Administrative Assistant
Description
SEK CPAs & Advisors is seeking a detail-oriented and highly organized Administrative Assistant to work with SEK’s Assurance & Advisory team to support our Camp Hill office in a fast-paced, professional environment. This role is central to producing accurate, polished client deliverables; coordinating engagement letters and electronic signatures; maintaining workflow trackers; and supporting the secure delivery and retention of client records.
The ideal candidate is proactive, dependable, and comfortable balancing multiple deadlines while handling confidential financial information. Success in this role requires strong document-production skills, sound judgment, excellent follow-through, and a commitment to exceptional internal and external client service.
Job Responsibilities:
- Prepare, proofread, format, and finalize financial statements, reports, letters, presentations, tax-related packages, and other client deliverables.
- Coordinate engagement letters and electronic signature workflows, including secure delivery, follow-up, retrieval, filing, and status communication.
- Maintain processing schedules and specialized trackers for engagement status, due dates, signatures, confirmations, tax returns, and other workflow milestones.
- Confirm required approvals, signatures, and supporting documents are complete before client materials are released or filed.
- Create and assemble secure electronic and physical client packages, including printing, scanning, binding, labeling, mailing, and records retention.
- Communicate with clients and engagement teams regarding document delivery, signature requirements, outstanding items, deadlines, and project status.
- Support nonprofit and other tax-return administration, including e-file authorization forms, action-required materials, tracking, and filing documentation.
- Coordinate priorities, meeting materials, coverage, and production needs with professionals and administrative colleagues across offices.
- Maintain confidentiality, accurate records, and compliance with established document-management procedures.
- Assist with office administration, systems support, training, and process improvement as needed.