JOB SUMMARY

As an Administrative Assistant, you will provide essential administrative support in office to facilitate the smooth operation of the National Finance Office. You will perform a variety of tasks, including managing correspondence, scheduling meetings, and handling administrative requests, as they pertain to the National Finance Office. Your strong organizational skills, attention to detail, and ability to multitask will contribute to the efficiency and effectiveness of the department and the overall success of the organization.

JOB DESCRIPTION

Administrative Support:

• Manage and prioritize incoming communications, including emails, phone calls, and mail
• Draft and edit correspondence, memos, reports, and other documents
• Maintain accurate records and databases, ensuring data integrity and confidentiality
• Assist with expense tracking and reimbursement processes

Calendar Management and Scheduling:

• Maintain and update calendars, scheduling and coordinating appointments, meetings, and/or conferences
• Send meeting invitations, prepare meeting agendas, and ensure timely distribution of relevant material
• Coordinate and schedule conference calls, video conferences, and other virtual meetings

Finance-related Tasks:

• Bank deposits
• Process client payments
• Annual W-9 updates
• Scan financial documents securely
• Liaise between NFO and Tax teams regarding clients documentation

Supervisory responsibilities

• None

Work environment

• Work is conducted in a professional office environment with minimal distractions
• This is an in-office position

Physical demands

• Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time
• Must be able to lift up to 25 pounds at a time

Travel required

• No

Required education and experience

• High School Diploma (or GED or High School Equivalence Certificate)
• 1 – 2 years of relevant experience
• Proficient in using office software and tools, including MS Office Suite (Word, Excel, Outlook, PowerPoint)

Preferred education and experience

• Software: Engagement, CCH Prosystem FH, Axcess Tax, Axcess Document, Axcess Workstream, Maconomy, Safesend

Other duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.

WHO WE ARE

READY TO DELIVER
We take pride in our ability to combine local knowledge with national, regional, and international skills to provide you and your organization with the best resources possible. We harness the power of our network to empower you to achieve your goals, and to ensure we meet or exceed your expectations and objectives. UHY professionals get to know your business inside and out, and work with a solid understanding of what you need to succeed. Our dedication to delivering top-quality client service guides our every move.

A LEGACY OF COMMITMENT, GROWTH AND SERVICE
We know what we’re doing. We have deep roots in spotting and nurturing growth opportunities that goes back decades. Today, we are a global provider of exceptional service and part of one of the largest accounting, tax and consulting networks in the world. We’re dedicated to serving clients ranging from the dynamic middle-market to Fortune 500 companies. We believe that having a strong entrepreneurial mindset is key to growth, and we bring that mindset to every client experience.

AN ALTERNATIVE PRACTICE STRUCTURE TO BETTER SERVE YOU
A licensed CPA firm, UHY LLP offers audit and other attest services to public and private companies. UHY Advisors provides tax and consulting services, to a variety of business sectors.

WHAT WE OFFER

POSITIVE WORK ENVIRONMENT
Enjoy a collaborative and supportive work environment where teamwork is valued.

ATTRATIVE COMPENSATION PACKAGES
Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.

COMPREHENSIVE BENEFIT PACKAGE
Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.