identify opportunities to streamline administrative processes and improve efficiency
Qualifications
- 5+ years of experience supporting senior leaders (ideally in professional services or public accounting)
- 3+ years supporting technical and/or client-facing work
- Strong experience working with financial statements (formatting, editing, proofreading, quality control)
- Experience with CaseView (or similar financial statement software) strongly preferred
- Excellent attention to detail and ability to produce polished, client-ready documentation
- Confident and professional communicator with the ability to work directly with Partners and senior stakeholders
- Highly organized with strong time management and ability to juggle competing priorities
- Proficient in Microsoft 365 (Outlook, Word, Excel, PowerPoint, Teams)
- Discretion and integrity in handling sensitive client and firm information
At Aplin — together with our brands CompuStaff, Impact Recruitment, and Vantix Systems — we connect great people with great organizations across North America. We believe diverse teams build stronger companies, and we welcome applicants from all backgrounds, experiences, and perspectives. We use AI tools to assist in a fair and efficient matching process, helping our recruiters connect the right people with the right opportunities. To be considered, applicants must be legally entitled to work in Canada, including holding any required permits. Our recruitment services are always free for job seekers.