Executive Assistant To Director

ROLE OVERVIEW

As an Executive Assistant, you will be a vital part of our operations team, ensuring seamless administrative support to our U.S. Operations and administrative team through document formatting and updating, updating and maintaining client and workflow databases and other tasks as needed on a day to day basis.

Your proactive approach and ability to juggle multiple priorities will contribute to the efficient functioning of our operations. This role involves working in an office environment, requiring the individual to spend extended periods sitting at a desk using a computer and conducting administrative tasks

PRIMARY RESPONSIBILITIES

The functions listed below are characteristics of the type of work associated with this job title. They are not all-inclusive.

• Assist Director of CPA Operations and Administration and Operations team in finding solutions to administrative needs.
• Maintains a professional atmosphere in the office.
• Maintains centralized email inbox requests in a timely manner.
• Onboards clients into various Aldrich applications and systems.
• Prepares client engagement letters.
• Assists with electronic tax return filing including transmitting, logging, and tracking.
• Updates appointment calendars.
• Assists with firm mailings (quarterly newsletters, annual mailings, and others as necessary).
• Provides other administrative support as needed.

KNOWLEDGE AND SKILLS

• Proficient technical skills and knowledge of common organization specific computer applications such as Microsoft 365, ShareFile, Teams, etc. along with excellent proofreading and formatting skills.
• Strong attention to detail and thoroughness in work products. Ability to provide excellent service with integrity.
• Highly self-motivated, proactive, and directed. Excellent judgement, critical thinking, and problem-solving skills.
• Proficient in written English, especially professional writing.

EDUCATION AND EXPERIENCE

• Bachelors degree from accredited college. Or M.com
• 1-2 year related experience in a professional services environment; or equivalent combination of education and experience.
• Excellent command of the English language.
• Knowledge of Microsoft Office Suite.

PERSONAL ATTRIBUTES

• Strives to continuously build knowledge and skills.
• Responds promptly to customer and vendor needs; responds to requests for service and assistance.
• Looks for ways to improve and promote quality; demonstrates accuracy and thoroughness.
• Treats people with respect; inspires the trust of others; works with integrity and ethically; upholds organizational values.
• Prioritizes and plans work activities; uses time efficiently.
• Approaches others in a tactful manner; reacts well under pressure; maintains confidentiality.
• Adapts to changes in the work environment; manages competing demands; changes approach or method to best fit the situation; able to deal with frequent change, delays, or unexpected events.
• Follows instructions, responds to management direction; takes responsibility for own actions; commits to long hours of work when necessary to reach goals; keeps commitments; completes tasks on time or notifies appropriate person with an alternate plan.

Why You Should Apply?

• Competitive salary
• Benefits including company-provided health insurance, gratuity vesting.
• Annual performance-based reviews.
• Colleagues and culture that inspire you to do your best.

Be a part of Aldrich, where your dedication and skills will be valued and nurtured. Apply today to start a journey that makes a difference!