Executive & Personal Assistant to the CEO

Our client, a dynamic firm specializing in investment advisory, is seeking an Executive Administrative & Finance Assistant to provide high-level support to the CEO and CFO. This role serves as a strategic partner to executive leadership, managing complex calendars, coordinating high-level meetings, handling confidential communications, and assisting with core administrative and bookkeeping functions. Responsibilities Provide direct support to executive leadership by managing calendars, coordinating meetings, preparing documents, and handling internal and external communications. Carry out day-to-day administrative tasks, including correspondence, document filing (physical and digital), office logistics, and vendor coordination. Oversee the full invoicing process: creating, issuing, sending, and following up on client invoices. Record and maintain up-to-date financial transactions, including income, expenses, accounts payable, and receivable. Prepare and track IVU (Sales and Use Tax) filings, ensuring compliance with local tax regulations. Monitor office supply inventory, coordinate small purchases, and manage general service providers. Follow up on outstanding payments from clients and vendors. #J-18808-Ljbffr Careers Inc.