Assurance Services Concierge

Job Description

Job Description

Position Summary

The Assurance Services Concierge (ASC) serves as a vital link between clients and the organization, ensuring seamless communication, exceptional service delivery, and operational efficiency. This role supports multiple Principals and senior leaders by managing client engagements, coordinating administrative tasks, and fostering long-term client relationships. The ASC serves client communication, engagement readiness, and internal coordination.

Client Engagement & Relationship Management

• Track and manage client deliverables including engagement letters, reports, and communications.
• Serve as a liaison between clients and internal teams, ensuring timely and accurate communication.
• Assistance with capital asset and depreciation reports, including entering asset addition/disposals and preparation of reports for file and client use.
• Collect and relay client feedback to internal departments to enhance service offerings.

Operational Support

• Format and process reports, letters, presentations, and other client-facing documents. (Including financial statements, SOC, Internal audit reports, other)
• Manage calendars for assigned Principals, including scheduling of meetings, calls and events.
• Coordinate and schedule client appointments, team and department meeting logistics and travel arrangements for assigned Principals.
• Process audit confirmations and electronic file requests.
• Maintain compliance of assurance file lockdowns in accordance with the Firm’s record retention and QMS policies.
• Process PDF and bound paper copies of reports, letters and presentations.
• Prepare proforma financial reports.
• Support the planning and execution of team meetings, including agenda preparation, note-taking and follow-up on action items.
• Maintain assurance team scheduling, including sending invitations and tracking changes, to ensure timely completion and communication of schedules. The scheduling component may also include coordinating audit timing with clients.
• Monitor PBC (Prepared by Client) list completion using applicable software.
• Assist with client billings.

Internal Coordination & Communication

• Communication liaison between Principals, clients, and internal teams.
• Attend niche team meetings, document action items, and ensure follow-through.
• Maintain action item trackers to keep Principals informed of priorities and deadlines, when requested.
• Expense report management for assigned Principals.
• Maintain CPE records in LC Vista for assigned Principals.

Professional Development & Team Collaboration

• Actively participate in self-development and goal-setting activities.
• Demonstrate a collaborative, team-oriented mindset with a focus on service excellence.
• Uphold confidentiality and integrity in all interactions.
• Approach challenges with a focus on helpfulness, team success and consideration for others.

Required Education and Experience:

• 2-year College degree (preferred).
• Three years of relevant experience in client services, executive support, or audit administration.
• Proficiency in Microsoft Office 365 required.
• Strong organizational and multitasking abilities.
• Excellent verbal and written communication skills.
• High level of professionalism, discretion, and confidentiality.
• Self-starter with initiative and problem-solving skills.
• Team oriented.
• Familiarity with accounting firm processes and terminology is a plus.
• Knowledge of Practice ERP, project management and workflow tools a plus.

This description reflects the core activities of the role but is not intended to be all-inclusive and other duties within the group/department may be required in addition to changes in the emphasis of duties as required from time to time.