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First Financial Federal Credit Union of Maryland · 20 hours ago

Office Administrator

Lutherville, MD, US

Full-time

Onsite

New Grad, Entry, Mid, Senior Level

$22/hr - $30/hr

0+ years exp

First Financial Federal Credit Union of Maryland is seeking an Office Administrator to coordinate office activities and provide administrative support to management. The role involves various clerical responsibilities, including managing communications, maintaining filing systems, and assisting with tax-related tasks.

BankingCredit CardsFinancial ServicesWealth Management

Comp. & Benefits

Responsibilities

Serves as the receptionist for the office, greeting visitors and clients

Answers phones, directs calls to appropriate individuals, and prepares messages

Copies, sorts, and files records related to office activities, business transactions, and other matters

Prepares letters, memos, forms, and reports according to written or verbal instructions

Sorts incoming mail and delivers to appropriate individual, processes outgoing mail

Maintains filing systems either manually or electronically

Manages calendars and schedules appointments

Coordinates office operations and procedures

Maintains Books & Records according to State and Federal regulations

Tracks regulatory and compliance schedules to ensure timely filings and procedures

Performs other related duties as assigned

Help identify and extract information provided on source documents such as brokerage statements, W-2s, Form 1099s, Form 1098s, client worksheets, FDI worksheets, input pertinent tax information and data from tax documents and worksheets for federal and state tax returns using ProSeries software, and create spreadsheets in Excel to compile/reconcile client data, research and apply tax codes based on federal and state requirements

Assist with tax returns which includes collecting and organizing data from clients, inputting pertinent information on the appropriate federal and state tax forms, schedules and worksheets such as Forms 1040, 8283, 502, Schedules 1-6, A, B, C, D and E, and Social Security Benefits Worksheet using the tax software, source documents and FDI work papers, contacting clients for missing information, reviewing the completed tax returns for accuracy, comply with document management, and assist with tax return delivery

Provides instructions to the client to complete the filing process for federal and state returns, remit payment for balances, remit estimated tax payments, etc. secure signatures and all documents required to comply with the electronic e-file process for the federal and state authorities

Complete the Electronic Filing Process

Prepare QuickBooks invoices and receive payments

Prepare Financial Planning documents and reports for new and existing clients and interface with Schwab

Support and participate with staff generating new business

Adheres to regulations and organizational policies, maintaining awareness and knowledge required to perform the duties of the position including all aspects of the Bank Secrecy Act, Fair Lending, and Information Security

Qualification

Microsoft Office SuiteProSeries Intuit Tax SoftwareQuickBooksMorningStarCommunication skillsOrganizational skillsTime managementInterpersonal skills

Required

Possess effective communication and interpersonal skills and ability to multi-task

Excellent organizational skills and attention to detail

Excellent time management skills with a proven ability to meet deadlines

Proficient with Microsoft Office Suite or related software

Desire to learn software programs including MorningStar, QuickBooks, ProSeries Intuit Tax Software, etc

Ability and willingness to learn office operations and effectively support staff

Office Assistant/Administrator I: 0-2 years of experience in field and general knowledge

Office Assistant/Administrator II: 2-4 years of experience in field and general knowledge

Office Assistant/Administrator III: 4-6 years of experience in field and general knowledge

High school diploma or equivalent required

Preferred

Clerical experience preferred

Company

First Financial Federal Credit Union of Maryland

Founded in 1953, First Financial of Maryland Federal Credit Union proudly serves the employees, students, and parents of the Baltimore, Carroll, Somerset and Worcester County Public School systems, as well as the employees and families of many area businesses, hospitals, private schools, and colleges.

Founded in 1953

Sparks Glencoe, Maryland, USA

51-200 employees