Job Summary: Provide quality administrative support to assurance department professionals across all HT offices. Work cohesively with all levels of assurance department personnel to provide quality assurance services to our clients.
- Actively maintain the Firm's core values HT3 and service standards
- Create report formats for new clients and projects, including Word tables and Excel schedules
- Assist in processing report drafts, proofreading and review of changes for accuracy
- Foot (10-key) reports to ensure accuracy of totals
- Create PDF of reports in draft format and at time of issuance
- Prepare client letters and correspondence as instructed by staff, managers and partners
- Roll forward reports in preparation of next reporting period
- Prepare informational reports as requested
- Fill in for switchboard and mail room as needed
- Field incoming phone calls from clients
- Backup and assist as needed with various duties, involving, but not limited to scheduling, confirmations, CPE, training events, etc.
QUALIFICATIONS:
- High school diploma required with courses in computers, supplemented by at least some successful diversified office experience
- Excellent working knowledge of Microsoft Word and Excel, including tables and graphs
- Proficient in the use of Microsoft Outlook, PowerPoint and Adobe
- Excellent spelling, grammar, organizational and analytical skills required
- Excellent attention to detail
- Experience with use of 10-key
- Excellent verbal and written communication skills
- Ability to meet deadlines
PHYSICAL DEMANDS:
While performing the duties of this job the employee will regularly be required to sit, stand, reach, walk, drive, kneel, crouch, crawl and lift and/or move up to 25 lbs.
Required
Preferred
Job Industries