Administrative Assistant

Eide Bailly LLP•Fargo, ND

11d•Onsite

About The Position

Provide administrative and operational support to Healthcare Consulting, and CAS leadership and team members to promote efficiency, organization, and exceptional client service. This role involves preparing, proofreading, formatting, distributing, and tracking various documents such as proposals, Statements of Work, engagement documents, reports, correspondence, and client deliverables. The Administrative Assistant will coordinate client and internal meetings, assist with client onboarding processes, manage document collection, new client setup, project tracking, workflow management, due-date reporting, and maintain accurate records within firm systems. The position also supports seasonal and year-end activities, financial administration including expense reports and WIP monitoring, and leadership with resource planning, workload management, and special projects. Maintaining department resources, document libraries, and monitoring industry communications are also key functions. The role requires utilizing various firm systems, collaborating with team members, providing backup reception coverage, and assisting with general office operations. Completing assigned projects accurately and on time, meeting established budgets, and maintaining regular in-office attendance are essential.

Requirements

A high school diploma and at least two years of administrative support, project coordination, office management, or client service experience.
Strong organizational, prioritization, time-management, and multitasking skills.
Excellent written and verbal communication skills with strong attention to detail and accuracy.
Proficiency in Microsoft Office 365 applications, including Outlook, Teams, Word, Excel, and PowerPoint.
The ability to maintain confidentiality and exercise sound professional judgment.
The ability to work independently while also collaborating effectively as part of a team.
The ability to manage changing priorities and meet established deadlines.
The ability to work overtime as needed.
The ability to sit or stand for extended periods, bend, stoop, stretch, and lift up to 20 pounds.
Must be authorized to work in the United States now or in the future without visa sponsorship.

Nice To Haves

Experience supporting professional services, healthcare consulting, accounting, advisory, or similar teams is preferred.
Experience with DocuSign, Adobe Acrobat, document management, project management, CRM, billing, or workflow systems is preferred.
Experience with Power BI or QuickBooks is a plus.

Responsibilities

Provide administrative and operational support to Healthcare Consulting, and CAS leadership and team members.
Prepare, proofread, format, distribute, and track proposals, Statements of Work, engagement documents, reports, correspondence, and client deliverables.
Coordinate client and internal meetings, including scheduling, invitations, recurring meetings, agenda support, and follow-up communication.
Assist with client onboarding, document collection, new client setup, project tracking, workflow management, due-date reporting, and maintaining accurate records within firm systems.
Support seasonal and year-end activities, including 1099 administration and other client service needs.
Assist with financial administration, including expense reports, WIP monitoring, and operational reporting.
Support leadership with resource planning, workload management, deadline tracking, employee onboarding and offboarding, process improvements, and special projects.
Maintain department resources, document libraries, learning records, registrations, memberships, subscriptions, publications, and software licensing requests.
Monitor healthcare industry communications and regulatory resources and help maintain department knowledge repositories.
Assist with client setup, opportunity management, compliance documentation, and data integrity within firm systems.
Utilize, document management, CRM, billing, and workflow systems to complete administrative responsibilities.
Collaborate with team members and provide backup and overflow support to other departments as needed.
Provide backup reception coverage and assist with Fargo office operations, including stocking beverage areas, cleaning coffee machines, and assisting with facility needs.
Complete assigned projects accurately and on time while meeting established budgets, turnaround times, and deadlines.
Maintain regular, predictable in-office attendance and work overtime as needed.