Executive Assistant

Company Overview:

At Elevated Advisory & Accounting, we provide expert financial and advisory services with a commitment to integrity, innovation, and excellence. We are looking for a dynamic Executive Assistant to support our CEO in managing daily operational and administrative tasks, ensuring efficiency and smooth functioning of the business.

Position Summary:

As the Executive Assistant to the CEO, you will be a pivotal force in the management of both professional and personal tasks, aimed at optimizing the CEO’s workflow. Your role will cover a wide range of responsibilities from handling bookkeeping tasks to managing communications and coordinating with outsourced services. This position requires a high level of discretion, organizational skills, and proactive problem-solving.

Key Responsibilities:

• Assist in basic bookkeeping and financial administration, including spreadsheet management and data entry.
• Manage the CEO’s calendar, including scheduling meetings, appointments, and travel arrangements.
• Handle email and phone communications, ensuring all messages are responded to promptly and directed to the appropriate staff when necessary.
• Provide exceptional customer service, acting as a liaison between the CEO, clients, and staff.
• Run personal and professional errands to help streamline the CEO’s daily activities.
• Serve as the primary point of contact for external service providers and coordinate the execution of outsourced tasks.
• Prepare and organize documents, reports, and presentations as required.
• Implement and maintain systems for efficient information management and retrieval.
• Assist with ad hoc projects and tasks to support the CEO’s objectives and personal commitments.

Qualifications:

• Proven experience as an Executive Assistant, Administrative Assistant, or similar role.
• Excellent organizational and time management skills.
• Strong verbal and written communication skills.
• Proficiency in Microsoft Office Suite, especially Excel, and familiarity with accounting software.
• Ability to handle confidential information with discretion.
• High school diploma required; further education or certification in Business Administration or related fields preferred.

What We Offer:

• The opportunity to work closely with senior leadership in a supportive and vibrant environment.
• A role that is critical to the daily success of our leadership and the broader strategic goals of the company.
• Competitive salary and benefits package.
• Flexibility in work hours and some remote work options.