Hybrid Remote Executive Assistant | WFH

Job Overview

We are in search of a proactive and detail-focused Executive Assistant to become an integral member of our team, supporting the Director of Operations within a leading national financial services firm. This position is critical in overseeing daily operations of our tax practice, optimizing workflows, and pinpointing areas for process enhancement. This is a full-time hybrid remote role, available following the completion of an initial training period.

Key Responsibilities

• Supervise daily operations across multiple practice areas, including tax advisory, return preparation, bookkeeping, administration, and client services.
• Leverage existing systems and technology to refine workflows and enhance operational procedures.
• Oversee and monitor project timelines to ensure punctual completion of tasks.
• Facilitate effective client communications to improve the overall client experience.
• Organize meetings, schedules, and prepare documents to support streamlined operations.
• Offer operational assistance to enhance team productivity and effectiveness.
  
  

Required Skills

• A minimum of 3 years’ experience in a professional services setting, particularly in operational or project-based roles.
• Exceptional relationship-building talents and a client-centric approach.
• Demonstrated critical thinking, problem-solving, and decision-making skills.
• Capability to manage multiple competing priorities and meet deadlines with minimal oversight.
• Outstanding communication, time management, and organizational abilities.
• Proficient in Microsoft Excel; experience with Salesforce is advantageous.
• Keen attention to detail and a strong commitment to precision.
  
  

Qualifications

• A Bachelor’s degree in a relevant field is preferred.
  
  

Career Growth Opportunities

• The firm is committed to your professional development, offering tuition reimbursement and various opportunities to enhance your skills and advance your career trajectory.
  
  

Company Culture And Values

• Our organization prides itself on fostering a collaborative and enjoyable work environment. We encourage teamwork and actively promote a positive company culture, complemented by regular employee social events.
  
  

Compensation And Benefits

• Competitive salary of up to $65K, accompanied by a performance-based bonus.
• Flexible hybrid remote schedule available after training, Monday to Friday, 8-hour shifts.
• Comprehensive health and wellness benefits, including medical, dental, and vision insurance plans.
• Financial security through a 401(k) plan with employer matching.
• Generous paid time off policy, entitling you to 17 days of PTO annually.
• Commitment to work-life balance and employee well-being.
  
  

Employment Type: Full-Time