Administrative Associate- Financial Reporting

Brown Edwards; Roanoke (VA); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Medical, Dental, Vision

401K Profit Sharing

Flexible PTO

Dress for Your Day policy

Job summary

Brown Edwards in Roanoke, VA is seeking an Administrative Associate to support Partners, Directors, and Lead Admin. The role provides clerical support by using administrative systems and monitoring and completing various projects.

Day-to-day tasks include drafting and formatting financial reports and presentations in Word and Excel, managing correspondence, and interacting with clients. The position requires attention to detail and strong communication in a deadline-driven environment.

Qualifications

• Proven ability to communicate clearly in writing and orally.
• Strong attention to detail and accuracy in tasks.
• Ability to manage multiple tasks and meet deadlines in a professional setting.
• Experience in a professional services environment preferred.
• Proficiency with Microsoft Word, Excel, and related office tools.

Responsibilities

• Draft, format, and proof financial reports and presentations in Word and Excel.
• Manage correspondence via mail, email, and client portals.
• Support partners and admin leadership with clerical tasks and special projects.
• Interact with clients in person and by phone as needed.
• Learn and adapt to new software tools, including AI-enabled applications.
• Work hours sufficient to complete assigned tasks.

Skills

Communication

Detail orientation

Multitasking

Client interaction

Time management

Education

High School Diploma or GED

Bachelor’s degree in Business Administration (preferred)

Tools

Microsoft Office Suite

Job description

A Top 100 Firm, Brown Edwards provides assurance, tax and business advisory services to a diverse clientele. With a firm-wide staff of approximately 450 professionals, our accounting firm is one of the largest independent CPA firms in the Virginia / West Virginia / Tennessee region. We support individuals and businesses ranging from small companies to large corporations. Our success is directly attributable to an unyielding commitment to excellence in every aspect of our work.

A Top 100 Firm, Brown Edwards provides assurance, tax and business advisory services to a diverse clientele. With a firm-wide staff of approximately 450 professionals, our accounting firm is one of the largest independent CPA firms in the Virginia / West Virginia / Tennessee region. We support individuals and businesses ranging from small companies to large corporations. Our success is directly attributable to an unyielding commitment to excellence in every aspect of our work.

Core Values:

Integrity : Community : Respect : Excellence : Transformative

We are seeking an Administrative Associate to join our team in Roanoke, VA!

An Administrative Associate is responsible to Partners, Directors, and Lead Admin. An Administrative Associate is charged with providing clerical support by using administrative systems, procedures, and policies, and monitoring and completing various administrative projects.

What your day looks like:

• Draft, format, and check financial reports and presentations for grammatical accuracy: spelling, punctuation, and clarity using Microsoft Word and Excel.
• Competent in Microsoft Office and with the ability and willingness to learn new software tools, including artificial intelligence.
• Receives and sends correspondence by mail, e-mail, client portals and secure file exchange portals.
• Assists with other tasks and special projects as assigned.
• Interacts with clients in person and via phone, on a limited, as-needed basis.
• Works sufficient hours in order to complete work assigned.

What you need for this role:

• High School Diploma, GED, or equivalent.
• Bachelor’s degree in Business Administration preferred.
• 3+ years of administrative experience in a professional service firm.
• Intermediate to advanced level Microsoft Office Suite experience, including Microsoft Word formatting, styles, and templates.
• Keen eye for detail.
• Displays superior verbal and written communication skills, including advanced knowledge of current grammar and punctuation standards.
• Capable of working and communicating effectively with professionals at all levels.
• Ability to work in a deadline-driven environment and handle multiple projects/tasks with an attention to detail.
• Ability to successfully multi-task while working independently or in coordination with other administrative or management professionals as part of an administrative team that spans multiple offices.
• Ability to effectively utilize multi-line telephone system.
• Though largely a sedentary role, requires the ability to bend, lift, or stand as necessary.

What you can expect from us:

• Full benefits package including: Medical, Dental, Vision, FSA and HSA options, STD/LTD, Firm-paid Life Insurance, and Supplemental Life, Critical Illness and Accident coverages.
• 401K Profit Sharing Plan with Pre-tax and Roth deferral options and employer match.
• Competitive compensation and annual merit considerations.
• Annual and engagement-based performance assessments.
• Firm-wide Peer Recognition and Rewards platform to support our culture of year-round positive feedback and communication.
• Flexible working options with generous PTO.
• “Dress for Your Day” policy.
• Whether you aspire to pass the CPA exam or pursue an additional designation, we offer educational support and Continuing Professional Education (CPE) programs to help you achieve your goals!
• Participation in professional and civic organizations is encouraged! Brown Edwards is proud to be deeply involved in many charitable organizations that give back to our communities. We even offer reimbursements for some membership dues.
• Collaborative work groups or “niches” provide opportunity to work closely with Partners and Directors, allowing you to learn, grow, and build your career.

Brown Edwards provides equal employment to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, transfer, leaves of absence, compensation and training.