Eide Bailly LLP · 1 week ago
Assurance Administrative Assistant
Oklahoma City, OK
Full-time
Onsite
Mid Level
3+ years expEide Bailly LLP is a collaborative workplace committed to integrity and support. They are seeking an Assurance Administrative Assistant to provide administrative support, prepare financial documents, and assist with client engagements while ensuring adherence to guidelines and deadlines.
Business Development
No H1B
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
Qualification
Required
High school diploma
3+ years of experience in administrative support
Experience in public accounting administration is a plus
Ability to thrive in a high-volume, fast-paced work environment
Multi-tasking skills
Ability to meet deadlines
High professional standards and maintain strict client confidentiality
Ability to collaborate and work as part of a team
Ability to work alone with limited supervision
Embrace technology and demonstrate skills to use computer-based technology
Proficient in Microsoft Excel: including the ability to create spreadsheets, perform data entry, use basic formulas, format worksheets
Proficient in Microsoft Word: including formatting, creating tables, headers & footers, and utilizing mail merge functions
Proficient in DocuSign: including creating, sending, and tracking documents for e-signature
Proficient in Adobe Acrobat: including creating, editing, and commenting on PDFs
Proficient in Microsoft Outlook and Teams
Strong written and verbal communication skills
Ability to perform 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
Benefits
Generous paid time off
Comprehensive medical, dental, and vision insurance
401(k) profit sharing
Life and disability insurance
Lifestyle spending account
Certification incentives
Education assistance
Referral program
Company
Eide Bailly LLP
Eide Bailly helps businesses work smarter — financially, operationally, and strategically.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Carrie Haugen
Eide Bailly BOLD Women Program Co-Founder/Co-Facilitator
Timothy Waufle, CPA
Outsourced CFO and Controller
Recent News
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