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Springline Advisory · 1 week ago

Administrative Assistant Assurance

Indianapolis, IN

Full-time

Onsite

Entry, Mid Level

2+ years exp

Springline Advisory is an award-winning regional firm that offers a personalized and high-touch service in the accounting and business advisory space. The Administrative Assistant will support the Assurance Department by managing administrative functions, coordinating client deliverables, and ensuring smooth operations within the team.

Business DevelopmentConsultingFinance

H1B Sponsor Likely

Responsibilities

Format and edit financial statements reports using Microsoft Excel and Word working within PFX Engagement to Firm standards and industry requirements

Provide daily phone coverage, answering and directing calls professionally

Process and deliver client deliverables accurately and efficiently

Support client communication by preparing correspondence, engagement letters, and status updates

Perform quality checks on documents and files to ensure accuracy, completeness, and adherence to firm templates

Manage multiple competing priorities with strong organization and time-management skills

Utilize and adapt to evolving technology platforms, demonstrating comfort with changing software and firm systems

Track project timelines and assist with project coordination

Maintain organized filing systems for client documentation and departmental records

Prepare correspondence, reports, and presentations as needed

Serve as a liaison between the Assurance Department and other internal teams

Handle sensitive and confidential information with discretion

Support process improvement initiatives to enhance departmental efficiency

Assist with onboarding new team members and coordinating training materials

Provide general administrative support to department staff

Bonus: Familiarity with the public accounting industry, assurance processes, and/or financial statements to better understand workflow and terminology

Qualification

Microsoft Office SuitePFX EngagementCCH Axcess PracticeCCH Axcess DocumentDocument management systemsOrganizational skillsCommunication skillsAttention to detailTeamworkIndependent work

Required

Associate's degree or equivalent experience within a CPA firm or related field

2-3 years of administrative experience, preferably in accounting, audit, or professional services

Strong proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), with advanced Excel skills preferred

Excellent organizational skills with ability to manage multiple priorities and conflicting deadlines

Strong written and verbal communication skills

High attention to detail and accuracy

Ability to work independently and as part of a team

Preferred

Experience with CCH Axcess Practice, CCH Axcess Document, and PFX Engagement is a plus

Experience with document management systems is a plus

Familiarity with the public accounting industry, assurance processes, and/or financial statements to better understand workflow and terminology

Benefits

Flexibility

Professional development

Enhanced benefits

Company

Springline Advisory

Springline Advisory is a financial and business advisory firm that provides financial consulting and advice services.

Founded in 2023

Dallas, Texas, USA

501-1000 employees

https://springlineadvisory.com/

H1B Sponsorship

Springline Advisory has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2024 (1)