Assurance Administrative Assistant

Colorado Railroad Museum; Phoenix (AZ); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Paid time off

Medical insurance

Dental insurance

Vision insurance

401(k) profit sharing

Life and disability insurance

Lifestyle spending account

Certification incentives

Education assistance

Referral program

Job summary

Eide Bailly is hiring for an in-office administrative support role in Phoenix, AZ. You will assist partners and staff with comprehensive office duties and document preparation, working closely with accountants to ensure proper formatting of financial statements and client materials.

The ideal candidate holds an Associate's degree with 2+ years of administrative experience, excels in a high-volume setting, and demonstrates meticulous attention to detail and strong communication skills.

Qualifications

• Associate's degree and 2+ years of experience in administrative support.
• Ability to thrive in a high-volume, fast-paced environment.
• Strong attention to detail with excellent verbal and written communication.

Responsibilities

• Provide general administrative support to partners, managers and staff.
• Assist with office-wide duties such as mailings and data updates.
• Prepare monthly billing statements and organize client documents.
• Coordinate meetings via conference calls, video conferences and webcasts.
• Process expense reports and organize incoming mail for partners.
• Support in formatting financial statements and client materials per guidelines.

Education

Associate's degree

Tools

Microsoft Excel

Microsoft Word

DocuSign

Adobe Acrobat

Microsoft Outlook

Microsoft Teams

Job description

Location: Phoenix, AZ

Work Arrangement: In-office

A Day in the Life

• Utilize Engagement software to complete a wide range of tasks.


• Perform the editing and formatting of financial statements, forecasts and general correspondence through word processing and spreadsheet tasks.


• Work with accountants to ensure that all documents are properly formatted and prepared according to Firm and/or client-specific guidelines.


• Prepare and assemble reports, company materials and client documents as directed.


• Conduct math checks, proofing and formatting of financial statements before they are processed.


• Process client audit confirmations.


• Manage and prioritize incoming work flow to meet all deadlines in a deadline-focused environment. Make arrangements for various meetings via conference calls, video conference and webcasts.


• Process expense reports for partners.


• Organize incoming mail for partners as directed.


• Prepare monthly billing statements for Audit partners.


• Provide general administrative support to partners, managers and staff of Eide Bailly and its affiliates, including typing, faxing and copying.


• Assist in office-wide duties such as mailings, form letters, distribution lists and data updates. Perform a wide range of general administrative duties for the audit department and office.


• Work together with the entire Administrative team to ensure project deadlines are met and workload is evenly dispersed.

Who You Are

• You have an Associate's degree and 2+ or more years of experience in administrative support.


• You thrive in a high-volume, fast-paced work environment.


• You are a multi-tasking master, and there has never been a deadline you could not meet.


• You hold yourself to the highest professional standards and maintain strict client confidentiality.


• You are detail-oriented with strong verbal and written communication skills - reviewing communications and fixing errors is a task you love!


• You are able to work overtime as needed.


• You love collaborating and being part of a team, but also enjoy working alone with limited supervision.


• Experience in public accounting or finance administration is a plus. Familiar with financial statements is a plus.

You are proficient in:

• Microsoft Excel: including the ability to create spreadsheets, perform data entry, use basic formulas, format worksheets.


• Microsoft Word: including formatting, creating tables, headers & footers, and utilizing mail merge functions.


• DocuSign: including creating, sending, and tracking documents for e-signature.


• Adobe Acrobat: including creating, editing, and commenting on PDFs.


• Microsoft Outlook and Teams.

This position requires 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.

Making an Impact Together

People join Eide Bailly for the opportunities and stay because of the culture. At Eide Bailly, we've built a collaborative workplace based on integrity, authenticity, and support for one another. You'll find opportunities for education and career growth, a team dedicated to your success, and benefits that put your family's needs first. Hear what our employees have to say about working at Eide Bailly.

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


• a referral program

Eide Bailly Advisory LLC is proud to be an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local, state or federal laws.

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