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Job Description
This position will be focused on providing report processing (typing, formatting, production) and administrative support, as well as independent project assignments, to primarily the Government practice and other practices as necessary. Responsibilities include but are not limited to report processing for both excel and word documents, engagement letters and related, updating proforma documents and filing of reports, and creating proposals and presentations and general administrative assistance as requested. The position requires the individual to be capable of functioning in a dynamic environment with changing priorities, especially during busy season to meet deadlines. This role requires a very high level of professionalism in communicating with both external and internal contacts and the individual should have the ability to exercise independent judgment in such dealings. An advanced proficiency in
- Responsible for report processing using excel, word and adobe software.
- Prepare reports using Firm standard formats including proactive formatting as part of making requested report updates
- Provide general administrative support to the office.
- Prepare correspondence, proofread and format documents using Microsoft Word.
- Prepare engagement letters and proposals in accordance with Firm policies and procedures.
- Assemble and generate reports using Firm supported software.
- Create and work with Excel spreadsheets.
- Handle incoming and outgoing mail on a backup basis
- Prepare invoices/billings for entire team as directed on a backup basis
- Create, edit and proofread PowerPoint presentations from various sources as directed.
- Assist administrative team with duties as needed, including but not limited to providing coverage for receptionist, CRM management, working with a team on special projects and other administrative duties as they may be required.
- Manage, research and synthesize data for high level projects.
- Conduct research as needed for practice/office needs
- Must follow Firm’s procedures, style-manual and protocol.
Job Description
This position will be focused on providing report processing (typing, formatting, production) and administrative support, as well as independent project assignments, to primarily the Government practice and other practices as necessary. Responsibilities include but are not limited to report processing for both excel and word documents, engagement letters and related, updating proforma documents and filing of reports, and creating proposals and presentations and general administrative assistance as requested. The position requires the individual to be capable of functioning in a dynamic environment with changing priorities, especially during busy season to meet deadlines. This role requires a very high level of professionalism in communicating with both external and internal contacts and the individual should have the ability to exercise independent judgment in such dealings. An advanced proficiency in
Excel, Word and Adobe software are required. A high level of proficiency is also required for administrative skills including communication and technology. Must be able to work in a rapidly changing environment and provide timely, high-quality and accurate work product.
Essential Duties
- Responsible for report processing using excel, word and adobe software.
- Prepare reports using Firm standard formats including proactive formatting as part of making requested report updates
- Provide general administrative support to the office.
- Prepare correspondence, proofread and format documents using Microsoft Word.
- Prepare engagement letters and proposals in accordance with Firm policies and procedures.
- Assemble and generate reports using Firm supported software.
- Create and work with Excel spreadsheets.
- Handle incoming and outgoing mail on a backup basis
- Prepare invoices/billings for entire team as directed on a backup basis
- Create, edit and proofread PowerPoint presentations from various sources as directed.
- Assist administrative team with duties as needed, including but not limited to providing coverage for receptionist, CRM management, working with a team on special projects and other administrative duties as they may be required.
- Manage, research and synthesize data for high level projects.
- Conduct research as needed for practice/office needs
- Must follow Firm’s procedures, style-manual and protocol.
Qualifications
- 5 to 7 years experience in administrative support.
- High School Diploma or equivalent.
- Relevant experience, preferably in a large corporate, professional services environment.
- Strong ability to follow detailed instructions and work independently with minimal direction while exercising good judgment/decision making.
- Ability to communicate with assigned partner and other client servers regarding project issues/questions, deadlines, project load and prioritization.
- Highly organized with the ability to prioritize effectively while working on multiple tasks
- Exceptional and professional communication skills.
- Advanced/strong technical skills and experience with Microsoft Office (Outlook, Word, Excel, Power Point) and Adobe
- Experience processing, proofreading and formatting documents.
- Ability to link Excel spreadsheets to work documents.
- Ability to extend time commitments during periods of meeting critical deadlines.
- Ability to perform in unique and changing environment by responding effectively to changes and deadlines.
- Ability to work effectively as a team member but is capable of working alone for significant periods of time as well.
- Ability to prioritize and take initiative.
- Significant attention to detail and follow through skills.
- Excellent organization and time management skills.
- Excellent interpersonal skills and pleasant, positive demeanor.
Preferred
- Experience working at a Public Accounting Firm
- Bachelor’s Degree
Compensation & Benefits:
At PKFOD, we value our team members and are committed to their success and well-being. As part of our comprehensive benefits and compensation package, we offer:
- Medical, Dental, and Vision plans
- Basic Life, AD&D, and Voluntary Life Insurance
- 401(k) plan and Profit-Sharing program
- Flexible Spending & Health Saving accounts
- Employee Assistance, Wellness, and Work-life programs
- Commuter & Parking benefits programs
- Inclusive Parental Leave Benefits
- Generous Paid Time Off (PTO)
- Paid Firm Holidays
- Community & Volunteering programs
- Recognition & Rewards programs
- Training & Certification programs
- Discretionary Performance Bonus
- Eligibility for benefits is determined based on position, hours worked, and other criteria. Specific details will be provided during the hiring process.
We are interested in all qualified candidates who are currently authorized to work in the United States. However, we are not able to sponsor work visas.
PKFOD is an equal opportunity employer. he Firm is committed to providing equal employment opportunity to all persons in connection with hiring, assignment, promotion, compensation or other conditions of the employment relationship regardless of race, color, age, sex, marital status, disability, pregnancy, citizenship, philosophy/religion, national origin, sexual orientation, gender identity, military or veteran status, political affiliation or belief, or any other status protected by federal, state or local law.
To all staffing agencies: PKF O'Connor Davies, LLP (“PKFOD”) will not be utilizing agencies to staff this position. Please do not forward resumes to PKFOD partners and/or employees at any of our locations regarding this position. Any recruiter who would like to partner with PKFOD on other positions must have an updated contractual agreement with PKFOD through the Director of Talent Acquisition. Please be reminded, PKFOD is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become the property of PKFOD.
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