Executive Assistant Senior- Tax
RSM
Executive Assistant SeniorWe are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.The executive assistant senior will provide skilled and efficient support to select RSM leaders and may serve as a navigator to other RSM owners. The executive assistant senior, under minimal supervision, will be responsible for all day-to-day activities, including strategic calendar and schedule management, execution of travel arrangements/expense reimbursement and coordination of logistics for internal and external meetings. May be responsible for proofreading communications, compiling reports and other special projects, as needed. In addition, the executive assistant senior may fulfill administrative requests through the ESS request site. This position requires a high level of professionalism, confidentiality, and a sense of urgency.Essential DutiesServe as the point person to maintain all calendar appointments and ensure that meetings are scheduled in advance and prioritized accordingly.Coordinate all travel arrangements (flights, cars, hotels and meals, etc.).Submit expense reports in a timely manner.Be responsible for meeting management administration, including handling all meeting invitations and logistics, tracking attendees, taking notes and following up with action items.Maintain daily, weekly, and monthly to-do lists, with follow-ups accordingly.Routinely handle confidential correspondence.Take ownership of projects and/or events as assigned including conducting research, organizing details and following through with execution.Prepare and proofread information, including correspondence, PowerPoint slides, handouts and spreadsheets, ensuring a professional and consistent appearance.Independently compile data from a variety of resources and prepare appropriate reports and/or documentation.Review invoices and/or charges on firm-issued purchasing card for accuracy and reconcile in a timely manner, as needed.Serve as the "go-to" resource to deliver a consistent and positive experience.Act as a liaison between ESS and other firm client service departments and/or others outside of the firm as appropriate.Share knowledge of firm systems, tools and industry knowledge when appropriate.Collaborate with other executive assistants, including identifying and establishing best practices. Provide training to others when appropriate.Perform other duties as assigned.EducationAssociate degree or 2+ years of experience in related fieldTechnical/Soft Skills (Required)Intermediate to advanced Microsoft Office skills, ability to learn programs/software utilized by the firm and train others as neededDemonstrates a working knowledge of tools, resources and technology required with assigned responsibilitiesAbility to communicate, effectively with a diverse audienceEffective organization, prioritization and time management skills, and strong attention to detail · Excellent people skillsStrong grammar and proofreading skills and experienceAbility to prepare presentations, including charts, graphics and tables, speaker notes and handouts, etc. · Ability to balance multiple tasks and projectsSpecial Requirements Specific to JobMust be punctual and able to adapt to changing schedulesAbility to convey instructions clearly and concisely and be responsive when requiredMaintains professionalism in demeanor, conversation and attireExperience3+ years of relevant experience in a related field or areaLeadership Skills (Required)Ability to facilitate discussions with leadersAbility to manage at a macro level and identify when a refined approach is necessaryHas the ability to respond positively to changing circumstances, seeks and implements change to drive business improvement and serves as a model of the changeWorks collaboratively with the executive assistant supervisor/manager to provide support across the enterprise particularly during peak timesPreferred RequirementsExperience with project management tool(s) (preferred)There is an expectation that your first ninety days of employment will be in-office five (5) days per week. After those 90-days, you will have the ability to work a hybrid schedule, minimally with three (3) days in-office, to be confirmed with your Performance Advisor in writing.
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