Executive Assistant supporting Learning & Development team at Aprio, a Top 20 CPA firm. Handling complex schedules, meeting logistics, and providing administrative support.
About the role
- Executive Assistant supporting the CEO and leadership team at Atomic Vest, a financial services company. Responsibilities include administrative support, travel coordination, and communication management.
Responsibilities
- Timely and accurate coordination of internal and external meetings, including logistical details, communication, and follow-up
- Coordinate travel arrangements both domestic & international, requiring an understanding all aspects of each executive's business agenda, as well as personal preferences, may include making restaurant and other business entertainment suggestions and reservations
- Prepare monthly expense reports, identify, and resolve all discrepancies
- Proactively and frequently check in with managers
- Screen communications as needed reading, researching, collecting, prioritizing, and routing correspondence and information with proper level of professionalism
- Accurately update contact information in CRM database
- Maintain and protect confidentiality regarding all aspects of client and company information
- Adhere to company policy while best needing the needs of executives supported.
Requirements
- 3+ years supporting C-levels, preferably in the Financial Services or Professional Services (Consulting, Law, Advisory, etc.) industries.
- Proficient in Google Suite and MS Office Suite (Word, Excel, Outlook, and PowerPoint).
- Familiarity with online travel booking systems.
- Must be able to be in-office on occasion (NYC).
- Highly organized with strong attention to detail; demonstrates accuracy and thoroughness.
- Proactive and self-motivated, able to anticipate the needs of others.
- Ability to juggle multiple assignments and prioritize effectively; demonstrates sense of urgency.
- Manages competing demands well; able to deal with change, delays, or unexpected events.
- Appropriate discretion and integrity handling confidential and sensitive information.
- Excellent professional references.
- U.S. work authorization.
Benefits
- Health insurance
- Paid time off
- Professional development
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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