Heavy meeting driven client facing interactions to include preparing for meetings such as catering for conference rooms and putting together informational packets
Coordinate events and socials as well as travel
Travel arrangements
Processing expenses, and invoices
Manage electronic paper filings of tax returns
Calendar management for executives
Responding to emails and document requests on behalf of executives
Draft slides, meeting notes and documents for executives
Qualifications
Financial / Tax industry experience is highly desired
Willingness to work onsite with some work from home flexibility
Proficient in Microsoft Office suite (Outlook, Excel), Salesforce
Experience in managing multiple priorities, administrative coordination, and logistics
Well-organized, detail-oriented, ability to multi-task with great follow-up skills