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YHB | CPAs & Consultants · 13 hours ago

Office Administrator

Owings Mills, MD

Full-time

Onsite

Mid Level

4+ years exp

YHB | CPAs & Consultants is a firm that values individual ownership of careers and provides tools for success. The Office Administrator is responsible for providing organizational support, facilitating communication, and managing office tasks to ensure smooth operations.

AccountingComplianceConsultingWealth Management

Responsibilities

Adhere to and preserve confidentiality standards both internally and externally

Open and close the front lobby (locking doors, closing blinds, turning off lights)

Maintain appearance and supplies for front lobby and all conference rooms

Use technology to perform duties such as typing letters, memos or correspondence, and Internet research

Performs administrative duties including copies, faxes, Letter, and document scanning

Serves as the central communication point for staff, delivering essential updates related to Operations, Administration, and Facilities

Fold/stuff invoices and statements for mailing

Processes daily bank deposit

Update Intranet with weather-related closures

Maintain the break room/kitchen area, including loading and emptying the dishwasher as needed and stocking kitchen supplies

Order snacks/beverages/cleaning and office supplies as needed

Track expenses for monthly reconciliation/budget recording

Setup of new clients

Logging in/out of client documents for pick-up

Prepare FedEx/UPS shipments, certified mail, and track deliveries

Open or distribute incoming mail to appropriate parties

Processing Certified Mail receipts

Other duties as assigned, which may include cross-training and backup to various CSC tasks, as well as assistance with scanning and paper assembly of tax filings

Actively participates in self-development activities and works with circle leader to develop and monitor appropriate and challenging goals

Solicits overall performance feedback on assigned areas and provides upward feedback

Demonstrates an understanding of the importance of cooperation and teamwork through daily interactions with co-workers by maintaining positive working relationships with other team members and displaying an attitude of helpfulness, a focus on team success, and the consideration of the ideas of others