Operations Administrator

Office Administrator, Tax & Operations

We are seeking a proactive and highly organized Operations, Tax, and Office Administrator to support daily office operations, assist with accounting and tax functions, and ensure a professional, efficient workplace. This role is ideal for someone who takes initiative, anticipates needs, and enjoys a mix of administrative, operational, and light accounting responsibilities.

• Manage office and kitchen supply inventory and source cost‑effective vendors (e.g., Sam’s, Costco).
• Take meeting minutes and prepare Board of Directors meeting packets.
• Oversee cleaning services, office maintenance, and shredding.
• Maintain accurate employee call/mail log and directory information.
• Assist with marketing projects including promo items, conference support, and ordering.
• Sort and distribute mail, manage postage meter, certified mail, and Fedex/overnight shipments.
• Support internal newsletter, employee activity committee distribution and engagement tracking.
• Coordinate client and intermediary appreciation gifts.
• Provide support for accounting and tax tasks, including document organization, basic data entry, and deadline tracking.

• Strong organizational and multitasking skills.
• Experience in office administration, operations, or accounting support.
• Excellent communication skills and attention to detail.
• Proficient in Microsoft Office; accounting software experience a plus.
• Reliable, proactive, and able to work independently.
• Minimum a High School Diploma.

In addition to the above essential duties and responsibilities, this role includes other duties as assigned. This job description is not intended to be all-inclusive, and the employee will also perform other reasonably related business duties. This job description does not constitute a written or implied contract of employment.

Trident Trust provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.