Administrative Assistant Assurance

BGBC, a Springline company, is an award-winning regional firm with the reach and resources of a national powerhouse. As a founding firm member of Springline Advisory, we bring expanded capabilities, deeper expertise, and even greater opportunities to serve our clients—while staying true to the personalized, high-touch service and vibrant culture that sets us apart.

This is an exciting time to join our firm as we redefine the middle-market accounting and business advisory space. We proudly invest in our people with a winning blend of values, expertise, and ambition. Our people-first approach empowers our team members to thrive within a culture that supports growth, innovation, and collaboration. Our commitment to investing in talent means flexibility, professional development, enhanced benefits, and a range of career

About the Role:

We are seeking a detail-oriented and proactive Administrative Assistant to support our Assurance Department. This position plays a vital role in ensuring smooth operations by managing administrative functions, coordinating client deliverables, and supporting the team and the firm with day-to-day tasks.

Key Responsibilities

• Format and edit financial statements reports using Microsoft Excel and Word working within PFX Engagement to Firm standards and industry requirements
• Provide daily phone coverage, answering and directing calls professionally
• Process and deliver client deliverables accurately and efficiently
• Support client communication by preparing correspondence, engagement letters, and status updates.
• Perform quality checks on documents and files to ensure accuracy, completeness, and adherence to firm templates.
• Manage multiple competing priorities with strong organization and time-management skills.
• Utilize and adapt to evolving technology platforms, demonstrating comfort with changing software and firm systems.
• Track project timelines and assist with project coordination
• Maintain organized filing systems for client documentation and departmental records
• Prepare correspondence, reports, and presentations as needed
• Serve as a liaison between the Assurance Department and other internal teams
• Handle sensitive and confidential information with discretion
• Support process improvement initiatives to enhance departmental efficiency
• Assist with onboarding new team members and coordinating training materials
• Provide general administrative support to department staff
• Bonus:
  Familiarity with the public accounting industry, assurance processes, and/or financial statements to better understand workflow and terminology.

Qualifications

• Associate's degree or equivalent experience within a CPA firm or related field
• 2-3 years of administrative experience, preferably in accounting, audit, or professional services
• Strong proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), with advanced Excel skills preferred
• Excellent organizational skills with ability to manage multiple priorities and conflicting deadlines
• Strong written and verbal communication skills
• High attention to detail and accuracy
• Ability to work independently and as part of a team
• Experience with CCH Axcess Practice, CCH Axcess Document, and PFX Engagement is a plus
• Experience with document management systems is a plus

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.

For further information, please review the Know Your Rights notice from the Department of Labor.