We are seeking a highly organized and proactiveExecutive Assistant to provide strategic support to our executive team and ensure seamless day-to-day operations. This role is ideal for someone with a strong background in executive assistance excellent communication skills in both English and Spanish and a solid foundation in business administration.
The ideal candidate will be detail-oriented discreet and capable of managing multiple priorities with professionalism and persistence. Beyond administrative tasks we value someone who fosters long-term client relationships and contributes to a positive service-driven culture.
Key Responsibilities
Executive Support & Communication
- Manage and prioritize email communications especially for VIP clients.
- Draft and send updates via Canopy or SharePoint.
- Coordinate with internal departments to ensure timely responses.
- Schedule meetings and escalate urgent matters to the Partner.
- Organize incoming documents and maintain task tracking in Canopy.
Meeting Coordination
- Schedule and prepare meetings with advance reminders.
- Gather and organize relevant materials from tax/accounting teams.
- For new clients: send organizer links collect information and assist with quote preparation.
- For existing clients: review tax accounting and billing status.
Follow-Up & Client Management
- Send meeting summaries and request pending documents.
- Ensure proper documentation and communication with internal teams.
- Follow up on service requests and client onboarding processes.
- Track pending client information and send reminders as needed.
Qualifications
Bachelors degree in Business Administration or related fields.
35 years of experience in administrative or executive assistant roles.
Fully bilingual in English and Spanish.
Skills
Strong commitment to client satisfaction and long-term relationship building.
Excellent organizational administrative and office management skills.
Effective communication discretion and attention to detail.
Ability to adapt quickly and work well under pressure.
Team player with solid Microsoft Office proficiency
Required Experience:
Senior IC
We are seeking a highly organized and proactiveExecutive Assistant to provide strategic support to our executive team and ensure seamless day-to-day operations. This role is ideal for someone with a strong background in executive assistance excellent communication skills in both English and Spanish ...
We are seeking a highly organized and proactiveExecutive Assistant to provide strategic support to our executive team and ensure seamless day-to-day operations. This role is ideal for someone with a strong background in executive assistance excellent communication skills in both English and Spanish and a solid foundation in business administration.
The ideal candidate will be detail-oriented discreet and capable of managing multiple priorities with professionalism and persistence. Beyond administrative tasks we value someone who fosters long-term client relationships and contributes to a positive service-driven culture.
Key Responsibilities
Executive Support & Communication
- Manage and prioritize email communications especially for VIP clients.
- Draft and send updates via Canopy or SharePoint.
- Coordinate with internal departments to ensure timely responses.
- Schedule meetings and escalate urgent matters to the Partner.
- Organize incoming documents and maintain task tracking in Canopy.
Meeting Coordination
- Schedule and prepare meetings with advance reminders.
- Gather and organize relevant materials from tax/accounting teams.
- For new clients: send organizer links collect information and assist with quote preparation.
- For existing clients: review tax accounting and billing status.
Follow-Up & Client Management
- Send meeting summaries and request pending documents.
- Ensure proper documentation and communication with internal teams.
- Follow up on service requests and client onboarding processes.
- Track pending client information and send reminders as needed.
Qualifications
Bachelors degree in Business Administration or related fields.
35 years of experience in administrative or executive assistant roles.
Fully bilingual in English and Spanish.
Skills
Strong commitment to client satisfaction and long-term relationship building.
Excellent organizational administrative and office management skills.
Effective communication discretion and attention to detail.
Ability to adapt quickly and work well under pressure.
Team player with solid Microsoft Office proficiency
Required Experience:
Senior IC
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