Job Description

You chart the course; we help you lift off. At YHB, we aren't limited by small-firm constraints or stuck in the big-firm mentality. We aim to hire great people who want to take ownership of their careers while we help to provide the tools for success. The Office Administrator provides organizational support for multiple levels of staff throughout the Firm. They facilitate communication internally and externally with clients and vendors. Primary tasks: welcoming guests, maintaining office supplies, and coordination of incoming and outgoing mail. The Office Administrator will coordinate and execute office events.

Roles & Responsibilities

Technical Expertise & Quality

• 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.

Professionalism & Service Excellence

• 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.

Education, Experience, & Other Requirements

• Minimum of a High School Diploma.
• 4 years related experience or equivalent combination of education and experience.
• Proficient in the use of MS Office applications.
• Possesses a prominent level of integrity and ability to respect confidentiality.
• Excellent verbal and written communication skills.
• Ability to handle multiple tasks simultaneously.
• Good knowledge of firm policies and procedures.
• Enthusiastic and self-motivated.

Benefits & Perks

We believe that real effort should be rewarded. That is why YHB is investing in our people and fostering a supportive, rewarding work environment. As part of our team, you will enjoy:

Competitive Compensation & Rewards:

• Market-competitive salary with performance-based bonuses.
• Retirement savings plan with a 401(k) & profit-sharing plan.

Comprehensive Health & Wellness:

• Health, dental, and vision insurance.
• Wellness programs and employee assistance programs (EAP).
• Paid parental leave and family support.

Professional Development:

• Learning and development opportunities.
• Tuition reimbursement.
• CPA exam support, certification reimbursements, and mentorship programs.
• Internal promotions and career pathing opportunities.

Work-Life Balance:

• Generous paid time off (PTO) and holidays.
• Flexible work arrangements (hybrid/remote options available).

Engaging Work Culture:

• Collaborative and inclusive work environment.
• Employee resource groups and diversity initiatives.
• Social events, team-building activities, and volunteer opportunities.

YHB is strongly committed to providing equal employment opportunities for all employees and all applicants for employment. For us, this is the only acceptable way to do business!