Client Services Coordinator (Full-Time, Temp To Perm)

Baker Tilly GWD is a leading midsize accounting firm with offices in Guelph and Elora. Locally owned, we make an impact with value-added accounting, advisory, audit and tax services.

We serve clients at all stages of their development from emerging and owner-managed businesses to large private companies, not-for-profit organizations, professionals, and individuals. We have a long-standing reputation of providing high quality personalized services across a broad range of industries.

Outside our two offices, we also draw on the speciality services provided across the Baker Tilly Canada network, and globally through our affiliation with Baker Tilly International. This offers the best of both worlds with the ability to be part of an independent firm and take your career further with the potential for unlimited growth.

We have ambitious plans and are creating dozens of opportunities for talented individuals to join our growing team. We recognize that our success goes hand in hand with the success of our people and are striving to create a firm that everyone wants to work at! Our commitment to this goal was recognized by winning the CWCC 2021 Employer of the Year award.

We encourage everyone to Be True to their values and ambitions by:

Driving your own potential:

• Merit-based promotions and uncapped growth opportunities;
• Dedicated Coach to support development and career advancement.
• Comprehensive benefits package;
• Professional development budget; and
• Individual performance-based annual bonuses;

Enjoying more time away from the office and work-life balance:

• Two additional weeks of paid time off during the Summer months;
• Three weeks starting vacation;

Giving back to the community:

• Local charitable initiatives; and
• A commitment to help you achieve your personal goals outside work.
• Three paid days off to volunteer;

If you are keen to be part of a collaborative and supportive team – we want to hear from you!

Your primary responsibilities will include:

A temporary contract position with the possibility of converting to a permanent full-time role in September 2023.

As the first point of contact, the Client Services Coordinator will be the face of Baker Tilly GWD. You provide first impressions, embody the firm’s values and confidently assist our external and internal clients.

• Assisting with building maintenance and operational issues
• Calendar management and scheduling meetings
• Other general administrative duties
• Ensure boardrooms, reception and common areas are tidy and presentable, with all necessary stationery and supplies
• Supports continuity among work teams by documenting and communicating actions, irregularities and opportunities for improvement
• Managing the flow of client information in and out of the office
• Administering client payments and bank deposits
• Screening and redirecting client inquiries, gauging the urgency and escalation requirement
• Managing the front desk including the switchboard, incoming and outgoing mail, client greetings and hospitality
• Reviewing client documents for accuracy and completeness
• Managing office file room, directories, equipment and telecommunications systems
• Ordering office supplies and maintaining inventory of stock

A successful candidate will have:

• High attention to detail and accuracy
• College or university qualification
• Tech savvy and proficient with MS Office Suite
• Professional manner and corporate presentation
• Sound judgment regarding confidential and sensitive matters
• Ability to work autonomously and as part of a team
• Exceptional customer service, interpersonal and communication skills
• Ability to effectively pivot between tasks while maintaining focus
• Ability to prioritize and manage deliverables, adhering to time constraints
• Proactive self-starter with a can-do attitude
• Experience working in a corporate or professional services environment
• Comfortable working onsite and standard operating hours from 8:30am to 5:00pm

Application Information:

If you are interested in this opportunity, please send your resume in confidence to [email protected]. Please indicate Client Services Coordinator in the subject field.

Baker Tilly GWD is an equal opportunity employer. We are committed to building and maintaining an inclusive work environment. We recognize the strength of diversity and encourage applications from all qualified candidates. Accommodation is available to all applicants upon request through our recruitment and selection process.