Administrative Assistant

As an Administrative Assistant

• Working independently and within a team environment to support the client service staff to produce high quality client deliverables
• Providing support to Assurance Service Line Leadership
• Collaborate with the IBG Team and internal client service members
• Assembling year end packages (tax returns, financial statements, letters)
• Managing electronic and paper-based client files
• E-filing as required
• Preparation of letters and reports using firm templates in compliance with Firm standards
• Proof-read, review for quality and verify content before finalizing any client deliverables
• Preparing hard files for clients based on requests from the external client service team and new client setup processes
• Participate in training and stay current with Doane GT software
• Coordinating the standardized billing process, including proactively running related...