What are the responsibilities and job description for the Administrative Assistant position at SEK, CPAs & Advisors?
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
Our firm offers team members a professional and growth-oriented work environment. Our culture includes flexible schedules and reduced summer hours to support balance between work and personal responsibilities. We also strive to maintain a positive workplace where each employee feels encouraged to contribute to our processes, decisions, planning, and culture.
SEK Perks
About Us
At SEK CPAs & Advisors, we do more than provide accounting services; we create value and foster trust. What began more than 60 years ago as a small, three-partner firm in Maryland has grown into one of the premier CPA and advisory firms in the region. With offices in Camp Hill, Carlisle, Chambersburg, Hanover, and York, Pennsylvania, as well as Hagerstown, Maryland, the firm is built on a foundation of integrity, responsiveness, empowerment, quality of life, and community.
We believe industry-focused, high-performing teams are essential to delivering high-quality, innovative solutions to our clients. Continuous learning, leadership development, and work-life flexibility are important parts of our strategic plan.
At SEK, successful client service means providing multiple services, communicating frequently, and taking a forward-thinking approach so we can serve as a trusted business advisor throughout the lifecycle of a business or organization.
Equal Employment Opportunity
SEK is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex or gender, national origin or ancestry, age, physical or mental disability, marital status, sexual orientation, gender identity, genetic information, veteran status, or any other characteristic protected by law.
Find Your Path. Join SEK!
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.
- High school diploma or equivalent required; associate degree in business administration, accounting support, office administration, or a related field preferred.
- 3 years of administrative, document-production, or professional-services experience preferred.
- Experience supporting multiple professionals and managing confidential, deadline-sensitive client deliverables strongly preferred.
- Intermediate to advanced proficiency in Microsoft Word, Excel, Outlook, and Teams.
- Experience with Microsoft Copilot a plus.
- Strong PDF creation, document formatting, proofreading, and quality-control skills.
- Experience with secure e-signature, document-management, workflow, practice-management, or client-portal systems is preferred.
- Excellent organization, communication, prioritization, and problem-solving skills.
- Ability to work independently, adapt to changing priorities, and handle confidential information professionally.
- Experience in a CPA firm, legal office, financial-services environment, or another regulated professional-services setting is a plus.
Our firm offers team members a professional and growth-oriented work environment. Our culture includes flexible schedules and reduced summer hours to support balance between work and personal responsibilities. We also strive to maintain a positive workplace where each employee feels encouraged to contribute to our processes, decisions, planning, and culture.
SEK Perks
- 3 weeks of PTO
- Half-day Fridays in summer
- 11 paid holidays
- Dress for your day policy, jeans included
- 401(k) with profit sharing & safe harbor contributions
- Firm-paid individual medical insurance with HSA contributions
- Firmwide events, team-building activities, recognition programs, and a summer trip to Hersheypark for employees and their immediate household family members or one guest.
About Us
At SEK CPAs & Advisors, we do more than provide accounting services; we create value and foster trust. What began more than 60 years ago as a small, three-partner firm in Maryland has grown into one of the premier CPA and advisory firms in the region. With offices in Camp Hill, Carlisle, Chambersburg, Hanover, and York, Pennsylvania, as well as Hagerstown, Maryland, the firm is built on a foundation of integrity, responsiveness, empowerment, quality of life, and community.
We believe industry-focused, high-performing teams are essential to delivering high-quality, innovative solutions to our clients. Continuous learning, leadership development, and work-life flexibility are important parts of our strategic plan.
At SEK, successful client service means providing multiple services, communicating frequently, and taking a forward-thinking approach so we can serve as a trusted business advisor throughout the lifecycle of a business or organization.
Equal Employment Opportunity
SEK is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex or gender, national origin or ancestry, age, physical or mental disability, marital status, sexual orientation, gender identity, genetic information, veteran status, or any other characteristic protected by law.
Find Your Path. Join SEK!