Administrative Assistant - Peer Review Practice

KLR is one of the largest full-service CPA and business advisory firms in New England and is ranked amongst the Top 100 firms in the United States. From our offices in Andover, Boston, Lausanne, Newport, and Providence, the 350+ person firm provides assurance, tax, and business advisory services to private and publicly-held companies throughout the United States and abroad. Recognized as a Best Place to Work for 20 years, KLR is committed to fostering a culture of collaboration, growth, and innovation.

Due to growth we are seeking an Administrative Assistant to join our Peer Review Practice, based in our Providence or Boston office. This is a full-time, in-office position.

The Administrative Assistant - Peer Review Practice provides administrative and operational support for the firm's Peer Review Practice. This role is responsible for coordinating deadlines, managing client communications, preparing engagement documentation, maintaining regulatory and internal databases, supporting scheduling and workflow processes, and assisting with marketing and business development initiatives.

The ideal candidate is highly organized, detail-oriented, proactive, and comfortable managing multiple deadlines in a fast-paced professional services environment.

Responsibilities:

• Peer Review Coordination & Deadline Management
  • Track and monitor peer review deadlines for clients and prospective clients using internal databases, spreadsheets, and firm systems.
  • Maintain detailed tracking of review due dates, extensions, approvals, and outstanding action items.
  • Monitor workflow and ensure timely completion of required administrative steps throughout the peer review lifecycle.
  • Follow up with firms regarding outstanding documentation, responses, and required submissions.

• Client Communication & Support
  • Serve as an administrative point of contact for peer review clients and prospects throughout the review process.
  • Coordinate communications including requests for required forms, instructions, reminders, follow-ups, and status updates.
  • Respond to routine inquiries and escalate technical or complex matters to the appropriate peer review team member.
  • Maintain professional and timely communication with internal and external stakeholders.

• Engagement Administration
  • Prepare quotes, engagement letters, invoices, and transmittal materials for engagement and system reviews.
  • Assist with peer review setup and scheduling, including coordinating timelines with internal reviewers and external team members.
  • Support engagement selection processes and organize required documentation for reviews.
  • Prepare final peer review packages, including report letters, representation letters, corrective action materials, and billing follow-up items.

• Database & Compliance Management
  • Maintain and update records in PRIMA and other internal tracking systems.
  • Upload required documents and ensure records are accurate, complete, and current.
  • Monitor peer review notifications, approvals, extensions, and status updates.
  • Track engagement progress and assist with ensuring compliance with applicable peer review requirements.

• Marketing & Business Development Support
  • Maintain and update the peer review marketing and prospect database.
  • Assist with outreach to prospective firms and maintain prospect activity tracking.
  • Coordinate distribution of peer review newsletters and communications to clients and prospects.
  • Help maintain current firm and prospect records for marketing purposes.

• General Audit Support
  • Work with team to centrally manage the process and software for confirmations, engagement letters, and other technical reports.
  • Assist with Crunchafi data entry and reporting.
  • Review, edit, and format technical client reports.
  • Coordinate materials and data collection with internal team members, clients, and outside parties.
  • Prepare analysis and documentation in support of services for clients, including deliverable work products.

Other Duties:

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required for this job. Duties, responsibilities and activities may change from time to time with notice whenever possible, but not guaranteed.

Qualifications & Key Competencies

• Associate's degree or equivalent experience preferred.
• 3+ years of administrative, project coordination, or professional services support experience preferred.
• Prior experience in a CPA firm, accounting environment, or regulated/professional services setting is a plus.
• Strong organizational skills with exceptional attention to detail and follow-through.
• Ability to manage multiple priorities and deadlines simultaneously.
• Excellent verbal and written communication skills.
• Proficiency in Microsoft Office Suite, particularly Excel, Word, and Outlook.
• Experience with database management and document tracking systems preferred.
• Strong organizational and time management skills
• Attention to detail and accuracy
• Professional communication and client service orientation
• Ability to…