Provides a wide range of administrative support to the firm. Ability to multi-task and prioritize workload. Ability to take on projects with little supervision and sometimes strict time constraints.


  • Prepare client financial statements.
  • Format correspondence.
  • Assist with associates’ travel arrangements.
  • Provide phone coverage and front desk duties for the receptionist’s lunch, breaks and vacations.
  • Miscellaneous administrative duties including, but not limited to, answering incoming calls to partners and directors, copying and scanning documents, etc.
  • Assist with assurance confirmations.
  • Assist other members of the administrative team.


  • Tracks and reports actual client-related time.
  • Consistently utilizes all firm and department software efficiently.
  • Involvement with internally focused projects to improve procedures by participation in committees, technical training, HR initiatives and other firm related projects.

Practice Growth:

  • Works to identify opportunities to reduce costs within the firm.
  • Provide other services in addition to core administrative services.
  • Demonstrate excellent written and verbal communication skills.

Client Focus:

  • Utilizes appropriate procedures to completion to produce a high quality work product.
  • Demonstrates comprehension of relevant accounting knowledge, technology concepts and other methodologies.
  • Works in collaboration with the other administrative team members to help ensure a consistent and efficient workflow.

Brand Culture/Development:

  • Exemplifies Brand Attributes of the firm.
  • Complies with all policies and procedures of the firm.
  • Demonstrates the ability to work individually or in a team environment and address conflict with peers and superiors.
  • Enhances firm collaboration through interactions with associates from other departments.
  • Consistently seeks feedback from performance manager and focuses on enhancing and developing professional and technical skills.

Work Experience/Education:

  • Three – five years of administrative experience.
  • Strong proficiency in the use of technology and PC applications, specifically, but not limited to, Microsoft applications, e.g. Word, Excel, PowerPoint, Outlook.
  • Ability to multi-task and prioritize workload.
  • Must exhibit attention to detail.
  • Must have excellent written and oral communication skills.

Organizational Relationships:

  • The Administrative Specialist will report directly to a Performance Manager who will provide any necessary guidance relative to administrative issues or work performance through the formal evaluation process.

Special Requirements:

  • Ability to work evenings and weekends based on time of year and client demands.


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