Executive Assistant

Responsibilities Support onboarding activities by creating engagement binders and organizing client documents Assist with the onboarding processes, such as managing Wrike templates, handling NCS, and preparing the engagement letter Manage incoming client emails by scanning documents and identifying urgent items that require immediate attention Coordinate calendars for meetings, calls, and Zoom sessions with clients Generate forms and handle requests, including faxing, DocuSign, and certified mailings Update client information in the Aderant and CCH systems Organize training sessions and communicate with staff regarding training dates and requirements Coordinate tax events, track billable hours, and assist with fee allocations Retrieve and add bank and brokerage statements to client engagements Oversee management of client email accounts, ensuring timely organization and inclusion of documents in engagements Track client compliance reporting Qualifications 1-2+ years of experience as an Executive Assistant or Administrative Assistant in a fast‑paced professional services work environment (Accounting, Financial Services or Law firm experience highly desirable) Bachelor’s degree preferred Exceptional writing, editing, and proofreading skills Strong organization, time management, and computer skills, including proficiency in the Microsoft Office Suite (Outlook, Excel, PowerPoint, Word) Hard Skills Microsoft Office Suite Wrike DocuSign Aderant CCH faxing document scanning compliance reporting fee allocation billable hours tracking Soft Skills writing editing proofreading organization time management communication #J-18808-Ljbffr