Executive Assistant to Co-Founders at Proseer (In-Person Position)
Are you hard-working and detail-oriented? Do you thrive in a fast-paced environment and enjoy supporting high-level executives? If you love systems, processes, and procedures, and are passionate about delivering exceptional customer service, we want to hear from you!
Proseer, a modern accounting firm offering fractional CFO, outsourced accounting, and proactive tax advisory services, is seeking a highly organized and proactive Executive Assistant to support our co-founders, Larry Bernstein (CEO) and Jeff Rudner (COO). This in-person role is crucial for maintaining efficient operations and enabling our leadership to focus on strategic initiatives.
Key Responsibilities:
Calendar Management: Use judgement to expertly manage complex schedules for both co-founders, coordinating internal and external meetings, and resolving conflicts.
Communication Management: Manage and screen phone calls and emails from clients, ensuring timely and professional responses.
Client Onboarding: Strategically coordinate client onboarding processes, including preparing and organizing necessary documentation.
Document Preparation: Draft and edit engagement letters, reports, presentations, and other business documents with attention to detail.
Task Tracking: Utilize the firm's project management software to judge and manage tasks and deadlines for the co-founders, ensuring timely completion of priorities.
Travel Coordination: Arrange ad-hoc travel itineraries, including flights, accommodations, and ground transportation.
Operations Support: Assist in day-to-day operations, including office management and procurement of supplies.
Data Management: Maintain and manage database systems, and analyze reports to provide recommendations to co-founders.
Recruitment Support: Aid in the hiring of future team members by coordinating interviews and managing candidate communications.
Special Projects: Coordinate and assist with special projects and initiatives as directed by the co-founders.
Qualifications:
Bachelor's degree preferred
Live within commuting distance of Downtown Fort Lauderdale
Exceptional organizational skills and ability to multitask effectively
Strong written and verbal communication skills
Proficiency in Microsoft Office Suite (including SharePoint), Zoom, and project management tools
Discretion in handling confidential information
Ability to work independently and proactively solve problems
Customer service focus, ensuring a professional and responsive approach
Comfortable handling strong personalities and maintaining professionalism at all times
Desired Attributes:
Experience as an Executive Assistant, ideally in a professional services environment
Adaptability to changing priorities and deadlines
Strong interpersonal skills and ability to interact with clients and team members at all levels
Attention to detail and commitment to producing high-quality work
Proactive approach to anticipating needs and streamlining processes
CAN and WILL DO attitude, ready to go above and beyond to support the team
Compensation and Benefits:
Salary Range: $65,000 - $75,000
Medical benefits, dental, and vision coverage
401(k) retirement savings plan with up to 4% employer match
Paid Time Off (PTO)
Bonus opportunity
About Proseer:
Proseer is a modern accounting firm that empowers entrepreneurs and businesses with cutting-edge financial solutions. Specializing in innovative accounting, tax, and finance services, Proseer provides real-time, actionable insights and robust financial infrastructure to its clients. We focus on entrepreneur-led businesses with $2-50M of revenue and startups that are planning to raise or have just raised venture capital funding.
If you're ready to play a pivotal role in supporting our leadership and contributing to our company's success, we want to hear from you.