Position Summary:

As an Administrative Assistant, you will provide essential administrative support to facilitate the smooth operation of the organization. You will perform a variety of tasks, including managing correspondence, scheduling appointments, organizing meetings, and handling administrative requests. Your strong organizational skills, attention to detail, and ability to multitask will contribute to the efficiency and effectiveness of the team and the overall success of the organization.

Tasks:

Document Preparation:

Generate and deliver engagement letters

SAS reports

Financial statements and proposals

Maintains and updates standard operating procedures and templates

 Administrative Support:

Maintain accurate records and databases, ensuring data integrity and confidentiality

Updates and maintains team task management software

Finalizes workpapers for permanent records

Assigns employee/manager reviews following completion of projects

Delivers proposals and engagement letters

Office Support:

Serve as a point of contact for internal staff and external stakeholders, providing exceptional customer service

Support special projects and initiatives as assigned

Occasional reception area coverage

Special project responsibilities for specific office or entire region (i.e. e-filing, CPE tracking, bulk engagement letters)

Skills:

Required education and experience

High School Diploma (or GED or High School Equivalence Certificate)

3+ years of relevant experience

Proficient in using office software and tools, including MS Office Suite (Word, Excel, Outlook, PowerPoint)

Preferred education and experience

Software: Engagement, CCH Prosystem FH, Axcess Tax, Axcess Document, Axcess Workstream, Maconomy, Safesend

Advanced Excel skills including VLOOKUP/XLOOKUP; comparing reports acorss various platforms

Editing experince preferred