Insero & Co. is an accounting and business advisory practice serving businesses, nonprofits, governmental entities, and individuals throughout New York state. One of our core values is that we are Passionate about People. We don't just talk about our values, we live them.
That's why we've consistently been recognized as a best place to work: Best Accounting Firms to Work For (National, Accounting Today and Best Companies Group) 2012-2023 Best Places to Work in New York State (State, RBJ and Best Companies Group) ranked #1 in Mid-size employers in 2022 and #3 in 2023 Rochester's Top Workplaces (Local, D&C and Energage) 2014-2022 Central New York's Best Places to Work (Local, CNY Business
Journal and Biz Eventz) 2018-2021 Responsibilities: Ensures accurate and timely preparation of letters, correspondence and reports. Types, proofs Financial Statement documents and report corrections as needed.
Typing of: o Beginning of Audit Letterso Arrangement Letterso Rep Letterso End of Audit Reportso (Create Master Templates for all the above)o Financial Statementso Financial Statements Roll forward Responsible for Audit Case Ware Files Roll forwards and Creating New Files along with locking down files and saving to open engagements. Monitor Microsoft Teams chats to coordinate the workflow of reports with various audit teams. Provides backup front desk support as needed. Works with
audit teams to organize, prioritize and track reports to ensure adhesion to established deadlines.
Requirements: Associate degree in a related office mgmt. office technology or a business program is highly preferred, but will consider considerable experience. A bachelor's degree would be a plus. A minimum of two years' experience working in a formal administrative assistant role is required. A focus on word processing and formatting is essential. Experience in a financial service company is a plus. Strong proficiency with MS Office Suite (Excel, Word, Outlook) is required. Word (mail merges) and strong Excel/spreadsheet and database usage/reporting is highly preferred.
Experience with embedding Excel in Word documents and formatting is a plus. Ethics and integrity are essential to this role and the firm, the ability to keep client information confidential is a requirement. Excellent organizational and communication skills are also essential. Ability to multi-task and prioritize efficiently. The ideal candidate must be deadline focused, proactive, have solid multi-tasking skills, patience, ability to take direction from several people, and a true team player. In the spirit of pay transparency, we are excited to share that the starting base pay range for this position will pay $18.50-$23.00/hour.
Please keep in mind that this range is base pay only and does not consider other components that make up the total rewards package for the position such as eligibility to receive discretionary spot bonus incentives and/or overtime hours. This range is a reasonable estimate of the current range for this position. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and/or education and geographic location. It is not typical for a candidate to be hired at or near the top of the range for their role and compensation decisions are dependent on the capabilities and experience of the candidate.
Incentives, if any, depend on various factors, including, without limitation, individual and firm performance. Benefits: We offer competitive salaries, an outstanding paid time off program (4 weeks), 16 paid holidays, remote/hybrid work flexibly, 401(k) plan with firm contributions, tuition reimbursement program, 100% employer paid parking, spot bonus program, a variety of different medical plan options along with opt-out dollars if you do not need medical ins coverage. In addition, we offer tremendous growth and development opportunities to assist with both your personal and professional goals.
At Insero, we're committed to transforming the employee experience, beyond industry standards to enable you to build your ideal career. Let us show you how life at Insero is different: We offer excellent advancement opportunities as well as advisor and mentor programs. We invest heavily in training and technology. We focus on flexibility, with an amazing hybrid working environment giving you the ability to work in the office as well as from home/remote. We serve a wide variety of clients and offer many compliance and consulting services, giving our team members opportunities to explore different areas of practice.
There are also many opportunities to get involved from day one, including our initiatives for outreach, innovation, wellness, and diversity, equity, and inclusion. PDN-9b01fdb5-06d4-4db0-a5ab-fe454f1acc28
