Data Coordinator - Toronto, Canada - Crowe Soberman LLP

Crowe Soberman LLP

Verified Company

Toronto, Canada

1 week ago

Posted by:

Sophia Lee

beBee Recruiter

Description

As a public accounting firm, Crowe Soberman LLP is committed to going beyond tax returns and financial statements.

With a focus on relationships, we provide exceptional professional service and trusted advice designed to meet the special and on-going needs of our clients.

Today, we are ranked as one of the premier chartered accounting firms in Canada.

Major Responsibilities:

Create, transfer, close and reopen accounts
Maintain and oversee client accounts and related data in all of our systems: CRM, Dynamics and Mavenlink
Rollover, closing and transferring of projects
Provide recommendations to partners on client account and project structure
Transfer WIP between accounts
Periodic review of WIP to ensure accounts are cleared in a timely manner
Backup for weekly/daily time check and related time reports
Ad hoc reporting as needed

Qualifications:

Experience in a customer service role with a focus on data entry and maintenance
Minimum 2 years' experience in a professional services firm required
Ability to meet tight deadlines, while still abiding by our accuracy standards
Strong attention to detail with analytical and problem solving skills
Strong oral and written communication skills
A flexible and adaptable team player
Ability to learn new software and processes
Proficiency with all Microsoft Office products and intermediate level Excel
Knowledge of Microsoft Dynamics 365 and SharePoint are an asset

Salary:
$40,000.00-$50,000.00 per year

Benefits: