Administrative Assistant – Peer Review Practice

Kahn Litwin Renza & Co•Boston, MA

3h•$24 - $32•Onsite

About The Position

KLR is seeking an Administrative Assistant to join its Peer Review Practice, based in either the Providence or Boston office. This is a full-time, in-office position that provides administrative and operational support for the firm’s Peer Review Practice. The role involves coordinating deadlines, managing client communications, preparing engagement documentation, maintaining databases, supporting scheduling and workflow, and assisting with marketing initiatives. The ideal candidate is highly organized, detail-oriented, proactive, and comfortable managing multiple deadlines in a fast-paced professional services environment.

Requirements

Associate’s degree or equivalent experience preferred.
3+ years of administrative, project coordination, or professional services support experience preferred.
Prior experience in a CPA firm, accounting environment, or regulated/professional services setting is a plus.
Strong organizational skills with exceptional attention to detail and follow-through.
Ability to manage multiple priorities and deadlines simultaneously.
Excellent verbal and written communication skills.
Proficiency in Microsoft Office Suite, particularly Excel, Word, and Outlook.
Experience with database management and document tracking systems preferred.
Strong organizational and time management skills
Attention to detail and accuracy
Professional communication and client service orientation
Ability to manage confidential information
Problem-solving and proactive follow-up
Ability to work independently and collaboratively in a team environment
Strong deadline management and prioritization skills

Responsibilities

Track and monitor peer review deadlines for clients and prospective clients using internal databases, spreadsheets, and firm systems.
Maintain detailed tracking of review due dates, extensions, approvals, and outstanding action items.
Monitor workflow and ensure timely completion of required administrative steps throughout the peer review lifecycle.
Follow up with firms regarding outstanding documentation, responses, and required submissions.
Serve as an administrative point of contact for peer review clients and prospects throughout the review process.
Coordinate communications including requests for required forms, instructions, reminders, follow-ups, and status updates.
Respond to routine inquiries and escalate technical or complex matters to the appropriate peer review team member.
Maintain professional and timely communication with internal and external stakeholders.
Prepare quotes, engagement letters, invoices, and transmittal materials for engagement and system reviews.
Assist with peer review setup and scheduling, including coordinating timelines with internal reviewers and external team members.
Support engagement selection processes and organize required documentation for reviews.
Prepare final peer review packages, including report letters, representation letters, corrective action materials, and billing follow-up items.
Maintain and update records in PRIMA and other internal tracking systems.
Upload required documents and ensure records are accurate, complete, and current.
Monitor peer review notifications, approvals, extensions, and status updates.
Track engagement progress and assist with ensuring compliance with applicable peer review requirements.
Maintain and update the peer review marketing and prospect database.
Assist with outreach to prospective firms and maintain prospect activity tracking.
Coordinate distribution of peer review newsletters and communications to clients and prospects.
Help maintain current firm and prospect records for marketing purposes.
Work with team to centrally manage the process and software for confirmations, engagement letters, and other technical reports.
Assist with Crunchafi data entry and reporting.
Review, edit, and format technical client reports.
Coordinate materials and data collection with internal team members, clients, and outside parties.
Prepare analysis and documentation in support of services for clients, including deliverable work products.