
Finance and Administrative Assistant 
JOB TYPE: FULL TIME
SUMMARY:
Under the direction of the Executive Director, perform a range of accounting activities such as maintenance of the general ledger, preparation of various accounting statements and financial reports, and maintain donor database. Provide high-level support to the Executive Director and assist with other United Way projects and programs. Serve as front office administrator. Oversee office volunteers, greeting visitors, directing phone calls, and providing referral information as needed
DUTIES AND RESPONSIBILITIES
Financial:
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Perform day-to-day financial transactions including accounts payable and receivable.
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Reconciliation of accounts at month-end and preparation of month-end financial reports.
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Maintain general ledger of accounts.
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Prepare and send donor invoices and designations out.
General office:
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Answer phone, take messages and make referrals as appropriate.
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Work in cooperation with staff on mailings such as annual reports and letters.
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Attend meetings as needed and take meeting minutes.
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Compile and update all agency lists as well as committee lists and training manuals for Board, committees and volunteers.
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Responsible for the coordination support functions of the office including supplies, office machinery, internet, software needs and necessary computer updates.
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Assist with CIC program funding agreements, prepare packets for panels, update program thumbnails & other spreadsheets.
JOB REQUIREMENTS
- Minimum Associate degree in Accounting, Business, Finance or other related fields or equivalent experience and education preferred.
SKILLS AND QUALIFICATIONS
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Outstanding communication skills, including writing, speaking, and the ability to listen well.
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Strong interpersonal skills to perceive and react sensitively to the needs and interests of United Way visitors, donors and volunteers.
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Proficiency with Microsoft Office 365 and ability to use/learn various computer software programs, including, but not limited: donor software, quickbooks and web-based software programs.
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Ability to manage multiple projects, work independently, and meet deadlines.
How to apply
Send letter of interest and qualifications and resume to Ashley@marshfieldareaunitedway.org.