Administrative Assistant - UHY LLP

Position Summary

As an Administrative Assistant, you will provide essential administrative support to facilitate the smooth operation of the organization. You will perform a variety of tasks, including managing correspondence, scheduling appointments, organizing meetings, and handling administrative requests. Your strong organizational skills, attention to detail, and ability to multitask will contribute to the efficiency and effectiveness of the team and the overall success of the organization.

Tasks

Document Preparation:

• Generate and deliver engagement letters
• SAS reports
• Financial statements and proposals
• Maintains and updates standard operating procedures and templates

 Administrative Support:

• Maintain accurate records and databases, ensuring data integrity and confidentiality
• Updates and maintains team task management software
• Finalizes workpapers for permanent records
• Assigns employee/manager reviews following completion of projects
• Delivers proposals and engagement letters

Office Support:

• Serve as a point of contact for internal staff and external stakeholders, providing exceptional customer service
• Support special projects and initiatives as assigned
• Occasional reception area coverage
• Special project responsibilities for specific office or entire region (i.e. e-filing, CPE tracking, bulk engagement letters)

Skills

Required education and experience

• High School Diploma (or GED or High School Equivalence Certificate)
• 3+ 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
• Advanced Excel skills including VLOOKUP/XLOOKUP; comparing reports acorss various platforms
• Editing experince preferred