Executive Assistant

This is a remote position.

Schedule:

• 40 hours per week
  
• Monday to Friday, 8AM to 5PM Scottsdale, AZ
  
• Includes 1 hour unpaid break
  

Client Overview

Join a thriving, forward-thinking CPA firm that’s revolutionizing the way financial services are delivered. Our client is a respected leader in the accounting industry, known for their innovative approach to client service and commitment to excellence. They’re seeking a detail-oriented and proactive professional to support their high-level operations and client interactions.

Job Description

As an Executive Assistant, you’ll be at the heart of a dynamic and fast-paced CPA firm, playing a crucial role in supporting high-level operations and client interactions. This position offers an exciting opportunity to showcase your exceptional organizational skills, proactive mindset, and ability to manage complex schedules. You’ll be entrusted with sensitive information and tasked with ensuring smooth day-to-day operations. If you thrive in a fast-paced environment, enjoy being an indispensable support to busy professionals, and have a keen eye for detail, this role is perfect for you. You’ll have the chance to make a significant impact on the firm’s efficiency and client satisfaction while working remotely with a team of dedicated professionals.

Responsibilities

• Masterfully manage and prioritize the executive’s schedule, including arranging meetings and coordinating travel arrangements
  
• Take comprehensive notes during client meetings and proactively follow up on action items
  
• Drive client onboarding processes and maintain the CRM platform with meticulous attention to detail
  
• Handle confidential information with the utmost discretion and professionalism
  
• Anticipate needs and proactively manage tasks before being asked, demonstrating initiative and foresight
  
• Conduct follow-up calls with clients, ensuring clear and effective communication
  
• Develop and maintain efficient digital and physical filing systems
  
• Collaborate with team members across different time zones, facilitating smooth communication and workflow
  

Requirements

• 4+ years of proven track record as an Executive Assistant or in a similar high-level support role
  
• Candidates with Accounting background will be prioritized
• Exceptional organizational skills with a talent for juggling multiple priorities
  
• Demonstrated ability to handle sensitive information with absolute confidentiality
  
• Proficiency in CRM systems and general office software
  
• Outstanding written and verbal communication skills
  
• Self-motivated with the ability to work independently in a remote setting
  
• Experience in a professional services environment, preferably in finance or accounting
  
• Adaptability to changing priorities and ability to thrive in a fast-paced environment
  
• Strong problem-solving skills and a proactive approach to challenges
  
• Ability to understand and operate within the context of a CPA firm’s operations