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Executive Assistant

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Moss Adams

22d ago

  • Job
    Full-time
    Junior Level
  • People, HR & Administration
    Accounting & Tax

AI generated summary

  • You must have a high school diploma, 1+ year experience in a professional setting, Microsoft Office proficiency, strong communication and organizational skills, attention to detail, and discretion.
  • You will manage calendars, travel, and expenses; assist with client deliverables and events; draft correspondence; support team onboarding; and collaborate on various administrative tasks.

Requirements

  • High School Diploma/GED required
  • Minimum of 1 year of related experience required; experience in a professional services environment preferred
  • Proficiency in Microsoft Office (Word, Excel, PowerPoint, and Outlook)
  • Proven commitment to providing exceptional client service
  • Strong verbal and written communication skills including the ability to articulate complex issues to leaders and internal/external clients
  • Strong organizational skills; able to effectively prioritize assignments and competing deadlines in a fast-paced environment
  • Ability to collaborate and work effectively across functions/departments/teams while building trusted relationships and positively influencing others
  • Strong attention to detail, commitment to producing accurate work in a timely manner
  • Able to understand problems, think critically, and identify creative solutions
  • Ability to handle sensitive situations and confidential information with discretion
  • May require some overtime hours
  • Ability to travel as needed, approximately 5%

Responsibilities

  • Manage calendars, office space reservations, and travel logistics for assigned executives
  • Manage time and expense entry for assigned executives
  • Assist with the production of client deliverables, including client reports
  • Assist with client engagement set up and support activities as needed, such as new client acceptance, completion of vendor/due diligence forms, client relationship management data entry, engagement code setup, electronic file coordination, and billing assistance
  • Draft, format, and proofread business correspondence (e.g., letters, memos, email) and presentations
  • Assist with internal/external event and meeting coordination, set-up, and execution, including schedule coordination, meeting materials, collaborating with Office Services on catering orders and on-the-day support
  • Leverage internal network and teams to effectively manage workflow
  • Serve as a liaison for internal and external clients, including screening phone calls, facilitating communications with the appropriate client service staff, and following up with clients
  • Participate with onboarding of new administrative team members with training and answering questions
  • Assist with Continued Professional Education (CPE) activities for assigned teams
  • Other duties and special projects as assigned

FAQs

What is the primary role of the Executive Assistant at Moss Adams?

The Executive Assistant is responsible for providing administrative support to a pooled group of Tax and Assurance Senior Managers, managing calendars, travel logistics, and assisting with client deliverables.

What qualifications are required for this position?

A High School Diploma/GED is required, along with a minimum of 1 year of related experience, preferably in a professional services environment. Proficiency in Microsoft Office is also necessary.

Is prior experience in a professional services environment preferred?

Yes, experience in a professional services environment is preferred for this role.

What skills are important for success in this role?

Important skills include strong verbal and written communication, organizational skills, attention to detail, critical thinking, and the ability to collaborate effectively across teams.

Will the Executive Assistant need to handle confidential information?

Yes, the Executive Assistant will need to handle sensitive situations and confidential information with discretion.

What is the expected travel requirement for this position?

The position may require some travel, approximately 5%.

Is overtime expected in this role?

Yes, some overtime hours may be required.

What is Moss Adams' stance on equal employment opportunity?

Moss Adams is an Equal Opportunity Employer and considers all qualified applicants for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity, or any other characteristic protected by law.

What is the compensation range for the Executive Assistant position?

The compensation range varies by location: California: $58,000-$82,000; Colorado: $54,000-$68,000; Washington: $54,000-$71,000.

Are there any bonuses associated with this position?

Yes, this position may be eligible for an annual discretionary bonus.

What resources are available for applicants with disabilities?

Moss Adams complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. Applicants can contact careers@mossadams.com if reasonable accommodation is needed.

Moss Adams

Accounting
Industry
1001-5000
Employees
1913
Founded Year

Mission & Purpose

Each day is an opportunity to imagine and plan for tomorrow. To think ahead, anticipate, and peer around corners. To see what’s unfolding in our world. At Moss Adams, we believe in the power of possible. In the face of accelerating change—where so much seems unplanned, unmanaged, and uncertain—we’re inspired by the extraordinary potential companies and individuals possess to discover and claim their future. We advise clients at all intervals of development—from start-up to rapid growth and expansion, to transition—collaborating on what’s important to them and their business. Delivering a full spectrum of accounting, consulting, and wealth management solutions, we’re immersed in the industries we serve and contextualize engagements with guidance and insight tailored to the nuances of each situation. We view the world through new ideas and help our clients elevate their business performance. Join us as we help clients create and manage the future, and rise. Upward. Our service lines include: ● Assurance ● Tax ● IT Consulting ● Strategy & Operations ● Transactions Consulting ● Individual Wealth Management ● Institutional Wealth Management