Linda M. Jones
Edmonton
Summary
Over 40 years of experience in administrative support within CPA firms of various sizes, including small, mid-sized, and large international firms. Demonstrated ability to manage multiple tasks efficiently while maintaining a high level of organization and attention to detail. Proficient in adapting to new programs and procedures, ensuring seamless operations and support. Committed to continuous learning and professional development in a dynamic work environment.
Overview
44
44
years of professional experience
Work History
Client Experience Specialist
Baker Tilly RSG LLP (formerly Ross & Sylvester LLP)
11.2016 - 10.2024
- Sole admin in the Edmonton office for 1 partner and 5 staff (CPAs and accounting tech) as well as providing backup to partners and staff in satellite offices
- Managed reception and Teams phones, providing backup support for multiple offices.
- Maintained electronic filing system using Doc-It to ensure a paperless office.
- Oversaw office equipment maintenance, including copiers, printers, and computers.
- Ordered and managed inventory of all office supplies to ensure operational efficiency.
- Developed and enhanced relationships with existing customers through excellent customer service and timely follow-up.
- Handled client interactions, processing CRA payments and addressing inquiries effectively.
- Prepared financial statement packages and invoices using Caseware and IFirm, ensuring accuracy.
- Compiled and sent monthly and yearly mailouts, utilizing Word and Excel for documentation.
- Coordinated office relocation in 2019
Administrative Assistant
Bryan Mason & Company, Chartered Accountants
01.2011 - 10.2016
- Administered operations for five Chartered Accountants and one technician, overseeing phone and reception tasks.
- Served as personal assistant to owner/manager, managing travel arrangements and expense reports.
- Handled all correspondence and invoices, including proofing and assembling client financial packages and T2 tax returns.
- Executed internal accounting using QuickBooks, managing accounts payable, receivables, credit cards, and bank reconciliations.
- Conducted time entry and invoicing through TPS; maintained filing systems both paper and electronic.
- Downloaded and installed software updates on server to ensure optimal performance.
- Corrected and printed T4s and T5s; assembled CRA forms for yearly mailouts and processing review requests.
- Organized directories and files on server for improved accessibility
- Maintenance of office equipment, copier, fax, security system
Senior Administrative Assistant
MacKay LLP Chartered Accountants
03.2008 - 12.2009
- Developed a comprehensive electronic filing system that facilitated efficient document retrieval.
- Prepared corporate and personal information packages with attention to detail for client delivery.
- Created impactful PowerPoint and Excel presentations for quotes to increase client engagement.
- Transcribed Dictaphone recordings for accurate documentation of important discussions.
- Provided coaching to new employees on performance standards and administrative protocols.
- Ensured timely delivery of accurate information packages for clients to build trust and reliability.
Executive Assistant
Deloitte LLP
09.2001 - 01.2008
- Streamlined day-to-day office functions for three partners, senior managers, and students.
- Managed executive calendars to optimize scheduling of meetings and travel arrangements.
- Handled confidential information with discretion, ensuring secure storage and distribution.
- Arranged golf tournaments and Christmas parties to foster team engagement.
- Assisted with data entry for initial client lottery work, maintaining accuracy and efficiency.
- Coordinated communication by screening calls and emails, responding as necessary.
- Prepared expense reports and managed billing processes to ensure timely payments.
- Supported retired partner with special projects and estate work for high-profile clients.
Administrative Assistant
Veres Picton & Company, Chartered Accountants
06.1980 - 09.2001
- Transitioned from electronic typewriters to a fully networked computer and server system.
- Established financial statements on early computer with 8” disc drive.
- Maintained job staffing database while managing client interactions daily.
- Supported hiring and training processes for new administrative staff.
- Facilitated invoicing and correspondence, creating new templates as required.
- Organized office events, including holiday parties and team-building activities.
- Managed multi-line phone system, routing calls and greeting visitors promptly.
- Ensured confidentiality of sensitive information by implementing secure filing systems.
Education
High School Diploma -
Jasper Place Composite High School
Edmonton, ABSkills
- Teamwork and collaboration
- Time management
- Attention to detail
- Multitasking
- Reliability
- Computer proficiency
- Customer service
- Organizational skills
- Adaptability
- Microsoft Office expertise
- Task prioritization
Timeline
Client Experience Specialist
Baker Tilly RSG LLP (formerly Ross & Sylvester LLP)
11.2016 - 10.2024
Administrative Assistant
Bryan Mason & Company, Chartered Accountants
01.2011 - 10.2016
Senior Administrative Assistant
MacKay LLP Chartered Accountants
03.2008 - 12.2009
Executive Assistant
Deloitte LLP
09.2001 - 01.2008
Administrative Assistant
Veres Picton & Company, Chartered Accountants
06.1980 - 09.2001
High School Diploma -
Jasper Place Composite High School
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