Executive Assistant

About Us

We are a multifaceted CPA firm with 14 offices across the Pacific Northwest providing financial and tax planning to our business and personal clients by offering payroll, bookkeeping, auditing, and tax services. We have close relationships with financial advisors and family attorneys which enable us to provide a full array of services to our clients under one roof.

The Job

The Executive Assistant provides high-level administrative support to the CEO and Executive Team by handling a wide range of confidential and time-sensitive duties. This position requires a professional who is organized, detail-oriented, and able to work independently while maintaining a high level of discretion. The Executive Assistant serves as the primary point of contact for internal and external stakeholders on all matters pertaining to executive priorities, communication, and coordination. 

Position Responsibilities 

• Manage and maintain executive calendars, including scheduling meetings and appointments 
• Coordinate travel logistics including itineraries and accommodations 
• Prepare, edit, and format correspondence, communications, presentations, and other materials 
• Serve as a liaison between executives, staff, clients, and external partners 
• Coordinate and organize meetings, including agenda preparation, logistics, and follow-up on action items 
• Track and manage key deadlines, tasks, and project deliverables 
• Handle confidential and sensitive information with a high degree of integrity and discretion 
• Support the executive team with special projects and assignments  
• Perform general office support as needed 

Skills and Competencies 

• High level of initiative and proactive approach to problem solving 
• Excellent organization and communication skills 
• Ability to multitask and manage competing priorities 
• Professional demeanor and ability to interact with executives and clients effectively 
• Proficient in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint, Teams) 
• Ability to handle confidential information with discretion and integrity 

Work Environment 

While performing the duties of this job, the employee works in an office environment with typical office equipment.  

Education and Experience 

• 5 years administrative experience.  
• Associates or Bachelors degree preferred. 
• Prior executive assistance experience a plus. 

Schedule 

Monday – Friday, 8:00 AM – 5:00 PM. Overtime may be required during peak times.

Although we take our work very seriously, we don't take ourselves too seriously. This is more than just a place to get through the work day. We enjoy our work and our time together If this sounds like what you're looking for, we encourage you to apply. Pay determined based on experience and education. 

Benefits

• 401(k) match
• 100% Company-Paid Health, Dental, Vision Insurance
• Company-Paid Life Insurance
• Flexible Spending