Job Description

The Audit Administrative Assistant provides overall administrative support to the Audit service line and is responsible for organizing and preparing necessary documents (financial statements, audit result reports, and letters) for accountants as needed. They ensure financial statements and related reports adhere to firm standards according to policies and procedures in place prior to final release.

Success Factors
Responsibilities

• Format and initial proof financial statements in Word and Excel, including add checking of numbers and ensuring number flow is correct
• Format and proof audit results reports, agreed upon procedure reports, and various letters
• Final proof and release all statements, reports, and letters
• Create secure PDF's of all types of documents using Adobe
• Bind statements and reports
• Work with professional staff to ensure a quality product
• Provide backup for front desk, including mail handling and UPS packages, and greet clients in a professional manner
• Assist with scanning, copying, and scheduling of meetings
• Maintain firm documents in adherence to firm policy
• Work collaboratively to provide support to other team members within the firm
• Provide exceptional customer service both internally and externally

• Other duties as assigned

People Management/Relationships

• Take initiative to be a team lead (proactively seek opportunities to help others)
• Treat everyone with respect
• Develop loyalty and trust within the team
• Successfully adapt to different personalities and working styles
• Proactively and effectively communicate information regarding status issues to team members
• Hold self and others accountable for assigned work; seek and provide continuous feedback to learn and develop in role; open to new ideas and suggestions

Business Growth (if applicable)

• Possesses an understanding of RKL's business (service lines, competitors) and client service capabilities and the impact of technology upon the firm's growth and success

Qualification

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

Required Skills

• Excellent organizational skills and a strong attention to detail
• Multitasker with the ability to prioritize work accordingly
• Excellent verbal and written communication skills
• Ability to work autonomously under the pressure of tight deadlines and multiple priorities

Education, Experience and Certifications

• Associate's degree or commensurate experience
• 2+ years' experience in an administrative function
• Prior financial or professional services industry knowledge preferred
• Ability to format information as requested in Excel, Word and PowerPoint and leverage internal systems

• Excellent attention to detail and deadlines with the ability to manage multiple projects at once
• Knowledge of general office methods and procedures, filing, telephone support, scanning and office equipment

Essential Functions

• Regularly required to perform manual tasks, concentrate, think, learn, communicate, sit, stand, walk, use hands and fingers, grasp, handle or feel objects, reach with arms, talk and hear
• Must be able to remain in a stationary position as needed
• The person in this position needs to occasionally move about inside the office and on site at client locations, stoop, kneel, crouch, push and pull
• Vision abilities required include close vision, distance vision and the ability to adjust focus.
• Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer
• Ability to communicate in a professional manner and exchange information with internal and external actors as needed
• Ability to lift/carry up to 20 pounds
• Ability to work outside of normal business hours and weekends as needed
• Ability to travel to local and non-local clients and events as needed, overnight travel may be required
• This job description is subject to change at any time and employee will be given additional responsibilities as assigned

Salary Range:
$20.00 - $28.00

Job Tags

Work at office, Local area, Night shift, Weekend work,

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