Senior Administrative Assistant

When you work at Whittlesey, you join a diverse team who provide today’s business leaders with leading assurance, advisory, tax, and technology services.

Whittlesey is proud to announce that we have been named a Best of the Best Firm by INSIDE Public Accounting (IPA), an award-winning newsletter for the public accounting profession. Whittlesey is the only Connecticut and Western Massachusetts-based firm to make this list. IPA’s annual “Best of the Best” list ranks top accounting firms with superior financial and operational performance in the most recent fiscal year.

We currently have an exciting career opportunity for a Senior Administrative Assistant to join our Hamden, CT office. As a Senior Administrative Assistant, you will provide a high level of administrative support to our client service team. Our administrative team works collaboratively with our team members to help support them in ensuring that certain deadlines are met. For the initial months, the role will involve in-office training, followed by a transition to a hybrid position. Hybrid team members alternate their time between working remotely and at the office. We believe this model encourages collaboration and creativity while still providing team members with flexibility.

Our Culture

Whittlesey has the experience and expertise of a large, national firm, with the responsiveness of a local firm. That means our team members have access to the resources necessary to develop their career, while also receiving personal coaching and mentoring. From the Managing Partner on down, our leadership fosters an open-door policy. We are committed to providing expert service to our clients across all our service areas, and we know that can only be done by employing talented and driven individuals.

Collaboration and community are key values to our culture. Whether you are new to the Firm or have been here for several years, we respect each employee’s unique talents and we value their contributions. Whittlesey is dedicated to the communities where we live and work. We sponsor community-driven events throughout the year, and we encourage our partners and team members to become actively involved in volunteerism.

Benefits and Work Life Integration

Meeting your professional goals does not mean you need to sacrifice your personal life, which is why we adhere to a culture of work-life integration. We offer our employees flexible work schedules depending on the needs of their department. We also offer competitive paid time off program.

Whittlesey also offers a competitive subsidized benefit package including medical and dental coverage. Other benefits include LTD, STD, and life insurance, all paid entirely by the firm and a 401(k) plan that includes profit sharing.

Meaningful Work

• Utilizes project tracking software to process financial statements, tax returns, and payroll filings, supporting client service team members and meeting deadlines efficiently.
• Prepares monthly invoices, reports, and correspondence with minimal errors to ensure excellent client service.
• Efficiently completes administrative projects on various topics, gathering, organizing, and processing client financial data.
• Provides high-level support to clients, assisting with portal access and other issues.
• Utilizes work-paper management software to support the assurance client service team.
• Processes proposals to meet firm quality standards and deadlines.
• Provides training and support to administrative team members.
• Collaborates to provide overflow and backup support for team members and management.
• Reviews and saves electronic or paper confirmations into the document management system for audit engagements.
• Manages office supply inventory.
• Contributes ideas for process improvement in team meetings.
• Updates and maintains departmental procedures with coordination from the Administrative Coordinator or Manager of Administration.

What you must have

• Minimum 5 years’ experience working in an advanced administrative role.
• Prior experience working in a professional service firm preferred.
• Demonstrated proficiency in Microsoft Office and a positive team attitude and enthusiasm required.
• A valid state driver’s license.

Whittlesey is dedicated to building a diverse and inclusive workforce, so we encourage you to apply even if you feel you may not be an exact fit. Qualified applicants will receive consideration for employment regardless of their race, color, religion, sex, sexual orientation, gender, gender identity, age, national origin or protected veteran status and will not be discriminated based on disability.

Join us and make a meaningful impact in a collaborative and innovative environment. Apply now to be part of our team!