Executive Assistant

1 month ago

Brentwood, United States LBMC Full time

Administrative/Executive Assistant

The Administrative Assistant supports the organization's mission, vision, and values by exhibiting the following behaviors: excellence and competence, collaboration, innovation, respect, personalization, accountability, commitment, and ownership.


Location

Brentwood, TN Monday – Friday


Qualifications

•Position requires a high school diploma or equivalent and a minimum of 3-year experience in an administrative role supporting multiple employees

•Excellent written and oral communication skills, be detail oriented, and service minded with the ability to deliver quality work under a deadline


Responsibilities

•Creating, editing, and processing engagement letters

•Creating, editing, and processing financial statements and reports

•Setting up projects and entering budget detail; updating time to ensure proper placement within project

•Administering the online and hard copy confirmations processes with staff

•Administering electronic signature processes

•Proxy time entry

•New clients and contacts set-up in CRM

•Preparing draft progress and final billings; assisting in collections

•Assist shareholders and managers with power point presentations

•Updating spreadsheets to ensure completed tasks are documented

•Maintaining stock of processing supplies within audit area

•Working with administration team to keep others aware of processing procedures

•Making travel arrangements as requested

•Assisting with purchasing and expense reports

•Assisting with event planning

•Offering administrative support to the departments as needed

•Adheres to LBMC’s defined processes and procedures including the firm's policy on privacy and client confidentiality

•Knows and follows the rules, regulations, and the Code of Professional Conduct of the AICPA, the Tennessee Society of CPAs, the Tennessee Board of Public Accountancy, and other regulating bodies as appropriate


HIGHLIGHT OF LBMC'S BENEFITS | PERKS

  • 100% employer-paid premium team member medical insurance option.
  • Competitive dental, vision, and dependent medical coverage.
  • Health Savings Account (HSA), including a monthly contribution made by LBMC for all employees enrolled in the medical plan.
  • Access to on-call physician through telehealth, a service offered to medical insurance participants allowing for a physician consultation via phone 24 hours a day, 7 days a week.
  • Company provided life insurance.
  • Company provided short-term and long-term disability.
  • Paid Parental Leave including maternity, paternity, and adoptive leaves.
  • Medical Flexible Spending Account.
  • 401(k) Plan with firm contributions.
  • Discounted fitness memberships through the YMCA and Fitness Your Way offered through BCBS of Tennessee.
  • Unlimited telehealth counseling sessions (EAP).
  • Access to first class learning and development opportunities beginning with the onboarding process.
  • Customized learning tracks developed with the guidance of our Talent Development department as well as leadership within your department.
  • A full Leadership Development curriculum with programs for all levels in the firm ensuring you are set up for success for current and future roles.
  • Dedicated Certified Professional Education (CPE)/Training opportunities that focuses on your professional growth.
  • Coaching and buddy programs designed to help you progress in your career and learn about LBMC.



LBMC OVERVIEW

LBMC is built on individuals with entrepreneurial spirits and believe in the power of a hybrid workforce. We are consistently named a Pacesetter for Growth in the U.S. as we continue to add team members to each of 4 LBMC offices in the Southeast and remote. LBMC also continues to receive accolades including being noted as a Fortune Great Place to Work, a Top 5 Firm in the Southeast, a Top Accounting Firm on Accounting Today’s Top 100 list, Best Firm in Technology, Best Workplace in Consulting & Professional Services, and more We are proud to provide individualized career paths regardless of team member location and work schedules.

LBMC offers competitive benefits including generous PTO schedules, dynamic technology solutions for remote work, robust Talent Development and continuing professional education programs, inclusive Business Resource Groups, enhanced parental leave, thoughtfully structured mentorship, and individual development programs, and more. We are committed to giving back to our local communities through LBMC initiatives such as Lending Hands and the LBMC Cares Foundation to support causes important to team members. While we may have a global footprint, we still believe in the power of southern hospitality and supporting the causes that matter to both our team members and clients and are committed to enhancing team member benefits as we identify gaps and changes in the marketplace.

LBMC values individuals with a growth mindset and entrepreneurial spirit, so if you have an innate curiosity for solving problems and creating solutions—LBMC is the place for you If you are interested in joining a firm that provides personalized career paths, the opportunity to work with sophisticated clients around the US and encourages a “work that works for you” mentality, please reach out.

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