SEC REPORTING ADMINISTRATIVE ASSISTANT

SUMMARY
Supports the department officer with responsibility for SEC financial reporting and investor relations. The Administrative Assistant also provides support for directors or managers reporting to the department head. This position answers telephone calls, makes travel arrangements, schedules meetings and conference rooms, acts as the liaison and fosters a culture of open communication and respect with the department and its customers.

ESSENTIAL FUNCTIONS
1.Acts as a contact person for the leaders they support
2.Assists with the preparation of interim, quarterly annual financial reporting documents.
3.Enters SEC reports into Edgar software and transmits them to SEC.
4.Critically reviews and proofreads documents.
5.Communicates on sensitive issues; exercises judgment and discretion.
6.Regularly handles confidential information.
7.Demonstrates good abilities in analytical and leadership skills.
8.Screens and routes telephone calls and e-mails.
9.Supports special projects as they arise.
10.Prepares expense reports using Wells system.
11.Sorts and distributes incoming mail.
12.Prepares purchase requisitions and processes invoices on a limited basis.
13.Prepares budget schedules.
14.Arranges internal/external meetings, orders office supplies and creates and maintains files.
15.Performs other administrative and clerical duties in support of the department including typing letters, reports and other communications as assigned.
16.Prepares analysis reports for the supporting department.
17.Makes travel arrangements and prepares and submits expense reports for department head and directors and or managers with the department.
18.Provides support in preparation for meetings and training including assisting with the presentation preparation, scheduling and set up of conference/meeting rooms, arranging lunch and equipment needs.
19.Answers incoming calls, takes messages or transfers call to voicemail.
20.Other duties as assigned or as situation dictates.

WORKING CONDITIONS
•Working conditions are typical of a fast paced office environment.
•Position entails prolonged sitting, data entry and extensive use of keyboards and frequent use of telecommunications equipment
REQUIREMENTS
MINIMUM QUALIFICATIONS / KNOWLEDGE, SKILLS & ABILITIES
•Minimum of 5 years experience in a position as an assistant to management.
•Associate degree and/or undergraduate degree preferred.
•Must have a solid working knowledge of Word, Outlook, MS Office, Visio, PowerPoint and Excel
•Must be detail oriented and capable of working with minimal supervision from multiple sources.
•Demonstrated skill in working in a hectic environment with numerous interruptions while maintaining a professional atmosphere.
•Must exercise tact and good judgment regarding confidential issues.
•Demonstrated knowledge of general office procedures, methods, and equipment including copier, fax and telephone systems.
•Must have excellent written and oral communication skills.
•Must have High School Diploma or GED equivalent. Some college and or knowledge of accounting desirable.
•Knowledge of SEC filing software, Edgar Ease required;
•Will provide Edgar training to the right candidate with demonstrated aptitude for mastering new software and responsibilities.


The specific statements shown in each section of this description are not intended to be all-inclusive. They represent typical elements and criteria necessary to successfully perform the job. There may be times when, at management’s discretion, you will be expected to perform additional assignments that are necessary for business reasons.