Executive Administrative Assistant

Description:

We are partnered with a full-service CPA firm with an excellent family-oriented approach, serving clients for over 50 years of business. They provide accounting, tax, and business consulting services to individuals, small business owners, and entrepreneurs. With a specialty in real estate accounting and a "One Firm Way" approach, the firm delivers high-quality, customized solutions to clients locally and nationwide.

This Executive Assistant role is a key part of the firm's leadership team, supporting the CEO and COO and helping reinforce the firm’s culture, mission, and values.

Key Responsibilities Include:

Executive Support

• Manage calendars and scheduling for CEO and COO
• Monitor voicemail and handle general inquiries
• Coordinate internal and client-facing events
• Time entry, project tracking, and staff hours review

Sales, Marketing & Client Support

• Coordinate email campaigns and maintain contact databases
• Liaise with third-party marketing consultants
• Support sales forecasting and pipeline reporting
• Manage proposals and sales meeting follow-ups
• Track leads, prospects, and referrals in CRM
• Assist with client introductions and outreach templates

Database & Technology Support

• Maintain and clean up firm databases
• Perform data entry (leads, prospects, affiliates, referrals)
• Assist with SafeSend Exchange and Signature tools
• Help prepare and send engagement letters

Qualifications

• Experience supporting business development or in a professional organizer role
• Strong organizational, communication, and time management skills
• Ability to multitask, prioritize, and work independently
• Excellent written and verbal communication skills
• Strong analytical and problem-solving abilities