Administrative Assistant - Assurance

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.