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5 results for Auditassurance Services Associate in Racine, WI

Client Services Associate

Thiensville, WI
onsite
Permanent / Full Time
55000 - 65000 USD / Yearly
Robert Half is working with a investment and wealth management client in the recruiting for a Client Service Associate to support their existing business. This role will serve as a key point of contact for client service needs while providing administrative and operational support to advisors and internal teams. The ideal candidate is highly organized, service-minded, and capable of managing multiple priorities in a fast-paced financial services environment. Offering competitive health insurance, generous annual bonus targeted up to 15%, 7% retirement contribution and 3+ weeks PTO to start. Key Responsibilities<ul><li>Provide day-to-day service and support for existing retirement plan clients, ensuring a high level of responsiveness and professionalism.</li><li>Act as a liaison between clients, advisors, recordkeepers, custodians, and internal departments to facilitate timely resolution of requests and issues.</li><li>Support advisors with administrative tasks related to retirement plan accounts, client reviews, meeting preparation, and follow-up.</li><li>Coordinate and maintain client records, plan documents, service calendars, and account documentation in accordance with firm policies and compliance requirements.</li><li>Assist with onboarding new retirement plan relationships and implementing changes for existing plans.</li><li>Prepare client meeting materials, reports, presentations, and investment review packages.</li><li>Monitor account activity and help ensure service requests, distributions, contributions, and other transactions are processed accurately and on time.</li><li>Maintain accurate notes and updates in CRM and other firm systems.</li><li>Schedule client meetings, annual reviews, and advisor appointments, and manage related logistics.</li><li>Respond to client inquiries regarding retirement plan administration, service issues, and account-related matters, escalating more complex issues as needed.</li><li>Partner with advisors and operations staff to support workflow efficiency and deliver a seamless client experience.</li><li>Help ensure all activities are completed in accordance with regulatory requirements, internal procedures, and service standards.</li></ul>
2026-07-15T00:00:00Z

Senior Auditor

Chicago, IL
onsite
Permanent / Full Time
105000 - 110000 USD / Yearly
The salary range for this position is up to $105,000-$110,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected] You know what’s awesome? PTO. You know what else is awesome? A high-paying job that respects your work-life balance so you can enjoy your PTO. This role has perks that are unmatched by its competitors. Plus, this position doubles as a fast-track career advancement opportunity as they prefer to promote from within. Job Description:The Internal Audit Senior Specialist is part of the North America Internal Audit team, to ensure compliance with Sarbanes-Oxley (SOX) requirements, identify and mitigate risks, strengthen internal controls, and improve business processes. This position also serves as a resource and advisor on process and control related matters. Excellent critical thinking, leadership and communication skills, and the ability to effectively and persuasively collaborate with all IT business and process areas are key components of this role. WHAT YOU'LL ACCOMPLISH<ul><li>Ensure compliance with Securities Exchange Commission (SEC) regulations, Sarbanes-Oxley (SOX) Act, and other relevant legal requirements</li><li>Perform key report testing to evaluate the reliability of data used in financial reporting</li><li>Perform automated control testing</li><li>Understand Segregation of Duties and support in risk identification, monitoring, mitigation, and remediation</li><li>Analyze SOC 1 (System and Organizational Controls 1) Reports to assess the service organizations internal controls over financial reporting and ability to meet control objectives</li><li>Evaluate the Information Security Program including recommending updates to existing policies and procedures to help ensure they are in accordance with established industry practice and compliant with federal and state regulations.</li><li>Assist in preparing and presenting audit findings and recommendations to senior leadership through oral presentations and written reports, effectively communicating results, areas of concern, and proposed corrective actions.</li><li>Demonstrate a commitment to communicating, improving and adhering to health, safety and environmental policies in all work environments and areas. Promote a culture of safety and exhibit these behaviors</li></ul>
2026-07-06T00:00:00Z

Internal Audit Manager

Chicago, IL
onsite
Permanent / Full Time
145000 - 155000 USD / Yearly
The salary range for this position is up to $145,000-$155,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected] Join the wave of finance professionals who are swapping their mundane 9-5s for fresh opportunities with Chicago’s top companies. About The Role The Internal Audit Business Process Manager is part of the North America Internal Audit team, to ensure compliance with Sarbanes-Oxley (SOX) requirements, identify and mitigate risks, strengthen internal controls, and improve business processes. This position also serves as a resource and advisor on process and control related matters. Excellent critical thinking, leadership and communication skills, and the ability to effectively and persuasively collaborate with all business and process areas are key components of this role. What You'll Accomplish<ul><li>Assist in developing and executing the annual internal audit plan, aligned with the company’s strategic objectives, industry best practices, and regulatory requirements</li><li>Assist in developing and maintaining Internal Audit methodology documentation, including: testing approach and templates, work programs, and reporting templates</li><li>Assist in performing risk assessments to identify key business, operational, and financial risks and ensure effective mitigation strategies are in place</li><li>Manage the end-to-end SOX program including scoping, walkthroughs, operating effectiveness testing remediation and reporting</li><li>Assist control owners in understanding how to successfully document and retain evidence of Information Used in Control (IUC) / Information Produced by Entity (IPE)</li><li>Understand Segregation of Duties and support in risk identification, monitoring, mitigation, and remediation</li><li>Analyze SOC 1 (System and Organizational Controls 1) Reports to assess the service organizations internal controls over financial reporting and ability to meet control objectives</li><li>Oversee the execution of audit and advisory reviews, including planning, fieldwork, and reporting, ensuring agreed-upon audit objectives are met and audit missions are properly managed. Scope includes: control testing, financial audits, operational audits, IT audits, and compliance reviews for all North American business</li><li>Prepare and present audit findings and recommendations to senior leadership through oral presentations and written reports, effectively communicating results, areas of concern, and proposed corrective actions</li><li>Monitor and report on the status of action plans agreed by management, and provide periodic reports on the status of internal audit activities, results, and progress against the annual audit plan</li><li>Coordinate and communicate with the external audit team</li><li>Stay updated with changes in laws, regulations, and accounting standards to ensure compliance and recommend necessary adjustments to internal control systems and processes</li><li>Demonstrate a commitment to communicating, improving and adhering to health, safety and environmental policies in all work environments and areas. Promote a culture of safety and exhibit these behaviors</li></ul>
2026-07-30T00:00:00Z

Accounting Assistant

Schaumburg, IL
onsite
Permanent / Full Time
90000 - 100000 USD / Yearly
The salary range for this position is $90,000-$100,000 and it comes with benefits, including Medical/Dental, 401k & time off. To apply to this hybrid role please send your resume to [email protected] Job description<ul><li>Accounts payable set up purchase orders, enter invoices, obtain approvals from project managers, follow up on problem invoices/vendor credits. Collate invoice with checks. Maintain subcontractors certificates of insurance</li><li>Enter weekly payroll in Sage & ADP, distribute reports to project managers for approval. Track time off, apprentice union raises</li><li>Assist with tracking cash flow and change order collection</li><li>Log, track all orders, deliveries, invoices and payments</li><li>Process sale and use/lease tax</li><li>Prepare budget entry in the online system</li><li>Service dispatch, billing, and collections. Provide customers with certificates of insurance</li><li>Order office supplies and equipmentMedical/Dental, 401k & time off</li></ul>
2026-07-29T00:00:00Z

Accounting Assistant

Mount Prospect, IL
onsite
Temporary to Hire
23 - 26 USD / Hourly
We are looking for an organized Receptionist/Accounting Assistant to support daily financial and administrative operations for a team based in Illinois. This contract position with permanent potential is ideal for someone who can balance accounting tasks with office coordination while maintaining accuracy, responsiveness, and strong follow-through. The role will contribute to accounts payable, accounts receivable, billing support, and document management in a fast-paced business environment. Responsibilities:• Manage front-office support by responding to incoming calls, directing inquiries, and helping maintain smooth day-to-day office operations.• Keep workplace supplies stocked by tracking inventory levels and arranging purchases for essential materials such as paper goods, toner, and breakroom items.• Organize incoming mail, maintain physical and electronic records, digitize documents, and assist with end-of-year file storage activities.• Prepare and send outbound packages and samples using approved shipping methods while ensuring documentation is completed accurately.• Apply customer payments within the accounting system, reconcile receipts to open invoices, and flag any payment variances for review.• Support receivables follow-up by preparing account statements and helping maintain accurate customer balances.• Assist with vendor setup by completing onboarding paperwork, credit documentation, and related accounts payable records.• Review payable invoices against internal reports, identify inconsistencies, and escalate issues to the Accounts Payable Manager prior to payment processing.• Help coordinate payment activities by supporting batch documentation, check distribution, and supervised wire transfer preparation.• Perform billing and data-entry tasks, including handling foreign currency or special invoices, removing unposted shipment records when needed, entering commodity information, and monitoring shared departmental inboxes.
2026-07-29T00:00:00Z