Executive Assistant

Company Overview

TreyBridge Accountants is a forward-thinking, dynamic accountancy firm that offers a wide range of financial services to clients. We pride ourselves on delivering exceptional client service and fostering a supportive, collaborative environment for our team. As we continue to grow, were looking for a proactive, highly organized Executive Assistant to join our team and assist our Director in streamlining operations and delivering excellent service to our clients.

Job Summary

We are seeking an experienced and motivated Executive Assistant to provide high-level administrative support to Aaron Gilmore, the Director of TreyBridge Accountants. The ideal candidate will be detail-oriented, adaptable, and possess excellent communication and organizational skills. This role offers the opportunity to work closely with a senior leader in a fast-paced, dynamic environment and contribute to the smooth operation of the business.

Key Responsibilities

• Calendar & Scheduling Management: Efficiently manage and organize the Directors calendar, schedule meetings, and coordinate appointments.
• Client Communication: Act as a point of contact for clients, responding to emails, phone calls, and inquiries with professionalism and attention to detail.
• Document Preparation & Reporting: Prepare reports, presentations, and other business documents, including financial summaries and meeting notes.
• Data Entry & Record Keeping: Perform data entry and maintain accurate client accounts and financial records, ensuring strict confidentiality.
• Administrative Support: Handle various administrative tasks, including document preparation, invoice, file management, and office organization.
• Client Relationship Management: Follow up on project deadlines, deliverables, and ensure high client satisfaction by providing excellent support.
• Research & Business Development: Conduct research and gather data to assist with client projects and business development initiatives.
• Team Coordination: Collaborate with internal staff and external subcontractors to ensure the completion of tasks and projects.
• Website & Social Media Support: Assist with updating and managing company websites and social media platforms as needed.

Skills & Qualifications

• Experience: Proven experience as a Executive Assistant or in a similar administrative role supporting senior leadership.
• Organizational Expertise: Strong organizational and multitasking skills, with the ability to manage competing priorities and meet deadlines.
• Communication: Excellent written and verbal communication skills, with an ability to engage professionally with clients and team members.
• Tech Proficiency: Advanced proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook). Experience with accounting software or financial systems is a plus.
• Attention to Detail: Exceptional attention to detail and the ability to handle sensitive information with discretion.
• Independent Work Ethic: Ability to work independently, show initiative, and be self-motivated to proactively solve problems and improve processes.
• Experience in Senior Support: Previous experience providing administrative support to senior leadership or executives is highly preferred.

Personal Attributes

• Integrity & Trustworthiness: Able to maintain confidentiality and handle sensitive information with professionalism.
• Proactive & Adaptable: Demonstrates a positive, can-do attitude, and the ability to adapt to changing priorities in a fast-paced environment.
• Motivated & Driven: Strong work ethic with a desire to contribute to the company's success and grow within the role.
• Client-Centric: Passionate about delivering exceptional service to clients and supporting the firms continued growth.