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Executive Assistant to the Partnership - Jobs in Montréal, QC

FL Fuller Landau
Job LocationMontréal, QC
EducationNot Mentioned
SalaryNot Disclosed
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypeFull Time

Job Description

Are you looking to join an organization with a strong culture based on values such as leadership, passion and team spiritFL Fuller Landau LLP is a professional services firm focused on family businesses and the entrepreneurial spirit. FL partners and consultants are a dynamic blend of youth and experience, working together to improve the lives and net worth of their clients. FL has been recognized as one of Canada’s Top Employers for Young People three years in a row, as one of Canada’s “Best of the Best” by INSIDE Public Accounting (IPA) and has recently received the “Excellence in Firm Culture” award by IPA.We are looking for an Executive Assistant to the Partnership to join our team!Reporting directly to the Executive Committee, the main responsibilities of this candidate are as follows:

  • Act as a primary resource to complete administrative requests from equity partners
  • Prepare various letters and correspondence
  • Handle scanning, faxing, mail, couriers, help with digital archiving and more for partners
  • Act as a liaison between partners and the billing department by helping to analyze the work-in-process, creating bills for the partners, and sending final bills to clients
  • Sending out statements of accounts to clients
  • Sending collection notices and follow up emails or calls to clients
  • Create clients and mandates in CRM and ensure that all data and information remain up to date
  • Ensure that the information in the file management system (XCM) and electronic file management (EDC – Docushare) are accurate and make corrections as needed.
  • Keep track of confidential information for partners with regards to timely e-filing of their personal tax returns and ensure instalments are paid on-time
  • Prepare expense reports for some partners
  • Assist with timesheets when needed
  • Manage calendars and schedule internal and external appointments, meetings, gatherings, and various other events in conjunction with Marketing
  • Prepare meetings minutes as needed and share follow-up documentation
  • Assisting partners with client lists
  • Assist with reception tasks (manage calls, greeting clients/visitors, etc.) and replace the Receptionist on an as needed basis
  • Handle other various administrative and data entry tasks for partners
What the individual needs to succeed in this role
  • AEC or DEC in administration or other relevant degree
  • Minimum 7 years of experience, preferably in the professional services industry
  • Bilingual English and French, written and spoken
  • Good knowledge of Microsoft Office (Word, Excel, Outlook)
  • Experience with a CRM is a strong asset
The ideal candidate will stand out for their organizational, time and priority management skills and strong attention to detail. The Executive Assistant to the Partnership is methodical, resourceful, tech-savvy and has good interpersonal skills. This person must be capable of effectively managing administrative tasks independently.Perks and Benefits
  • Flexible work hours and telework possibilities
  • Group insurance and health & wellness allowance
  • Located in downtown Montreal with easy access to public transit (Bonaventure metro station, Central Station, and bus)
Job Type: Full-timeWork Location: Multiple LocationsQuick Apply
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