JOB SUMMARY

As an Administrative Assistant II, you will provide essential support in managing document preparation, general administrative tasks, and day-to-day office operations. You will perform a variety of tasks with team members across departments to prepare, proofread, and manage business documents, handle correspondence, schedule appointments, organize meetings, and support overall operational efficiency. Your ability to multitask and maintain high-quality documentation will contribute significantly to the smooth functioning and success of the organization.

JOB DESCRIPTION

Document Preparation:

• Draft, edit, review documents, reports, presentations, and other business correspondence for grammar, accuracy, consistency, and compliance with organizational standards
• Generate, bind, and deliver client engagement letters
• Maintain and organize a digital filing system allowing for easy retrieval and document version control
• Edit financial statements, proposals and documents as requested
• Maintain and update standard operating procedures and document templates supporting continuous process improvement efforts

Administrative Support:

• Maintain administrative records and databases
• Update and maintain team task management software
• Administers the process for employee/manager reviews following completion of projects
• Delivery of proposals and engagement letters

Office Support:

• Serve as a point of contact for internal staff and external stakeholders, providing exceptional customer service
• Provide backup support for reception desk and tax administration which include answering phone, direct calls, manage emails and mail, communicate professionally with clients, vendors and staff, scanning, and other office tasks
• Coordinate and manage scheduling and calendar appointment for individuals and teams
• Coordinate office supplies and equipment, ensuring availability and functionality
• Support special projects and initiatives as assigned

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

• Proficient in Microsoft Office Suite (Word, Excel, Outlook), DataSnipper, Teams, and industry-specific software such as CCH Engagement, CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Maconomy, Safesend
• Experience in word processing, editing, and formatting documents
• Strong organizational and time management skills with the ability to manage multiple concurrent assignments.
• Exceptional attention to detail and excellent proofreading abilities
• Self-starter with a proactive and team-oriented mindset
• Knowledge of basic financial terminology and processes is a plus
• Advanced Excel skills including VLOOKUP/XLOOKUP and report comparison across platforms

WHO WE ARE

UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients’ business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.

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.