WHO WE ARE

You know those big cities that still feel like small towns? Where everyone’s friendly and helps each other out? That’s like Doane Grant Thornton. Except here we’re all professionals and there isn’t a mayor or a general store. What we’re trying to say is that we’re a large and growing professional services firm that still feels like a community. We employ about 3000 people across Canada, and we truly care about our colleagues, our clients and the communities where we work and live. That’s what’s most important to us. We’re building a thriving organization that’s purpose driven and still want to remember what your favourite milkshake flavour is.

• Working independently and within a team environment to support the External Client Services team within the Business Unit and/or Service Line to produce high quality client deliverables
• Proactively self-assigning tasks from a queue system
• Supporting the onboarding of new and existing clients and engagements by entering and maintaining client data using Microsoft Dynamics 365 software, creating jobs in D365, rolling forward of jobs/files, and archiving as appropriate for the engagement
• Supporting the engagement team’s risk management processes through research, submission of queries, identification of missing information and review of data
• Preparation of client engagement letters, master service agreements, and statements of work
• Preparation, proof-reading, and formatting of correspondence, reports, proposals, and other documents
• Formatting electronic and/or paper client deliverables in compliance with Firm and departmental standards, ensuring a high level of attention to detail, proof reading, and ensuring timely delivery
• Embedding electronic files, sending, and receiving documents electronically to clients through various secure file transfer platforms, ensuring confidentiality of sensitive information
• Entering data and maintaining paper and electronic files, in accordance with the Firm’s and Department’s document retention, destruction policies, procedures and filing standards
• Providing billing support using Grant Thornton’s systems and in accordance with the terms of the engagement contracts including preparing invoices to clients, as well as following up on AR when appropriate
• Perform various offboarding procedures upon the completion of projects and client relationships
• Provision of training and guidance to new hires and colleagues as needed
• Managing calendars, communications, expense entry, and travel arrangements on behalf of team leadership
• Supporting and assisting with event planning for various internal events and community initiatives
• Coordinating external/internal appointments, meetings, trainings, facility/room reservations and catering
• Supporting the Firm’s professional image and culture by demonstrating professional behaviour and building positive professional relationships
• Supporting the team and partners with national initiatives and goals
• Participating in development of internal systems and processes
• Participating in training to stay current with changes in software and processes
• General administrative duties including, but not limited to answering calls, filing, photocopying, scanning, welcoming clients/colleagues at front desk and organizing couriers
• Other duties as required