Office Manager

Anonymous

North Carolina (SAA)

Documents

Individual state requirements may vary. Please contact your local apprenticeship office to ensure this version is suitable to your state’s requirements.

Work Process Schedule

Work Process Content

On the Job Training

Anonymous

Skills

Prepare operational budgets.

Assist in planning, administering, and managing budgets for contracts, equipment, and supplies.

Process and record financial transactions

Systematic recording of financial transactions and assist in the setting and implementations of standards of control
Process accounts payable as designated by the Executive Director and maintain accurate general ledger accounting and supporting documentation

Prepare monthly financial reports

Prepare monthly financial reports to be used by Rowan Helping ministries for information and decision making needs, ensuring the organization has accurate and informative financial reports.
Attend and prepare minutes of the Finance Committee meetings

On board employees

Process background and drug screening and communicate with new hires.
On-boarding (complete IT, payroll and personnel file setup,)
Provide orientation to new hire
Enroll new employees into health care system
Enroll 1 year employees into retirement plans

Maintain records, documents, or other files

Manage paper or electronic filing systems by recording information, updating paperwork, or maintaining documents, such as attendance records or correspondence.

Manage payroll processes

Oversee payroll functions, such as maintaining timekeeping information and processing, submitting payroll and accounting transactions.

Direct administrative or support services

Collaborate with Leadership team to deliver programmatic goals and objectives.

Accurately complete tax forms and governmental documents

Complete and prepare sales tax refunds
Complete work to ensure timely filing of 1099s through 3rd party provider.
Complete work to ensure timely filing of quarterly 941s and W-2s
Complete filing for annual solicitation license
Complete retirement benefit audit with 3rd party for 5500 preparations

Prepare operational progress or status reports.

Prepare and review operational reports, schedules, and billings to ensure accuracy and efficiency.

Oversee centralized purchasing

Manage inventories of products or organizational resources.
Work with department heads to ensure adequate supplies are in stock
Ensure proper PO procedures are followed
Understand and ensure compliance with federally mandated procurement policy
Acquire, distribute and store supplies

Recommend organizational process or policy changes

Analyze internal processes and recommend and implement procedural or policy changes to improve operations, such as supply changes or the disposal of records.
Make recommendations for personnel policy changes based on changing governmental guidelines and personal observations

Plan employee training programs

Plan monthly staff meeting
Coordinate with management for professional development training

Communicate technical information to suppliers, contractors, or regulatory agencies.

Communicate with and provide guidance for external vendors and service providers to ensure the organization, department, or work unit's

Confer with managers to make operational decisions.

Collaborate with other departmental leaders to assist with and help make decisions about personnel, resources, and supply needs.
Guide managers in hiring, coaching, disciplinary process, and termination of employees with focus on developing staff for success and risk reduction.

Establish processes, or procedures for tracking grant information

Develop operational standards and procedures for capturing data and reporting for unique grants
Collaborate with the grant writer and compliance manager to ensure proper tracking of grant income and expense

Evaluate information related to legal matters in public or personnel records.

Read through contracts, regulations, and procedural guidelines to ensure comprehension and compliance.
Maintain and keep records of child support checks, tax payments, liens, and other deductions from employee paychecks
Keep up-to date and accurate records on insurance benefits, 401k deductions, vacation, and sick days.
Prepare timely responses from government agencies regarding employees

Maintain current knowledge related to work activities.

Learn to operate new office technologies as they are developed and implemented.

Read documents to gather technical information.

Read through contracts, regulations, and procedural guidelines to ensure comprehension and compliance.

Respond to vendor/landlord problems or complaints.

Represent the organization and serve as liaison for requests or complaints from vendors/landlords.

Oversee annual financial audit

Assist auditor with annual financial audit by pulling needed information and responding to questions in a timely manner.
Record year end transactions and have all records and files needed to complete an accurate audit.
Assist auditor with annual financial audit by pulling needed information and responding to questions in a timely manner.

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Office Manager

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