Office Assistant jobs at Moss Adams

We are seeking a highly motivated and organized Remote Office Assistant to join our team. This is a full-time, remote position that offers the flexibility to work from home. As a Remote Office Assistant, you will play a key role in supporting the daily operations of our company and assisting our team with various administrative tasks. Key Responsibilities : - Provide administrative support to the team, including but not limited to managing emails, scheduling appointments, and organizing documents - Answer and direct incoming calls and messages in a professional manner - Assist with data entry and maintaining accurate records - Coordinate and schedule virtual meetings and conference calls - Prepare and distribute reports, presentations, and other materials as needed - Manage and update company databases and systems - Handle confidential information with discretion - Perform general office duties such as ordering supplies and maintaining office cleanliness Qualifications: - High school diploma or equivalent required; Bachelor's degree preferred - Excellent communication and interpersonal skills - Proficient in Microsoft Office and other relevant software - Strong organizational and time-management skills - Ability to work independently and in a team environment - Attention to detail and ability to multitask - Experience in the real estate industry is a plus Contract Details: This is a full-time, remote position with a competitive salary and benefits package. The working hours are Monday to Friday, 9am to 5pm PST. The successful candidate will be provided with all necessary equipment and resources to work remotely. If you are a self-motivated and detail-oriented individual with a passion for real estate, we encourage you to apply for this exciting opportunity. Join our dynamic team at NextGen Real Estate and grow your career in the fast-paced world of real estate.

The Executive Gallery Reception is dedicated to providing exceptional hospitality and support to our resident Executives, assistants and visitors in a sophisticated and secure environment. We serve as the central hub for managing reservations, catering, supplies, facilities and technology requests. As an Executive Gallery Receptionist within our Amenity Services team , you will efficiently manage daily responsibilities with minimal supervision, thriving in a fast-paced environment while maintaining a professional and friendly demeanor with employees and visitors. As part of a small, effective team, you should be a quick learner who goes above and beyond, taking ownership of your work. Your attention to detail, timely follow-up, and adaptability to new challenges will be key to ensuring seamless operations and making a significant impact. Job responsibilities Perform all Executive Receptionist functions, embodying the ideal Executive Gallery culture for internal and external stakeholders Serve as an ambassador and initial point of contact for resident Executives, employees and visitors, providing the highest level of hospitality and professionalism Proactively support and anticipate the needs of Executives and admins, ensuring strong follow up Manage space and office reservations, coordinate catering, register visitors, answer executive lines, and set up and break down conference rooms Conduct daily walkthroughs of designated floors to ensure adequate office supplies and maintenance, including pantry areas and lounges Liaise with internal partners including dining, lobby reception, audio visual, and facility teams Deliver and promote relevant communications Communicate effectively with Management to facilitate understanding and collaboration Attend and actively participate in team meetings Be flexible to work early mornings or late evenings as needed Required qualifications, capabilities and skills Minimum two years of recent experience in administrative and high-end hospitality roles Excellent time management and written/verbal communication skills Self-starter with the ability to work in a fast-paced team environment with limited supervision Proficiency in MS Office, including Outlook, Calendar, Teams, Word, Powerpoint

YOUR IMPACT Goldman Sachs Family Office (GSFO) is in search of a Vice President experienced in complex estate planning to operate in an innovative technology-backed offering for our HNW clients. We are looking for a client-friendly individual with background in U.S. tax, trust and /or estate advisory, who has a passion for detailed estate planning and modelling. OUR IMPACT Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design. Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond. Goldman Sachs Family Office (GSFO) works in coordination with Private Wealth Advisors to develop strong ties with clients to deliver a full suite of wealth planning and family office services. HOW YOU WILL FULFILL YOUR POTENTIAL * Contribute significantly within a dedicated team, delivering cutting-edge estate plan reviews and optimizations, leveraging advanced technology, innovative visualizations, and sophisticated projections to unlock generational wealth opportunities for UHNW clients. * Act as a subject matter expert in document reviews, interpreting key trust provisions and fiduciary law, assessing various tax implications and modeling multi-generational wealth strategies. * Communicating highly complex estate plans and balance sheets, distilling complex information down to essential components and visualizations for clients and other stakeholders. * Transferring knowledge and experience across the scope of wealth transfer, including tax-efficient estate planning structures, sophisticated lifetime gifting strategies, the transfer of closely held entities, charitable structures, and the administration and restructuring of trusts. * Taking ownership for quality assurance, and reporting deadlines being met. * Collaborating in an evolving product offering with other wealth strategy experts across GSFO, other internal stakeholders, and related third parties. * Proactively participating as a leader in a positive, collaborative, and productive team culture to grow junior staff into more senior roles. * Collaborate effectively with internal teams, including wealth advisors, legal, tax, and operations, to deliver integrated solutions and a seamless client experience. * Work closely with Product, Engineering, Compliance and Legal to continuously evolve the product offering QUALIFICATIONS * Bachelor's Degree Required * CPA and/or JD highly preferred; STEP, Tax LLM or other doctorate-level related credentialing is a plus * Experience in governing document drafting and review across multiple jurisdictions is a plus * A minimum of seven years of progressive experience as an accountant, attorney or related wealth professional * Experience working with HNW clients in multi-generational wealth and estate planning strategies, including reviewing, and diagramming advanced estate planning documents * Technical expertise in US tax legislation and tax implications of investment portfolios, estate planning entities, philanthropic entities, and other business activities, including impact of the Alternative Minimum Tax, as well as experience with state and local tax matters * Ability to quickly adopt and adapt to new technologies, in particular familiarity with AI, and scenario modelling * Experience working with clients in structuring and discussing multi-generational wealth and estate planning strategies * Deep interest in the financial markets and good investment sense/commercial instinct * Excellent interpersonal skills and a desire to work in a team-oriented environment * Resourceful, self-starter, attentive to detail and capable of multi-tasking in a fast-paced environment * Willingness and desire to work in-person in the Dallas office * Securities Industry Essentials (SIE), Series 7 & Series 63 exams (must be obtained within first 3 months of employment) ABOUT GOLDMAN SACHS At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers. We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: ********************************************************************* The Goldman Sachs Group, Inc., 2025. All rights reserved. Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity

YOUR IMPACT Goldman Sachs Family Office (GSFO) is seeking an accomplished practice lead to design, implement, and lead a new comprehensive accounting and bill pay offering tailored for Ultra-High-Net-Worth (UHNW) individuals and their families. This leadership role is paramount to establishing and scaling a best-in-class service model that addresses the intricate financial affairs of complex family structures, often involving multiple entities, properties, and specialized assets. The successful candidate will define the practice's strategy, build a high-performing team, drive operational excellence, and ensure the delivery of precise, timely, and confidential financial management solutions that seamlessly integrate with our clients' broader wealth management objectives. This role requires an entrepreneurial spirit combined with deep technical accounting expertise and a proven ability to innovate and grow a service offering. OUR IMPACT Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design. Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond. Goldman Sachs Family Office (GSFO) works in coordination with Private Wealth Advisors to develop strong ties with clients to deliver a full suite of wealth planning and family office services. HOW YOU WILL FULFILL YOUR POTENTIAL * Lead a team responsible for comprehensive bill pay management for UHNW clients, leveraging new technology to deliver this offering at greater scale and quality. This includes end-to-end bill payment process for UHNW clients and their entities, reviewing invoices, ensuring timely payments, and managing vendor relationships. * Lead the implementation of the practice, establishing robust processes, selecting and leveraging cutting-edge technology, and creating scalable systems to support rapid growth and ensure consistent service quality. * Recruit, develop, and lead a high-performing team of bill pay and accounting specialists. Foster a culture of excellence, collaboration, continuous learning, and client-centricity. * Provide strategic oversight for all aspects of UHNW client financial operations, including end-to-end bill payment, multi-entity accounting, general ledger maintenance, and meticulous reconciliation of bank, brokerage, and credit card accounts. * Drive the production of detailed financial reports, statements, cash flow analyses, budgeting, and forecasting tailored to the sophisticated needs of UHNW families and their various entities (e.g., trusts, LLCs, partnerships). * Prepare cash flow planning, budgeting, and forecasting for UHNW clients. Monitor and coordinate cash management across various accounts and entities. * Maintain and reconcile all financial accounts, ensuring accuracy and resolving discrepancies. Oversee the management and reconciliation of client data for ultra-high-net-worth families and related entities. * Deep understanding of QuickBooks, Sage Intacct or similar platforms to support historical integrations. * Serve as a primary point of contact for client communications related to billing and financial matters. Liaise effectively with Private Wealth Advisors and external stakeholders, including legal, financial, and other professional advisors. * Provide guidance and mentorship to junior staff, overseeing their work and ensuring accuracy of records. * Handle all sensitive financial information with the utmost discretion and confidentiality. * Maintain vendor relationships, manage vendor accounts, and coordinate billing and changes with external parties * Work with PWM Product, Engineering, Compliance and Legal to continuously evolve the product offering QUALIFICATIONS * Bachelor's Degree Required, preferably in Accounting, Finance, or a related field. * An ACCA/CPA certification is highly desirable. * A minimum of 10-15 years of progressive experience in accounting, financial management, or family office operations, with at least 5-7 years focused on UHNW individuals or families, including experience in a private family office or multi-family office environment. * Exposure to investment reporting, alternative assets, or trust/estate accounting. * Proven experience in designing, building, leading, and scaling an accounting or financial services practice or team, specifically for UHNW clients. * Deep expertise in accounting principles, financial reporting, and complex multi-entity accounting (e.g., Trusts, LLCs, LPs, Partnership Interests). * Advanced proficiency with accounting software (e.g., QuickBooks, Intacct, NetSuite) and / or experience with bill pay platforms * Exceptional Excel skills. * Experience with state and federal tax matters is a plus * Experience in interfacing with Trustees, Attorneys, Accountants, and other advisors and professional bodies in respect to private client's wealth planning * Excellent interpersonal skills and a desire to work in a team oriented environment * Resourceful, self-starter, attentive to detail and capable of multi-tasking in a fast-paced environment * Securities Industry Essentials (SIE), Series 7 & Series 63 exams (must be obtained within first 3 months of employment) ABOUT GOLDMAN SACHS At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers. We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: ********************************************************************* The Goldman Sachs Group, Inc., 2025. All rights reserved. Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity

In the Technology division, we leverage innovation to build the connections and capabilities that power our Firm, enabling our clients and colleagues to redefine markets and shape the future of our communities. This is a Executive Business Partner position at the Analyst level, which is part of the job family responsible for managing administrative tasks related to technology infrastructure and services, ensuring smooth operations and support for the organization's technology needs. Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals. Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on. The Executive Business Partner will provide high-level administrative and strategic support to the Global Chief Information Security Officer (CISO). This role requires exceptional organizational skills, discretion, and the ability to manage complex workflows across a fast-paced, high-stakes environment. The EA will serve as a critical enabler for leadership execution, stakeholder engagement, and operational continuity. What you'll do in the role: Executive Support & Calendar Management Manage and prioritize a dynamic calendar, including internal governance forums, regulatory engagements, and strategic planning sessions Coordinate travel, logistics, and briefing materials for domestic and international engagements Serve as gatekeeper and liaison for internal and external stakeholders Partner with executives to align their time and focus with business priorities Demonstrate flexibility in accommodating senior executive calendars and help prepare for key meetings, presentations, and decisions Operational Coordination Support the execution and coordination of CISO Direct Meetings, Offsites and Open Forums, in addition to other key governance forums across Cyber Manage communications, including email triage, follow-ups, and stakeholder coordination Understand the rhythm of business and proactively develop plans to align with various cycles e.g. Human Resources, Finance Business Management, CDRR Space planning and room bookings on behalf of the department Knowledge of onboarding/offboarding process for new team members Assist in the preparation and distribution of executive materials and dashboards Strategic Enablement Partner with the Office of the CISO to track deliverables across internal communications, and key strategic initiatives Facilitate weekly status updates and ensure alignment across cross-functional workstreams. Confidentiality & Governance Handle sensitive information with discretion and professionalism. Ensure compliance with firm policies and governance protocols in all administrative processes. Shape What you'll bring to the role: Minimum 7 years of experience supporting C-level senior executives (CISO, CIO, CRO) in a financial services or cybersecurity environment. Familiarity with cybersecurity terminology and organizational structures is a plus. Strong proficiency in Microsoft Office Suite, Zoom, and internal workflow tools Excellent written and verbal communication skills. Proven ability to manage competing priorities and maintain composure under pressure. In-office requirement: 5 days per week. Off hours support may be required at times due to accommodate work and travel schedules. Think autonomously with quick turnaround cycles WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $80,000 and $120,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Introduction Established in 1912, Bank of China is one of the largest banks in the world, with over $3 trillion in assets and a footprint that spans more than 60 countries and regions. Our long-term outlook, institutional weight and global breadth provide our clients with a stable and reliable financial partner, whether in Corporate or Personal Banking or our Trade Services, Commodities, Financial Institutions and Global Markets lines of business. Overview This position is responsible for assisting in performing independent quality control and risk assessment of daily operations and business transactions of the Branch including performing QA on periodic customer KYC Refresh, new customer on-boarding activities, trigger event reviews, and maintaining appropriate documentation in line with the Bank's policies and procedures; delivering a range of support in the areas of fraud prevention, risk mitigation and quality control; assist in preparing relevant risk management and quality control reports and/or quality assurance reports as required, and performing any other duties as assigned by supervisor and/or Branch Management. Responsibilities ABAC Compliance Program Assist in conducting ABAC risk assessment and ABAC testing across various areas, including Entertainment & Hospitality (E&H), QA by Owner Departments, customers and transactions monitoring, and deliver support in analyses and summaries and recordkeeping of information/documentation provided by Owner Departments, along with effective communication with respective departments; Assist in the ABAC audit projects and subsequent remediation, serving as the primary documentation contact for such purposes; Contribute to other implementation projects as requested by the VP/SVP, such as collecting and analyzing centralized E&H records periodically to enhance process efficiency. Legal Document Drafting, Review, & Negotiation Assist in developing, reviewing, initial editing and assessment of contracts and other legal documents (mainly vendor contracts) to ensure implementation of key legal risk parameters across all contracts executed by the Bank. Participating in the bank-wide special projects as assigned by General Counsel, and assisting the project team from legal aspect, including, but not limited to, providing legal advisory, developing bank-wide policies and procedures, consulting and communicating with outside counsel; and Assisting with other matters assigned by General Counsel, including regulatory interpretation, issue resolution, communication with Head Office regarding legal matters. Qualifications Bachelor's degree is required, preferably in Law or other related disciplines. Master's degree or above is highly preferred. Excellent analytical, interpersonal, verbal and written communications skills are required Solid experience in legal drafting, researching and writing are required. Bilingual abilities in English and Chinese are highly preferred Pay Range USD $60.00 - USD $80.00 /Hr.

Financial Technology Partners is seeking a Receptionist, Administrative Assistant for their San Francisco Office, 5 days a week in office. : Financial Technology Partners (aka “FT Partners”) is the only investment banking firm focused exclusively on the financial technology sector. We broadly define the sector as the dynamic convergence of technology-based solutions and financial services. FT Partners was recently recognized as "Dealmaker of the Year" and "Investment Banking Firm of the Year" by the M&A Advisor. The firm was founded by Steve McLaughlin, Managing Partner, formerly a senior investment banker in Goldman Sachs & Co.'s Financial Technology Group and Financial Institutions Group in New York and San Francisco. The firm's Founder and senior bankers are all highly experienced investment bankers formerly with the financial technology, M&A and investment banking groups of Goldman Sachs & Co in New York, San Francisco, London, and Los Angeles. Role Description: In this role, the Receptionist, Administrative Assistant will play a vital role in creating a positive impression and ensuring smooth operations within the office. The primary responsibilities include but are not limited to: greeting guests and employees, serving as the main point of contact with the building management team, handling catering, managing conference room scheduling, maintaining office and kitchen supplies, distributing documents, assisting with administrative and organizational projects, and keeping the public space clean and organized. They will also assist with team events and provide administrative support to employees as assigned. General Qualifications: Minimum of 0-2 years of experience in a reception and or administrative support role Highly organized with great attention to detail, strong written and verbal communication skills, and ability to perform in a busy, multi-tasking work environment. Extremely organized and technology savvy. Comfortable in a vibrant office environment Excellent analytical and problem-solving skills. Familiarity with Microsoft Office Suite (Word, Excel, PowerPoint) Demonstrated ability to work independently and on a team. A self-starter and ability to anticipate needs. Bachelor's Degree required U.S. work authorization Salary: $68,640 Communications Skills Exceptional writing and verbal communication skills, able to prepare high impact materials. Participates effectively in both internal and external meetings. Maturity and poise to work directly with client executives. Team Player Team player who can contribute to building a positive team spirit, keeps commitments, inspires the trust of others, works with integrity and ethically, and upholds firm values. Ability to perform under pressure, amid tight deadlines; can effectively prioritize and plan. Collaborative across teams and levels, both internally and externally. Understands coaching for long term development of self and others. Why FT Partners? Managing Partner and Managing Directors formerly of Goldman Sachs and JP Morgan Award-winning execution; Investment Bank of the Year / Boutique of the Year Awards (among many others) Executing both billion dollar and early stage / high-growth VC transactions Excellent career path, strong and competitive compensation Unparalleled deal flow with premier client base Access to world-class executives at high-growth companies Dominant footprint in the one of largest sectors: financial technology Top-notch financial sponsor relationships Close-knit, rapidly growing team Selected transactions include advising: Divvy's $2.5 billion Sale to Bill.com GreenSky's $2.2 billion Sale to Goldman Sachs Forge's $2 billion Merger with Motive Capital Corp. Truebill's $1.3 billion Sale to Rocket Companies Revolut's $800 million Financing at a $33 billion Valuation SpotOn's $300 million Series F Financing at a $3.6 billion Valuation Upgrade's $280 million Series F Financing at a $6 billion Valuation CAIS' $225 million Series C Financing at a $1 billion+ Valuation Bilt's $200 million Financing at a $3.1 billion valuation Newfront's $200 million Financing at a $2.2 billion Valuation DailyPay's $75 million Financing at a $1.8 billion Valuation Cart.com's $60 million Series C Financing at $1.2 billion Valuation Acorn's Acquisition of GoHenry Inclusion and Equal Opportunity Employment: Financial Technology Partners is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, Aboriginal/Native American status or any other legally-protected factors.

The Office Administrator is responsible for the overall management of the office administrative activities, including general administrative policies and procedures. This position executes decisions of the Firm, works with principals and business line leaders, and serves as the liaison between principals, staff, the local office and other offices within the Firm. The Office Administrator is charged with making all decisions regarding administrative issues within the location(s). The work associated with this position is performed onsite at one or more BDO offices. Job Duties: Manages day-to-day operations of the facility, ensuring proper office functioning and maintaining relationships with local vendors and property management to resolve issues Completes annual office budgets and monitor expenditures to ensure compliance with budget Drives consistency by understanding and championing systems and processes for business lines, providing guidance to other offices, and partnering with National Real Estate for space management and logistics Implements training programs for administrative staff, coordinates local purchasing and inventory control, and provides support to business lines as a primary or backup resource Welcomes new employees, assists with onboarding processes, and partners with various teams to manage administrative support for activities such as events, proposals, and presentations Other duties as required Supervisory Responsibilities: Supervises the day-to-day workload and oversight of administrative team members Evaluates the performance of direct and indirect reports, provides performance feedback, as appropriate, and assists in the development of goals and objectives to enhance their professional development Ensures administrative team members are trained on all relevant software, resources, and processes Qualifications, Knowledge, Skills and Abilities: Education: High school diploma, GED, or equivalent, required Bachelor's degree, preferred Experience: Two (2) or more years of management experience or five (5) or more years of administrative experience, required Experience in a professional services firm, preferred Prior project management experience, preferred Prior administrative experience, preferred Software: Proficiency in Microsoft Office Suite, required PeopleSoft, Oracle, or comparable enterprise resource planning (ERP) software experience, preferred Adobe Acrobat experience, preferred Other Knowledge, Skills & Abilities: Committed to working onsite at one or more BDO offices Superior written and verbal communication skills, including advanced knowledge of current grammar and punctuation standards allowing for proactive and successful interaction with various levels of management and firm personnel Solid judgment and reasoning skills Strong critical thinking skills to assess situations, apply knowledge and best practices to resolve issues Strong management and delegation skills to effectively lead and direct administrative team Ability to maintain a professional demeanor and level of patience when dealing with difficult situations Ability to work in a deadline-driven environment while handling multiple projects and tasks simultaneously with a focus on details Capable of successfully multi-tasking while working independently or within a group environment Ability to conduct meetings, deliver presentations and speak in front of groups Ability to demonstrate support for Firm goals, objectives and initiatives Ability to have a proactive approach to problem-solving by providing effective solutions Ability to generate and produce various reporting in software systems Ability to manage high confidentiality information Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. California Range: $77,000 - $128,000 Colorado Range: $75,000 - $90,000 Maryland Range: $90,000 - $115,000 Minnesota Range: $75,000 - $90,000 NYC/Long Island/Westchester Range: $95,000 - $120,000 Washington Range: $85,000 - $95,000

Our team is actively seeking an Administrative Assistant. A successful candidate must embody our values of treating all people with respect, never compromising our integrity, and delighting our clients. The ideal candidate will also embrace our team culture and help us fulfill our promise to care deeply about our clients and their financial lives. Responsibilities & Activities: Front Office Support: Provide a warm and welcoming environment for clients and guests visiting the office. Reception & Communication: Answer incoming phone calls, greet walk-ins, and assist with general client inquiries by phone and email. Scheduling Support: Assist with appointment scheduling, confirmations, and follow-up tasks for Financial Advisors and the Client Services team. Meeting Preparation: Help prepare for client appointments by organizing materials and ensuring rooms are ready, with potential for para-planning support as skills grow. Office Operations: Support the office with day-to-day needs such as organizing files, scanning documents, ordering supplies, coordinating team member celebrations, and maintaining a professional office environment. Business Services Support: Provide assistance with firm-wide services and projects, including administrative tasks that help Financial Advisors, clients, and prospects. Tax Season Support: Assist the tax side of the business during peak season with administrative tasks, document handling, and client communication support. Team Collaboration: Partner with the Client Services team across locations, providing flexible support where needed and learning foundational CSA skills. Technology Support: Assist with basic tech needs such as printing, scanning, setting up video calls, and organizing electronic files. Required Knowledge, Skills & Abilities: Minimum 1 year of clerical/administrative experience Minimum 1 year of customer service experience Excellent organizational and time management skills; able to handle multiple tasks Excellent communication (oral and written), interpersonal, and presentation skills Proficient with computers Comfortable with computers and willing to learn new systems Must be willing to complete training in our Salem office

Under supervision, the Office Coordinator will be responsible for reception duties at the front desk such as greeting visitors and answering phones. This person will also perform administrative duties such as coordinating paperwork. Responsibilities Essential Job Duties: Responsible for the facilities day-to-day operations, such as distributing building access keys and back-up to security access cards, etc. Vendor Coordination of overseeing cleaning staff, maintenance vendors, building staff, etc. Responsible for the maintenance and alteration of office areas and equipment by scheduling vendors and reporting to building management, as well as layout, arrangement and housekeeping of office facilities. Greet clients and visitors and assist them as needed. Announce visitors to appropriate party. Answer incoming calls. Provide general information and direct callers to appropriate party or voicemail. Order and maintain office and breakroom/kitchen supplies. May assist with office equipment issues. Receive mail and packages and distribute to appropriate party. Maintain conference room schedule. Prepare conference rooms for meetings and events, which may include straightening of the room, and coordinating audiovisual services and catering orders. Order daily lunches. Provide support to administrative staff when needed. May perform other duties as assigned. Qualifications Skills, Education and Experience: High School diploma or General Education Degree (GED) required. Minimum two years of previous office experience required. Excellent customer service, phone etiquette and communication skills for incoming calls and visitors. Proficiency in Microsoft Office applications. Ability to prioritize and multi-task efficiently. Ability to work independently Working Conditions: Normal working conditions with the absence of disagreeable elements Note: The statements herein are intended to describe the general nature and level of work being performed by employees and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Newmark is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law.

This role is located in New York City and will require a hybrid work schedule of at least 2 days in office per week. This role is for Assistant Officer level candidates. About the Bank Sumitomo Mitsui Trust Bank, Limited was established through the merger of The Sumitomo Trust and Banking Co., Ltd with Chuo Mitsui Trust and Banking, Ltd. on April 1, 2012. We are one of the largest asset managers in Asia and number one among Japanese financial institutions by AUM, with approximately $850 Billion USD in AUM. The Bank provides an assortment of financial solutions and manages a broad spectrum of financial products across its global branches. Department Overview: The Americas Division (“AD”) was established in the Sumitomo Mitsui Trust Bank, Limited, New York Branch) (“SMTBNY”) to perform corporate functions and supervise U.S. entities. Established under the AD are the “Global Banking Unit (“GBU”), Americas Division” and “Global Market Unit (“GMU”), Americas Division” which performs business functions. The Front Office Risk Management & Administration Team's (“FORMAT/ MFM”) primary responsibility is to establish and maintain a sound risk management structure regarding compliance, regulatory issues and operational risks within the GMU. Your Role Overview: Assists in tasks concerning compliance and operational risk management; assists in account onboarding and maintenance; maintains approvals, legal documentations, and other documents for GMU; and processes various administrative tasks. Your Duties and Responsibilities: Management of Important Documents, contract renewal and maturity date tracking of GMU's contracts. Assists in maintaining trading systems accesses and permissions. Reviews and processes invoices / subscriptions and prepares budget forecast for management. Assists setting up and organizes internal meetings for GMU. Performs administrative tasks such as updating and filing documents, applications, procedures and policies, and the New Product Due Diligence process. Prepares reports on a daily, weekly, and monthly basis. Assists with account maintenance and compliance updates. Assists with KYC matters of bank's clients and counterparties Assists with and performs FATCA tax due diligence for bank's clients and counterparties Abides by all compliance related policies and procedures. Performs other duties and responsibilities as assigned by management. Your Qualifications: Bachelor's degree or equivalent. Proficient in Microsoft 365 (Excel, Word, and Outlook). Prior work experience in a financial institution preferred. Strong communication skills and interpersonal skills. Ability to process information (both numbers and descriptive) accurately. Highly attentive to detail. Strong organization skills. Strong multi-tasking ability. Ability to work with team setting. Why you should join SuMi Trust: SuMi Trust embraces flexible ways of working when the business and role permits. We provide employees with a hybrid working model, allowing for in-office work and work from home. Our diverse and inclusive environment along with our global presence enables us to collaborate and communicate to meet our business needs. We believe that efficient teams need truth, loyalty, and a strong sense of purpose to balance risk and their targets. We make sustainable business decisions to improve our society and the world. We believe that each person brings a unique value that drives the business though their creativity and passion. The Employee Benefits package includes: Paid Time Off, medical, HSA, vision, dental, FSA, 401(k), profit sharing, legal plan, cancer indemnity plan, disability insurance, life insurance, employee assistance program, commuter benefits, business travel accident, paid volunteer day, paid memberships, paid seminars, and tuition assistance. We offer many socialization opportunities for wellness, financial wellbeing, runs/walks, team building, happy hours, and activities to support the Sustainable Developmental Goals. Check out our LinkedIn for our employee experience: *************************************** We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law. SuMi Trust provides reasonable accommodations for employees and applicants with disabilities consistent with applicable law. If you need a reasonable accommodation during the application

Job Description Handle phone calls and emails with accuracy and a very enthusiastic personality. Must be bilingual and willing to learn and grow with our team. Should have a strong work ethic, be a team player, have positive energy and be computer literate. Opportunity to do some marketing/sales. #hc124832

CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture. A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You'll get unwavering support from all departments and total transparency from the top down. CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program. Position Overview: The Branch Administrator supports to Spokane, WA office of CrossCountry Mortgage. The Branch Administrator is responsible for entering data from incoming leads, providing high-level support including heavy calendar management with excellent communication skills. Job Responsibilities: Manage branch calendar and schedule a variety of business meetings, including initial consultations. Handle incoming and outgoing phone and electronic communications. Work with various software tools to perform daily tasks, including spreadsheet programs and Salesforce. Accurately enter data from incoming leads for the branch. Complete and maintain branch-assigned checklists, prospect follow up and file set up. Handle gifting programs for the branch. Qualifications and Skills: High School Diploma or equivalent. 1+ year of banking, financial services or mortgage experience, preferred. Skilled in working independently with advanced skill in self-motivation. Excellent communication and organization skills. Proficient in Microsoft Excel, Word, PowerPoint and Outlook. This is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position. Pay Range: Hourly Rate: $22.00 - $24.00 The posted pay range considers a wide range of compensation factors, including candidate background, experience and work location, while also allowing for salary growth within the position. #LI-CCMREC CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! careersatccm.com CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: ********************************** California residents: Please see CrossCountry's privacy statement for information about how CrossCountry collects and uses personal information about California applicants. CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual's association with a member of a protected group or any other characteristic protected by federal, state, or local law (“Protected Characteristics”). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion. CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit ***************************

Job Description Premium Merchant Funding is a leading financial services company specializing in providing innovative funding solutions for businesses. We pride ourselves on our commitment to delivering exceptional customer service and fostering a collaborative work environment. As we continue to grow, we are looking for a bright, energetic and friendly individual to join our Midtown Manhattan Location as an Office Assistant. We are looking for someone to start ASAP! Job Responsibilities Provide comprehensive administrative support to various departments. Handle all correspondence promptly and professionally. Assist in preparing and organizing documents and reports. Perform accurate and efficient data entry as required. Perform general office duties. Collaborate with team members to ensure smooth workflow and effective communication. Take ownership of assigned tasks, prioritize workload, and meet deadlines. Adapt to changing priorities and handle multiple tasks simultaneously. Greet guests with a warm and welcoming attitude. Who We're Looking For Ideal for someone at the beginning of their career journey. Perfect for someone with recent academic experience. Must live a commutable distance to Midtown Manhattan. Office Amenities Our office is centrally located in Midtown Manhattan, close to Bryant Park and Grand Central Station. It offers a wide range of amenities designed to improve employees' productivity and quality of life. Schedule 10 AM - 7 PM Requirements Excellent technical skills with a strong understanding of various software applications (MS Office Suite, Google Suite, etc.). Strong multitasking abilities and the ability to work in a fast-paced environment. Demonstrated ability to work effectively both independently and as part of a team. Strong attention to detail and organizational skills. Positive attitude, adaptability, and willingness to take on new challenges.

Premium Merchant Funding is a leading financial services company specializing in providing innovative funding solutions for businesses. We pride ourselves on our commitment to delivering exceptional customer service and fostering a collaborative work environment. As we continue to grow, we are looking for a bright, energetic and friendly individual to join our Midtown Manhattan Location as an Office Assistant. We are looking for someone to start ASAP! Job Responsibilities Provide comprehensive administrative support to various departments. Handle all correspondence promptly and professionally. Assist in preparing and organizing documents and reports. Perform accurate and efficient data entry as required. Perform general office duties. Collaborate with team members to ensure smooth workflow and effective communication. Take ownership of assigned tasks, prioritize workload, and meet deadlines. Adapt to changing priorities and handle multiple tasks simultaneously. Greet guests with a warm and welcoming attitude. Who We're Looking For Ideal for someone at the beginning of their career journey. Perfect for someone with recent academic experience. Must live a commutable distance to Midtown Manhattan. Office Amenities Our office is centrally located in Midtown Manhattan, close to Bryant Park and Grand Central Station. It offers a wide range of amenities designed to improve employees' productivity and quality of life. Schedule 10 AM - 7 PM Requirements Excellent technical skills with a strong understanding of various software applications (MS Office Suite, Google Suite, etc.). Strong multitasking abilities and the ability to work in a fast-paced environment. Demonstrated ability to work effectively both independently and as part of a team. Strong attention to detail and organizational skills. Positive attitude, adaptability, and willingness to take on new challenges.

We are seeking a highly organized and efficient Office Coordinator to join our team on a full-time, permanent basis. The Office Coordinator will play a crucial role in ensuring the smooth and efficient operation of our office. The ideal candidate will have excellent communication and interpersonal skills, strong attention to detail, and the ability to multitask and prioritize tasks effectively. Key Responsibilities: Greet and assist clients, visitors, and employees in a professional and friendly manner Answer and direct incoming calls to the appropriate department or individual Manage and maintain office supplies, equipment, and inventory Coordinate and schedule meetings, appointments, and travel arrangements for employees Sort and distribute incoming and outgoing mail and packages Maintain and update office records, including client and employee information Assist with general administrative tasks, such as data entry, filing, and scanning documents Qualifications: High school diploma or equivalent; post-secondary education in business administration or a related field is preferred Excellent communication and interpersonal skills Strong organizational and time-management skills Proficient in Microsoft Office and other relevant software Ability to handle confidential information with discretion Proven ability to multitask and prioritize tasks effectively Strong attention to detail and accuracy Why Work for Us: Competitive salary and benefits package Opportunities for growth and advancement within the company Collaborative and supportive work environment Chance to work with a dynamic and experienced team Making a positive impact in the real estate industry If you are a highly organized and efficient individual with a passion for providing exceptional administrative support, we want to hear from you. Apply now to join our team as an Office Coordinator at NextGen Real Estate.

Job DescriptionWe are a Commercial and Residential property management company that are looking for an Administrative Assistant, preferably within 10-15 miles of West Hollywood, with the following duties: 1. Provide administrative support such as scanning, copying, printing, assisting with meetings, company events, preparation of meetings, etc. 2. Prepare several reports utilizing Microsoft Excel on a regular basis (e.g., daily,weekly/monthly reports, vacancy reports, rent rolls, etc.). Strong ms excel skills are a MUST 3. Coordinate with various team members and generate reports as per co-workers needs; 4. QuickBooks experience a plus 5. Manage meetings, calendar appointments, coordinate lunch for various office staff members; 6. Answer phone calls and emails; handle incoming and outgoing communications; 7. Manage agendas/travel arrangements/appointments etc. for colleagues; 8. Consistently and timely take care of weekly, monthly, quarterly and yearly tasks assigned; 9. Maintain accurate records of documents received and sent out, file documents (hard and soft copies); 10. Assist in rental efforts including leasing documents for properties 11. Be the liaison between team members and outside vendors/clients and consistently follow up on projects, tasks, or deadlines, as needed; 12. Perform other functions as may be required by the job or as directed by management; 13. Bi Lingual (English and Spanish a plus

FuturePlan is the nation's largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry's largest in-house ERISA teams. Learn more at FuturePlan.com. Section 1: Position Summary Supports all clerical functions (typing, filing, faxing, copying, mass mailings, phone and mail) to ensure that daily Benefit Trust Services Department Operations needs are achieved in a timely and accurate manner. Section 2: Job Functions, Essential Duties and Responsibilities * Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. * Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture. * Assist with other tasks and projects as assigned * Learn functions of all aspects of Support Staff Team to fully support the team and to help maintain excellent customer service * Provide clerical assistance necessary to ensure the office meets all service standards including filing, copying, mailings necessary reporting, assisting with opening mail, etc. (Including handling COBRA and HIPAA protected information.) * Assist administrator with data entry such as contribution and enrollment processes as needed. * Prepare and make all deposits via the necessary process (electronic, paper, etc.) for each Trust. * Utilize Benefit Trust Services department Electronic and Paper filing procedures when completing any clerical task including scanning of necessary reports and documents. * Provide back up to office receptionist (office duties) as needed. * Deliver daily outgoing mail to mailbox. * Pick-up incoming mail daily from mailbox. * Provide clerical back up support for Benefit Trust Services team members * Assist in mass mail projects * Miscellaneous errands (post office, bank, etc.) * Meet all quality, productivity, and turnaround goals Supervision * N/A Section 3: Experience, Skills, Knowledge Requirements * Learn functions of Benefit Trust Services administration * Obtain a basic knowledge of prevailing wage fringe benefit guidelines, COBRA and HIPPA rules and regulations * Effective oral and written communication skills * Organization and prioritization skills * Software Skills: MS Office (Word, Excel, Outlook), TMS, VHCS, COBRA Solutions Etc. * Online portals for Insurance Carriers * Bank Deposit Machines (WF CEO, CB&T, Union Bank etc) * Detail orientation * Ability to work independently * Effective Interpersonal skills * Demonstrates initiative * Good judgment * 1 - 2 years office experience We are proud to be an Equal Opportunity Employer The national average salary range for this role is $20-$22 per hour in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits. Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").

Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 30 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio. Join Aprio's Business Operations team and you will help clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for an Office Administrator to join their dynamic team. This position provides high level administrative support for your local office. This role will be vitally important to the success of day-to-day operations and organization of the office. The ability to multi-task, while maintaining complex schedules is essential in this position. The ideal candidate is resourceful, an excellent problem solver and very organized. This position requires a blend of administrative and customer service skills to provide exceptional administrative support to both clients and the internal team. The primary responsibility is to manage the front desk and ensure the smooth flow of clients and information within the tax office. Position Responsibilities: * Reception Duties: * Greet clients and visitors in a friendly and professional manner. * Answer and direct incoming phone calls, taking messages or transferring calls as necessary. * Maintain a neat and organized reception area. * Client Interaction: * Assist clients with inquiries, appointments, and basic questions. * Schedule appointments as needed. * Ensure client confidentiality and handle sensitive information with discretion. * Administrative Support: * Manage and maintain the office calendar, scheduling appointments and meetings for team members. * Prepare outgoing mail, sort and distribute incoming mail, faxes, and other correspondence. * Maintain electronic and paper filing systems for client records and office documents. * Assist with scanning of client and firm documents. * Engagement letters as needed, paper extensions and paper returns as needed. * Office Maintenance: * Monitor and order office supplies, ensuring inventory is well- stocked. * Order snacks and drinks and restock as needed. * Order busy season meals as needed, assist with set-up and clean- up. * Keep the office clean, organized, and presentable for clients and staff. * Submit work orders and report any maintenance issues to the appropriate personnel. * Maintain office equipment, place service calls, order supplies. * Maintain common areas, refrigerators, vending, refreshment equipment and order supplies as needed. * Assist with parking decals and access cards as needed. * Office Events: * Schedule and Plan office events as coordinated by the corporate office. * Maintain consistency in events across offices. Qualifications: * High school diploma or equivalent; additional education or certification in office administration is a plus. * Previous experience in a receptionist or administrative role is preferred. * Knowledge of tax-related terminology and procedures is advantageous. * Proficiency in office software (e.g., Microsoft Office Suite) and familiarity with tax software is beneficial. * Excellent communication and interpersonal skills. * Strong organizational abilities with attention to detail. * Professional demeanor and a customer-centric attitude. * Ability to handle confidential information with discretion and integrity. * Time management skills to prioritize tasks and meet deadlines. Why work for Aprio: Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm. Perks/Benefits we offer for full-time team members: * Medical, Dental, and Vision Insurance on the first day of employment * Flexible Spending Account and Dependent Care Account * 401k with Profit Sharing * 9+ holidays and discretionary time off structure * Parental Leave - coverage for both primary and secondary caregivers * Tuition Assistance Program and CPA support program with cash incentive upon completion * Discretionary incentive compensation based on firm, group and individual performance * Incentive compensation related to origination of new client sales * Top rated wellness program * Flexible working environment including remote and hybrid options What's in it for you: * Working with an industry leader: Be part of a high-growth firm that is passionate for what's next. * An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients. * A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture. * Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally. * Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement. * Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance. EQUAL OPPORTUNITY EMPLOYER Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law. Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.