Administrative Assistant Assurance

Springline Advisory•Indianapolis, IN

34d

About The Position

We are seeking a detail-oriented and proactive Administrative Assistant to support our Assurance Department. This position plays a vital role in ensuring smooth operations by managing administrative functions, coordinating client deliverables, and supporting the team and the firm with day-to-day tasks.

Requirements

Associate's degree or equivalent experience within a CPA firm or related field
2-3 years of administrative experience, preferably in accounting, audit, or professional services
Strong proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), with advanced Excel skills preferred
Excellent organizational skills with ability to manage multiple priorities and conflicting deadlines
Strong written and verbal communication skills
High attention to detail and accuracy
Ability to work independently and as part of a team

Nice To Haves

Familiarity with the public accounting industry, assurance processes, and/or financial statements to better understand workflow and terminology.
Experience with CCH Axcess Practice, CCH Axcess Document, and PFX Engagement is a plus
Experience with document management systems is a plus

Responsibilities

Format and edit financial statements reports using Microsoft Excel and Word working within PFX Engagement to Firm standards and industry requirements
Provide daily phone coverage, answering and directing calls professionally
Process and deliver client deliverables accurately and efficiently
Support client communication by preparing correspondence, engagement letters, and status updates.
Perform quality checks on documents and files to ensure accuracy, completeness, and adherence to firm templates.
Manage multiple competing priorities with strong organization and time-management skills.
Utilize and adapt to evolving technology platforms, demonstrating comfort with changing software and firm systems.
Track project timelines and assist with project coordination
Maintain organized filing systems for client documentation and departmental records
Prepare correspondence, reports, and presentations as needed
Serve as a liaison between the Assurance Department and other internal teams
Handle sensitive and confidential information with discretion
Support process improvement initiatives to enhance departmental efficiency
Assist with onboarding new team members and coordinating training materials
Provide general administrative support to department staff