Executive Assistant Overview • The Executive Assistant will provide comprehensive administrative support to the Client Advisory Team, ensuring seamless operations and client satisfaction. • Collaborate with team members to manage client cash transactions, bill payments, and inter-departmental approvals efficiently. • Compose professional correspondence and maintain effective communication with internal and external contacts, including clients and prospects. • Coordinate meetings, luncheons, and calendar schedules to optimize team productivity and client engagement. • Maintain Salesforce records, manage mail merges, and generate reports to support client advisory operations. • Assist in preparing presentation materials and charts for client and prospect meetings using Excel, Word, and PowerPoint. • Provide bookkeeping and accounting support for client transactions and process expense reports promptly. • Support compliance and audit-related requests by compiling necessary information and organizing team responses. • Offer flexible support to other Client Advisory Teams as required, fostering collaboration and operational excellence. Executive Assistant Key Responsibilities & Duties • Manage client cash transactions, including wires, ACHs, and account journals, ensuring accuracy and timely processing. • Screen incoming communications, route them appropriately, and ensure timely follow-up for client satisfaction. • Compose and proofread correspondence, utilizing financial terminology and firm-specific knowledge. • Coordinate meetings and luncheons, managing schedules and invitations for internal and external attendees. • Maintain Salesforce records, update contact information, and manage external client communications effectively. • Prepare presentation books and materials for client and prospect meetings, ensuring high-quality deliverables. • Process expense reports and book travel arrangements for team members promptly. • Assist in account administration tasks, including opening accounts, cash management, and tax-related activities. • Support client service operations by documenting communications and preparing materials for presentations. Executive Assistant Job Requirements • Bachelor of Arts (BA) degree required, demonstrating strong academic foundation. • Minimum of 5 years of experience in administrative support roles, preferably in client services. • Proficiency in Salesforce, Microsoft Office Suite (Excel, Word, PowerPoint), and internal applications. • Strong organizational skills with the ability to manage multiple tasks and prioritize effectively. • Excellent communication skills, both written and verbal, with attention to detail. • Knowledge of bookkeeping and accounting practices to support financial transactions. • Flexibility to work onsite 3-4 days per week, with potential for full-time onsite during training. • Ability to collaborate effectively with team members and external contacts to achieve organizational goals. • Commitment to maintaining confidentiality and professionalism in all interactions.