Job Description

JOB DESCRIPTION

The ideal candidate will provide top-level assistance for high level executives. They should be well-organized and be comfortable scheduling meetings and responding to emails on the executive's behalf. Lastly, this individual should be able to draft documents and help the executive with any necessary meeting preparations.

RESPONSIBILITIES

• Calendar management for executives
• Aid executive in preparing for meetings
• Responding to emails and document requests on behalf of executives
• Draft slides, meeting notes and documents for executives
• Check client emails daily and create reminders for important dates
• Preparing financial reports
• Track expenses for ongoing projects.
• Schedule payments and handle client bill pay when applicable

QUALIFICATIONS

• Bachelor's degree or equivalent experience
• Proficient in Microsoft Office suite
• Experience in managing multiple priorities, administrative coordination, and logistics
• Well-organized, detail-oriented, ability to multi-task with great follow-up skills
• Strong written and verbal communication skills
• Experience with Monday system is a plus!
• Previous experience in office administration or other related fields
• A minimum of 2 years of experience as an executive assistant.

Company Description

We are a boutique accounting and family planning firm that offers financial planning and tax planning services. We primarily work with professional athletes and artists, so discretion is extremely important to us and our clientele. We provide a positive team-oriented work environment. We are currently expanding our business to help us meet our goals, and would love to find the right fit to help them meet their goals alongside us too.