Executive Assistant
The Executive Assistant is a key contributor to the firm's success and a resource to Partners of the firm who may need additional administrative and client support. In providing executive support they are tasked to work independently on various client projects and ensure action items are followed up on.
Responsibilities
- Assist in facilitating client contact for Partners as needed (e.g. conference call scheduling, action item follow up, providing updates to client regarding engagement status etc)
- Coordinate and schedule all supporting Partner meetings (internal and external)
- Communicate changes in estimated payments and billing to all parties involved (internal and external)
- Represent Partner by welcoming visitors, reviewing correspondence, responding to questions and meeting requests and other firm functions
- Reconcile, code and organize credit card expenses
- Draft and / or edit materials including presentations, schedules, reports, letters, scripts, and various correspondence and content
- Provide general administrative office support as needed, including answering and routing incoming calls, processing daily outgoing mail, assisting with marketing mailings, filing, welcoming visitors and providing strong customer service / hospitality
- Respond to telephone inquiries, take and relay messages, interface consistently with clients and staff in various offices, while exercising significant discretion, confidentiality and judgement
- Prepare memos, correspondence, reports, meeting minutes, presentations and other materials
- Coordinate executive outreach and external relations efforts, while overseeing special projects
- Work independently on projects assigned by Partners, from conception to completion, coordinating with other departments as needed
- Manage phone calls and email, including prompt responses to executive team's queries
- Coordinate travel arrangements for Partners by developing schedules and agendas, booking travel, arranging ground transportation, securing lodging and meeting space
- Coordinate firm client events and sponsoring opportunities
- Provide reception support when needed, including mailings, phone coverage, meeting room organization / set up
- Other duties as assigned
People Management / Relationships
Takes initiative to be a team player (seeks out opportunities to help others)Treats everyone with respectDevelops loyalty and trust with teamSuccessfully adapts to different personalities and working stylesProactively and effectively communicates information regarding status issues to team membersHolds self-accountable for assigned work; seeks continuous feedback to learn and develop in role; open to new ideas and suggestionsRequired Skills
Excellent organization skills and strong attention to detailMultitasker with the ability to prioritize work accordinglyExcellent relationship management and customer service skillsExcellent verbal and written communication skills with strong client service focus and presentationExcellent attention to detail with the ability to manage multiple projects and adapt to different personalitiesAbility to work autonomously under the pressure of tight deadlines and multiple prioritiesEducation, Experience and Certifications
Associate's degree or commensurate experience5+ years' experience in an administrative function supporting executive levelsExperience with event management, coordination of regular group meetings and daily calendar managementAbility to format information as requested in Word, Excel, PowerPoint and leverage internal systemsTech-savvy with ability to resolve problems / find solutions by contacting subject matter expertsPrior financial or professional services industry knowledge preferredProficient in Microsoft Office suite (Excel, Outlook, Word)Work Conditions
Must be able to remain in a stationary position as neededThe person in this position needs to occasionally move about inside the office to access file cabinets, office machinery etc.Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printerAbility to communicate in a professional manner and exchange information with internal and external clients as neededAbility to lift / carry up to 20 poundsAbility to work outside of normal business hours and weekends as neededAbility to travel to other Firm office locations as needed, overnight travel may be requiredThis job description is subject to change at any time and employee will be given additional responsibilities as assignedSalary Range : $20.00 - $30.00