Administrative Assistant

Position Overview: The Administrative Assistant will support the Audit team with report preparation, document management, and client communications. This position requires advanced proficiency in Microsoft Office Suite, strong writing skills, attention to detail, and the ability to multitask effectively in a fast-paced, professional environment.

Key Responsibilities:

• Technical Formatting: Formatting and footing audit reports using Microsoft Word and Excel , ensuring clarity, consistency, and proper formatting.
• Documentation Management: Organize and maintain audit files in shared digital environments using Microsoft SharePoint and Excel to track document versions and compliance.
• Client Communication: Use Microsoft Suite to manage proposals, client correspondence, schedule meetings, and coordinate information requests.
• Meeting Support: Create and distribute agendas and meeting minutes using Microsoft Word and OneNote; track follow-up items with Microsoft To Do or Planner.
• Administrative Tasks: Manage team calendars with Outlook, prepare presentations in PowerPoint, and provide general administrative support using Office tools.

Qualifications:

• High school diploma; collegiate degree preferred.
• 2+ years of experience in an administrative role, ideally in a CPA or professional services environment.
• Advanced proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint, OneNote, and SharePoint).
• Strong written communication and organizational skills.
• Ability to prioritize and manage multiple tasks in a dynamic work environment.