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Administrative Assistant, Audit Support

Springline Advisory

Rochester, NY

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JOB DETAILS
SKILLS
Accounting, Administrative Skills, Adobe Acrobat, American Institute of Certified Public Accountants (AICPA), Data Collection, Detail Oriented, Diversity, Establish Priorities, File Management, Financial Planning, Financial Statements, High School Diploma, Insurance, Microsoft Excel, Microsoft Office, Microsoft Word, Multitasking, Organizational Skills, Professional Services, Team Player, Time Management
LOCATION
Rochester, NY
POSTED
Today
About Our Team:

EFPR, a Springline company, is a 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-whilestaying 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 paths to explore.

About the Role:

As the Audit Support Administrative Assistant, you will play a key role in supporting the Audit Department by ensuring accurate, timely preparation of client deliverables and maintaining critical administrative processes. This position requires strong organizational skills, attention to detail, and the ability to manage multiple priorities in a deadline-driven environment.

What You'll Do:
  • Prepare, process, and finalize client correspondence and financial documents, including letters, financial statements, and planning/wrap documents; this is a primary responsibility of the role.
  • Perform independent file inspections and manage file lockdown procedures across all EFPR offices.
  • Assist in the development, updating, and maintenance of standardized templates.
  • Coordinate and track Continuing Professional Education (CPE) for all professional staff.
  • Support Partnership with data collection and maintenance for AICPA peer reviews and malpractice insurance requirements.
  • Maintain and update the Audit Department staffing schedule.
  • Provide general administrative support and assist with special projects as needed.
About You:
  • High School diploma required; Associate's preferred.
  • At least 2 years of administrative or related experience preferred, ideally in a professional services or accounting environment.
  • Advanced proficiency in the Microsoft Office Suite (Word and Excel).
  • Experience with Adobe Acrobat/PDF Software.
  • Exceptional attention to detail and commitment to accuracy.
  • Strong organizational and multitasking abilities.
  • Ability to work independently, prioritize tasks, and meet deadlines.
  • Comfortable working in a fast-paced, deadline-oriented environment.
  • Ability to handle sensitive and confidential client information with professionalism and discretion.
Why Join Us:

We're growing rapidly and constantly evolving, allowing our team members to share their unique perspectives, solve new challenges, and own their careers. We're committed to supporting your happiness, health, and overall well-being by providing comprehensive benefits and perks, including:
  • Dynamic and Innovative Work: An opportunity to play a critical role within a rapidly growing firm with a supportive and collaborative culture.
  • Growth Opportunities: A dynamic and supportive environment where your contributions will directly impact the firm's growth and success and share in the rewards.
  • Collaborative Culture: A team-oriented culture that values innovation, entrepreneurial spirit, and growth mindset.
  • Competitive Compensation: A comprehensive salary and benefits package and growth opportunities.

EFPR, a Springline company, is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

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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.

About the Company

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Springline Advisory

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