Executive Assistant

Executive Assistant
CPA & Financial Advisory Firm

We are seeking an exceptional Executive Assistant to support a fast-paced CPA and financial advisory office. This is not an entry-level administrative role. We are looking for a highly capable professional who operates with precision, discretion, initiative, and a strong sense of ownership.

The ideal candidate is detail-oriented, proactive, highly organized, and able to manage responsibilities independently without constant direction or follow-up. This position requires someone who takes pride in producing high-quality work, anticipates needs, follows through consistently, and can confidently oversee office operations and staff.

Key Responsibilities:

• Manage and oversee daily office operations
• Support executives with scheduling, communications, and administrative priorities
• Supervise admin staff and ensure accountability and efficiency
• Maintain organized and accurate records, files, and workflows
• Handle confidential financial and client information with discretion
• Track projects, deadlines, and follow-up items proactively
• Improve office systems and maintain operational standards
• Serve as a professional point of contact for clients and vendors
• Laison between admin and management

Qualifications:

• Minimum 5+ years of executive assistant or high-level administrative experience
• Exceptional organizational skills and attention to detail
• Strong follow-through and ability to execute tasks completely and accurately
• Ability to prioritize independently and solve problems without constant oversight
• Professional written and verbal communication skills
• Experience supervising staff and managing office workflow
• High proficiency with Microsoft Office, calendars, document management, and office systems

This Role Is Best Suited For Someone Who:

• Takes initiative naturally
• Does not require repeated reminders or micromanagement
• Holds themselves to a high professional standard
• Thrives in an accountable, fast-moving environment
• Understands the importance of accuracy, confidentiality, and professionalism
• Can anticipate needs before being asked

We value reliability, professionalism, discretion, and pride in work quality. If you are someone who consistently performs at a high level and enjoys being an integral part of a professional organization, we would like to hear from you.

Please submit your resume along with a brief introduction highlighting your relevant experience and why you would be a strong fit for this position.

Job Type: Full-time

Pay: $28.00 - $32.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee discount
• Health insurance
• Paid time off
• Vision insurance

Education:

• Associate (Preferred)

Experience:

• Microsoft Office: 1 year (Preferred)
• Administrative Experience: 1 year (Preferred)

Work Location: In person