SUMMARY:

Provides operational, organizational and administrative support to the Accounting office. This position involves a wide variety of administrative functions and supports day to day operations related to general ledger accounting, investments, endowment accounting, treasury management as well as financial statement accounting, reporting and compliance.

RESPONSIBILITIES:

Administrative and Accounting Support:

• Responds to inquiries from a variety of stakeholders both internal and external for the purpose of facilitating communication and/or providing guidance among several parties; providing information and/or referral for addressing inquiry
• Schedules meetings as requested for Director with applicable parties, space, subject. Participates in meetings, in-service training, workshops, etc. for the purpose of conveying and/or gathering information required to perform job functions
• Assists department managers within the area with record retention of general ledger, reconciliation and other accounting documents in accordance with retention policies and regulations as noted by the University. 
• Directs and provides customer service to internal and external stakeholders to provide the necessary direction to ensure connection with the appropriate team member for resolving inquiries under established fiscal guidelines
• Prepares and distributes a variety of written materials and electronic financial information (e.g. sort/distributes mail, standardized reports, memos, letters, procedures, 1099’s, etc.) for the purpose of documenting activities, providing reference information, and complying with established financial, legal and/or administrative requirements
• Participates and tracks the annual review and submission of PCI Compliance forms (SAQs) working with other Accounting Team members to ensure proper documentation
• Researches IRS changes surrounding 1099R and 1098 Mortgage reporting
• Participates in all year-end activities to include assistance with reconciliation to ensure any applicable statements/forms are accurate
• Prepares ad-hoc reporting as requested

Record Maintenance: 

• Performs record keeping and general clerical functions (e.g. scheduling, copying, faxing, basic accounting procedures, data entry, answering telephone, greeting, sending out certified letters, scanning, combining electronic documents via adobe, etc.) for the purpose of supporting departmental operations and providing updated information
• Maintains permanent Endowment Fund files ensuring documentation is retained specifically the original endowment documentation (typically, the gift agreement) as well as any supporting documentation required. The signed internal gift memorandum should be included in the permanent file attached to this information. These files are located in the suite with the University COO and Controller.
• Maintains a variety of financial information, files and records (e.g. investment statements, reconciliations, bank statements, external communications, etc.) to ensure the availability of documentation and audit trail compliance with established policies and regulatory guidelines, including uploading documentation to substantiate the journal vouchers
• Scans all supporting documentation to ensure data integrity and that documents are maintained in accordance with the record retention policy
• Other duties as assigned.

QUALIFICATIONS:

• Ability to maintain confidentiality.
• Ability to collaborate and to provide a high level of customer service to diverse internal and external constituencies.
• Ability to work independently, and apply critical thinking and problem-solving skills in a busy and dynamic team-oriented environment.
• Ability to multi-task and adapt to changing situations.
• Excellent communication and proofreading skills, including the ability to exercise tact and diplomacy. 
• Detail oriented, accurate, resourceful and well organized.
• Proficient computer skills, expertise in Microsoft Office Suite, especially Excel, and the ability to learn new computer software programs. 
• Ability to work under pressure to meet established deadlines
• Knowledge of general accounting principles and mathematics

EDUCATION & EXPERIENCE:

• High School diploma or GED required
• Associate's degree in a business related discipline or an equivalent combination of experience and training appropriate to the position required
• 2 years of general accounting experience with customer service and data entry experience, preferred. Experience in higher education is preferred

WORK HOURS:

• Full-time, non-exempt position
• This position is limited term through June 30, 2025
• Monday – Friday, 8:30 a.m. - 5:00 p.m.; 7.75 hrs./day; 38.75 hrs./week

SALARY STRUCTURE:
Pay Grade 4 (Hiring Range $17.70 to $22.12 per hour)

ABOUT UR:

At the University of Richmond, we’re creative, inclusive, and determined. We’re Spiders, and our mission is to create positive change in the UR community and beyond. Located minutes from downtown Richmond, Virginia, the University of Richmond (www.richmond.edu) blends the intimacy of a small college with exceptional academic, research, and cultural opportunities usually found only at large institutions. There’s only one place like Richmond.

UR is committed to developing a diverse faculty, staff and student body, and to modeling an inclusive campus community which values the expression of differences in ways that promote excellence in teaching, learning, personal development and institutional success. In keeping with this commitment, our academic community welcomes candidates from diverse backgrounds and candidates who support diversity. EOE