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About the Role

We are seeking a dependable and organized Administrative Assistant to assist our team with keeping daily office operations running smoothly.

Responsibilities

Preparing, proofing, and formatting of documents, correspondence, memos and reports for internal and external use.
Processing of drafts and final copies of documents such as financial statements (electronic and bound copies).
Ensures accurate and timely preparation of letters, correspondence and reports.
Setting up and utilizing mail merges for creating and mailing client audit confirmations.
May assist with coordination department calendar needs; scheduling of internal and external meetings via Microsoft Outlook.
New client setup within Client Portal (database).
Scanning and electronically filing/organizing documents into database in a timely fashion.
Responsible for greeting clients when they enter the office from the elevator and notify personnel with whom they are meet with.
Handles incoming/outgoing mail – print mailing labels, (USPS, Certified Mail, and FedEx.) weigh for postage, filling out certified mail forms, maintaining postage machine, sorts and distributes mail.
May assist with scheduling travel arrangements for audit and other firm staff as necessary.
Assist with stocking of kitchen and office supplies. Keeps kitchen and conference rooms clean and organized.
Help coordinate and run firm events and in-office lunches.
Managing firm’s voicemail box and forwarding as necessary.

Requirements

2+ years of experience in a similar administrative assistant role is required.
An Associate’s degree or greater is required, preferably in a business administration or office technology concentration.
Ethics and integrity are essential to this role and the firm, the ability to keep client information confidential is a requirement.
A candidate in this role should be professional, organized, and detail oriented.
The ideal candidate must be deadline focused, proactive, possess solid multi-tasking skills, patience, and ability to take directions from several people.

Skills

MS Office Suite (Excel, Word, Outlook and PowerPoint)
Word (mail merges)
Excel/spreadsheet and database usage/reporting
Embedding Excel in Word documents and formatting
Word processing and formatting

Location

Rochester, NY

Work Type

Onsite

Experience Level

2+ years

Education Level

Associate’s degree or greater

Salary/Compensations

$20.00-$24.00 per hour

Benefits

Competitive salaries
Outstanding paid time off program (4 weeks/160 hours)
16 paid holidays
Remote/hybrid work flexibly
401(k) plan with firm contributions
Tuition reimbursement program
100% employer paid parking
Spot bonus program
Variety of different medical plan options along with opt-out dollars if you do not need medical ins coverage.

About the Company

Create your next chapter with Insero.
We’re growing, across our services, our teams, and our impact.
If you’re ready for new challenges, and the opportunity to shape your own career path, this is your chance to do it with a firm that truly walks the talk on culture.
Our core value - Be Passionate About People - guides everything we do.
Our culture is authentic, supportive, and recognized.
#4 Best Company to Work For in New York - 2026 (ranked #1 in 2025 & 2024, 2022)
Best Accounting Firms to Work For (2012–2025)
#1 Best Accounting Firm & Most Innovative Workplace (2025 & 2024, Rochester Business Journal
#4 Best Places to Work for Career Growth

Equal Opportunity

Insero is proud to be an Equal Opportunity Employer