Assurance Administrative Assistant

Eide Bailly LLP•Oklahoma City, OK

1d•Onsite

About The Position

Perform the preparation, editing, and formatting of financial statements, forecasts and general correspondence through word processing, spreadsheet, and pdf tasks. Work with accountants to ensure that all documents are properly formatted and prepared according to Firm and/or client-specific guidelines. Utilize Engagement software and other online applications to complete a wide range of tasks. Prepare and assemble reports, company materials, and client documents as directed. Conduct math checks, proofing, and formatting of financial statements before they are processed. Assist with preparation of Assurance and CAS (Client Accounting Services) engagement letters. Assist CAS with administrative projects such as check printing, binding reports, requesting delivery of documents. Process client confirmations. Prepare invoices for Audit and CAS billers (partners). Arrange various meetings via conference calls, video conference and webcasts. Attend Audit and CAS departmental meetings and document discussion topics and action items as needed. Provide general administrative support to partners, senior managers, managers, and staff of Eide Bailly and its affiliates, including typing, faxing, and running errands. Assist other admin staff as requested by the Office Administrator. Perform backup receptionist duties as needed. Answer and direct incoming calls and greet clients. Work together with the entire administrative team to ensure project deadlines are met and workload is evenly dispersed.

Requirements

You have a high school diploma and 3+ or more years of experience in administrative support; experience in public accounting administration is a plus.
You thrive in a high-volume, fast-paced work environment.
You are a multi-tasking master, and there has never been a deadline you could not meet.
You hold yourself to the highest professional standards and maintain strict client confidentiality.
You love collaborating and being part of a team, but also enjoy working alone with limited supervision.
You embrace technology and can demonstrate you have the skills to use computer-based technology to complete different tasks.
You are proficient in: Microsoft Excel: including the ability to create spreadsheets, perform data entry, use basic formulas, format worksheets.
Microsoft Word: including formatting, creating tables, headers & footers, and utilizing mail merge functions.
DocuSign: including creating, sending, and tracking documents for e-signature.
Adobe Acrobat: including creating, editing, and commenting on PDFs.
Microsoft Outlook and Teams.
You have strong written and verbal communication skills.
This position requires prolonged standing and sitting, some bending, stooping, and stretching, and the ability to lift 20 lbs.
Must be authorized to work in the United States now or in the future without visa sponsorship.

Nice To Haves

experience in public accounting administration is a plus.

Responsibilities

Perform the preparation, editing, and formatting of financial statements, forecasts and general correspondence through word processing, spreadsheet, and pdf tasks.
Work with accountants to ensure that all documents are properly formatted and prepared according to Firm and/or client-specific guidelines.
Utilize Engagement software and other online applications to complete a wide range of tasks.
Prepare and assemble reports, company materials, and client documents as directed.
Conduct math checks, proofing, and formatting of financial statements before they are processed.
Assist with preparation of Assurance and CAS (Client Accounting Services) engagement letters.
Assist CAS with administrative projects such as check printing, binding reports, requesting delivery of documents.
Process client confirmations.
Prepare invoices for Audit and CAS billers (partners).
Arrange various meetings via conference calls, video conference and webcasts.
Attend Audit and CAS departmental meetings and document discussion topics and action items as needed.
Provide general administrative support to partners, senior managers, managers, and staff of Eide Bailly and its affiliates, including typing, faxing, and running errands.
Assist other admin staff as requested by the Office Administrator.
Perform backup receptionist duties as needed. Answer and direct incoming calls and greet clients.
Work together with the entire administrative team to ensure project deadlines are met and workload is evenly dispersed.