Administrative Assistant

Position Summary:

The Administrative Assistant is responsible for a variety of support/operational tasks that primarily assist our audit engagement teams and EQR Department. There will be a variety of additional administrative support tasks that all require excellent organizational, communicative and proactive skills to ensure deadlines are met and key staff are kept aware. The ideal individual will also have strong typing and broad software and computer skills. Individuals should have a high attention to detail, and the ability to quickly transition from one assignment to the next. Team members must embrace the use of technology, automation/efficiencies and a paperless environment as our firm continues to invest in the quality of our client deliverables along with protecting our clients’ data.

Responsibilities:

• Run, review/compile background checks for client acceptance utilizing web-based application

• Provide support to the audit engagement teams with items such as bank confirmation processing, report data entry into government/federal website, etc.

• Support Quality Control (EQR) and Risk partners/departments with licensing, special projects, and other administrative support

• Complex data entry support and organizational information projects, performed in programs such as XCM, Excel, etc.

• Collaborate with staff at all levels, as needed, regarding project clarifications, instructions and completion results

• Learn and utilize multiple software/technology tools required to keep our daily work, workflow and turnaround time efficient and paperless (i.e., XCM, Adobe Pro PDF, various proprietary web-based applications, and more)

• Utilize high level customer service, organizational, proactive, and problem solving skillsets.

Qualifications:

• Associates degree preferred or equivalent work experience

• 2+ years of relevant experience, accounting firm experience is preferred

• Software/technology proficiencies:

o Microsoft Office Suite (including Teams for Video meetings and training, and heavy Word/Excel/Outlook)

o Adobe PDF Pro (including knowledge of editing, redacting, etc., a plus)

o Advanced computer, internet, web form/data entry skills

• Excellent, proactive customer service skills

• Highly attentive to detail and organized

• Effective time management skills to meet deadlines

• Ability to work in and participate in a collaborative team, and self-directed

• Ability to handle confidential information

• Ability to anticipate and manage ambiguity and change

• Excellent communication skills, both verbal and written

• Self-motivated and have the capacity to take on additional responsibilities as needed

• Ability to work additional hours as necessary, including heavier overtime during busy seasons