Executive Assistant
We are a growing accounting and advisory firm serving small businesses, professionals. We pride ourselves on proactive client service, modern systems, and clear communication. We are seeking a reliable, detail-oriented Executive Assistant. Key Responsibilities Executive & Administrative Support Manage the CPA’s calendar, appointments, and meeting scheduling Handle incoming calls, emails, and client inquiries professionally Prepare, format, and proofread emails, letters, and internal documents Maintain client records, engagement letters, and administrative files Coordinate follow-ups with clients for missing documents and payments Assist with onboarding new clients and organizing client workflows Office & Operations Support Support day-to-day office operations and task tracking Coordinate with staff, contractors, and external vendors Maintain CRM, task management systems, and document portals Assist with billing follow-ups and invoice tracking (non-accounting) Ensure confidentiality of client and firm information at all times
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