Aprio PH - Administrative Assistant

Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 15 U.S. office locations, one in the Philippines and more than 1,500 team members that speak 35+ 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 Corporate Development team and you will help clients maximize their opportunities.  Aprio, LLP is a progressive, fast-growing firm looking for an Administrative Assistant to join their dynamic team. 

Possible Responsibilities:

• Manages onboarding process in the practice management and CRM applications for new Alliance and referral partner firms.
• Creates and sends contracts for Alliance and referral firms, as well as event sponsors and affiliate partners, including follow up for completion.
• Adds new firms and staff into the learning management and portal applications.
• Collaborates with L&D and other key departments to ensure new Alliance members have all required tools and training to be successful members.
• Manages offboarding process in the practice management, learning management, and portal application for departing member firms.
• Requests deactivation of L&D systems, portal, and other tools through the appropriate departments
• Updates relative systems, files, etc. and notifies necessary parties.  
• Removes departing firms from the practice management application.
• Provide administrative support to the select US leaders, working independently and proactively managing workloads and project timelines.
• Prepare documents, presentations, and other files as needed.
• Manage calendars and coordinate appointments, meetings and conference calls.
• Handle professionally sensitive and confidential business matters and assist with special projects.
• Coordinate travel needs and manage expenses.
• Establish and maintain a rapport with internal clients and vendors.
• Assist with event coordination and management of team events with Aprio event planning team, including scheduling group meetings, sending out invitations, reserving locations, arranging for catering/food service, hotel accommodations and ground transportation.
• Cross referencing hotel & event registrations, calculating hotel contract revenue guarantee.
• Invoicing member firms monthly, including non-recurring revenue.
• Invoicing Alliance event sponsors and affiliate partners
• Create quarterly referral payment schedule for review and executing payments.
• Data fetching for monthly KPI reporting.
• Complete growth team request forms for webinars, articles, presentations, etc.
• Send monthly newsletter from third party system to subscribing Alliance members.
• Attend internal Alliance team meetings, quarterly peer group calls, and similar – take notes and save in internal file management system.
• Request annual revenue figures for Alliance firms and update dues for each firm.
• Work closely with other administrative assistants to complete projects

Qualifications:

• Minimum of three (3) years of executive level administrative support experience, preferably within a professional services firm.
• Experience and working knowledge of HubSpot (CRM application) is highly desired.
• Bachelor’s degree from an accredited college/university or equivalent work experience
• Proficient with Microsoft Office Suite applications, including Word, Excel, PowerPoint, and Outlook
• Ability to work a flexible schedule and overtime as needed.
• Ability to prioritize responsibilities and ask for guidance when multiple tasks appear to be high priority.
• Strong communication skills, excellent organizational skills, and attendance record
• Able to consistently demonstrate high quality in work and relationship.

Perks/Benefits We Offer:- Wellness program- HMO coverage- Rewards and Recognition program- Free shuttle service (provided by CDC | for onsite employees)- Free lunch meal (For onsite employees)- On-demand learning classes- Discretionary time off and Holidays- Performance-based salary increase- Discretionary incentive compensation based on client or individual performance- Hybrid set up to selected roles/location, terms and conditions may apply- CPA & Certification Assistance and Bonus Program  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.- A great team: Work with a high-energy, passionate, caring, and ambitious team of professionals in a collaborative culture.- Growth opportunities: Grow professionally in an en