Administrative Assistant
- Coordinate and manage calendars for senior leadership, ensuring priorities are handled efficiently and sensitive matters receive appropriate attention
- Organize meetings, including scheduling, sending reminders, preparing materials, and arranging reservations or catering when needed
- Assist with task management and maintain leadership to-do lists
- Draft and edit emails, prepare meeting documents, and support communication needs on behalf of senior leadership
- Assist with expense reporting and time entry with accuracy and timeliness
- Maintain organized electronic and physical records, including filing and retrieving documents and reports
- Enter and maintain CRM data for senior leadership
- Support preparation and formatting of presentations or partner-level materials as needed, ensuring a polished and professional look
- Provide backup support for general office or administrative tasks as needed
- Proficiency with Microsoft Office applications (Outlook, Word, Excel, PowerPoint)
- Strong writing, editing, and proofreading skills
- Ability to multitask, prioritize, and meet deadlines in a fast-paced environment
- Professional, personable, and accountable
- Ability to maintain discretion and confidentiality
- Willingness to work extended hours on occasion, as needed
- 3+ years of related work experience as an administrative assistant in a professional setting
- Bachelor's degree (preferred)
- Experience working in a CPA firm a plus
- Health Insurance – Immediate eligibility for employer-sponsored medical, dental, vision
- Work-Life Balance – generous PTO, parental leave
- Flexible Spending & Dependent Care Accounts
- 401k/Retirement Advising
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