Frost, PLLC · 1 month ago
Report Processor
Frost PLLC is a forward-thinking, full-service accounting firm dedicated to personalized financial advice. As a Report Processor, you will play a key role in turning financial information into powerful documents that provide clients with necessary information for compliance and financial health.
Accounting
Responsibilities
Proofreading, formatting, and finalizing various documents, including client engagement letters, financial statements, communication letters, and miscellaneous documents
Assembling documents primarily using Microsoft Word, Microsoft Excel, and Adobe Acrobat within the CCH ProSystem fx Engagement accounting software
Verifying proper approval documentation for all work products when final reports are near completion
Distributing completed projects via electronic means, FedEx, or mail in a timely manner
Maintaining records using multiple document management systems
Adhering to Frost, PLLC style guidelines
Maintaining confidentiality and performing duties with professionalism and integrity
Produce products with a high level of professionalism and accuracy
Perform other duties as assigned
Qualification
Required
High school diploma or equivalent
One year of administrative support experience
Detailed computer proficiency in Microsoft Word and Excel
Strong attention to detail and excellent written and oral communication skills
Previous experience working in a team-based environment
Ability to work extended hours when necessary
Preferred
Associate's degree or equivalent
Previous experience working in banking, finance or a public accounting firm
Benefits
Competitive compensation
Generous Paid Time Off (PTO)
Medical, dental, and vision benefit programs
401(k) retirement
Education reimbursement
Supportive career environments
Coaching and Mentoring Program
Internal learning opportunities
Paid membership to business, civic, and professional organizations
Emotional well-being resources
Paid life and disability insurance
Paid maternity and paternity leave