Executive Assistant

Are you hard-working and detail-oriented? Do you thrive in a fast-paced environment and enjoy supporting high-level executives?

If you love systems, processes, and procedures, and are passionate about delivering exceptional customer service, we should talk!

As the Executive Assistant to Larry Bernstein, co-founder of Proseer, you will play a critical role in ensuring smooth operations and enabling Larry to focus on meeting client needs and the executive team in achieving strategic growth initiatives.

While reporting directly to Larry, you will also support the executive team, coordinating client onboarding, and handling various administrative tasks.

This role requires a proactive individual with excellent organizational skills, high responsiveness, and a keen eye for detail.

Compensation :

• Salary Range : $65,000 - $75,000
• Medical benefits, dental, and vision coverage
• 401k retirement savings plan with up to 4% employer match
• Paid Time Off (PTO)
• Bonus opportunity

Compensation : $65,000 - $75,000

$65,000 - $75,000

Responsibilities :

• Manage and screen phone calls and emails for Larry Bernstein and the executive team, ensuring timely and professional responses.
• Coordinate client onboarding processes, including preparing and organizing necessary documentation for all team members.
• Schedule and organize meetings and appointments, including coordinating with clients and internal team members as directed by Larry.
• Manage physical mail.
• Scan and organize files in Proseer’s digital filing system.
• Prepare reports, presentations, and briefs for Larry and other team members, ensuring accuracy and attention to detail.
• Maintain and manage database systems, ensuring up-to-date and accurate records for the team.
• Handle requests and queries promptly and professionally, acting as a primary point of contact for Larry and the executive team.
• Assist with day-to-day office operations and administrative tasks, ensuring smooth workflow across the team.
• Manage travel arrangements and itineraries for Larry and other team members, ensuring seamless travel experiences.
• Coordinate and assist with special projects and initiatives as directed by Larry.
• Maintain confidentiality and discretion in handling sensitive information for Larry and the team.
• Develop and implement efficient systems and processes to improve workflow and productivity across the team.
• Support the preparation and coordination of client meetings and team meetings, including meeting materials and follow-ups.
• Provide exceptional support to Larry and ensure smooth operations for the entire team.

Qualifications :

• 2-3+ years of Executive Assistant experience.
• Outstanding organizational skills and strong attention to detail.
• Tech-savvy; proficient with Microsoft Office suite including SharePoint, and Zoom, and able to navigate new systems quickly.
• Ability to multitask and prioritize daily workload.
• Work independently to support the team and manage time efficiently.
• Effective interpersonal skills, including superior oral and written communication skills.
• Strong problem-solving abilities.
• Discretion and confidentiality, especially when handling sensitive information.
• Customer service focus, ensuring a professional and responsive approach.
• College degree preferred.
• Comfortable handling strong personalities and maintaining professionalism at all times.
• Must have a Can and Will Do attitude, ready to go above and beyond to support the team.

About Company

Proseer is a modern accounting firm that empowers entrepreneurs and businesses with cutting-edge financial solutions. Specializing in innovative accounting, tax, and finance services, Proseer provides real-time, actionable insights and robust financial infrastructure to its clients.