Client Services Administrator - In-Office Position
Job #2607-01
Permanent, Full-Time starting August/September 2026
About McLaren Trefanenko Inc.
McLaren Trefanenko Inc. (MTI) is a well-established and growing Chartered Professional Accounting firm located in New Westminster. For over 40 years, we have proudly served clients across British Columbia. We are forward-thinking and embrace technology to enhance efficiency for both our clients and staff. Our team fosters a close-knit, collaborative environment where we work hard, support each other, and prioritize client success. We look forward to welcoming a new team member who will contribute to our positive and dynamic culture.
About You
You are seeking an in-office administrative position supporting a team of accountants. Your peers and supervisors have described you as a team player, self-driven and focused. You are a quick learner, hard-working, and thrive in a fast-paced environment. You are competent and eager to take on challenges related to new technology. You are excited to share your experience relating to document management in a paperless environment.
You have impressive communication skills, including excellent oral and written English. You take pride in what you do. You value and strive to produce high-quality, professional business documents. Your teammates are jealous of your keen eye for detail, which has made you an exceptional proofreader.
You align with our core values of respect, integrity, and collaboration. You want to work for a firm that provides staff with training and support. You want to be part of a team of professionals who see the importance of giving back to the community and value a fun workplace.
Your Ideal Workday Includes:
- Administration of client files
- Document management librarianship
- Quality control of documents
- Prepare client-ready packages
- Reception support
- Memo and letter writing
- Client contacts
- Project coordination
Our Technology Stack
We are a paperless office and utilize the following software:
- Microsoft Office 365 & Teams
- Document Management Systems
- QuickBooks Online
- CaseWare / CaseView / Jazz-IT
- TaxCycle
- PayWorks
- Dext
What We Offer
- Competitive compensation
- Extended health benefits
- RRSP matching contributions
- Paid sick leave
- Professional development and learning opportunities
- A collaborative and engaging workplace culture
Additional Requirements
The successful candidate will be required to complete:
- A criminal record check
- Reference checks
Skills Required
- In-office availability (work onsite)
- Experience with document management in a paperless environment
- Proficiency with Microsoft Office 365 and Teams
- Experience using Document Management Systems
- Familiarity with QuickBooks Online
- Familiarity with CaseWare, CaseView, Jazz-IT
- Familiarity with TaxCycle
- Familiarity with PayWorks
- Familiarity with Dext
- Excellent oral and written English communication
- Strong proofreading skills and attention to detail
- Administrative experience supporting accountants or accounting team
- Ability to prepare client-ready packages and perform quality control
- Reception support and client contact skills
- Memo and business letter writing skills
- Project coordination skills
- Willingness to complete a criminal record check
- Provide professional reference checks
What We Do
McLaren Trefanenko Inc. is a Chartered Professional Accountants firm located in New Westminster BC for over 30 years. Jason Trefanenko, CPA, CGA along with 14 staff provide accounting and tax services to individuals, corporations, executors, trustees, lawyers and the Public Guardian and Trustee of BC.
