Position Summary
The Personal Assistant will provide high-level administrative, organizational, and operational support to the CEO. The ideal candidate is proactive, detail-oriented, highly organized, professional, and thrives in a fast-paced environment.
Key Responsibilities
- Manage calendars, appointments, meetings, and deadlines to maximize leadership effectiveness
- Coordinate travel arrangements (both work and personal) and itineraries
- Prepare correspondence, reports, presentations, meeting agendas, and documents
- Assist with client communications and scheduling
- Support onboarding processes for new clients
- Coordinate internal and external events, meetings, and Firm initiatives
- Serve as a liaison between President, department heads, and staff
- Coordinate leadership meetings, retreats, and planning sessions
- Assist with special projects, reporting, and workflow improvements
- Maintain organized filing systems (electronic and physical)
- Track projects, deadlines, and task follow-ups
- Run personal errands
- Assist with scheduling and managing personal administrative and private estate needs
- Handle confidential information with discretion and professionalism
Qualifications & Skills
- 3+ years of personal assistant, administrative, or executive assistant experience
- Experience supporting Partners and/or Executives in a professional services environment (CPA firm, law firm, consulting firm, or similar) preferred
- Strong organizational and time-management skills
- Excellent written and verbal communication abilities
- High level of discretion and professionalism
- Ability to anticipate needs and work proactively
- Tech-savvy: MS 365, Google Workspace, scheduling software, CRM systems
Key Competencies
- Strong attention to detail
- Proactive problem-solving
- Excellent interpersonal and communication skills
- Adaptability in fast-paced environments
- Professional judgment and confidentiality
Benefits & Perks
- Competitive compensation
- Health, dental, and vision insurance
- Paid time off and holidays
- Retirement plan with employer contribution
- Professional development opportunities
- Supportive, collaborative firm culture
