Executive Assistant/Bookkeeper

1 month ago

timonium, United States Berman McAleer, LLC Full time

The Executive Assistant position is a new position at Berman McAleer. This individual will provide comprehensive support to the firms’ C-Suite in the areas of Communication, Meeting Coordination and Project Support. This role involves managing executive calendars, coordinating meetings, and handling day-to-day bookkeeping, including payroll and financial reconciliation. The ideal candidate is highly organized, professional, and experienced in administrative and financial tasks.


Responsibilities

  • Calendar Management: Efficiently manage the complex schedules of the C-suite executives, including scheduling meetings, appointments, and travel arrangements.
  • Meeting Coordination: Organize and coordinate meetings, both internal and external, including preparing agendas, taking minutes, and following up on action items.
  • Communication: Serve as the primary point of contact for the C-suite, managing incoming and outgoing communications, including emails, phone calls, and correspondence.
  • Document Preparation: Prepare and edit reports, presentations, and other documents as needed, ensuring accuracy and professionalism.
  • Compliance: Work with the Chief Compliance Officer to fulfill the requirements of the compliance manual.
  • Financial Transactions: record day-to-day transactions and complete the posting process using QuickBooks.
  • Manage accounts payable and accounts receivable.
  • Reconciliation: Reconcile business accounts monthly.
  • Payroll Administration: process payroll bimonthly using Gusto payroll service.
  • Financial Documents: Maintain an organized and secure filing system for all financial documents.
  • Confidentiality: Handle sensitive and confidential information with the highest level of discretion and integrity.
  • Project Support: Assist with special projects and initiatives as needed, providing research, analysis, and administrative support.


Qualifications

  • Minimum of 2 years of experience as an Executive Assistant, preferably supporting senior executives in a financial or professional services environment.
  • Proven experience as a Bookkeeper or in a similar role.
  • Bachelor's degree in Business Administration, Finance, or a related field preferred.


Skills and Attributes

  • Exceptional organizational and time-management skills.
  • Excellent written and verbal communication skills.
  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and QuickBooks.
  • Ability to work independently and as part of a team.
  • Strong attention to detail and problem-solving skills.
  • Ability to manage multiple tasks and prioritize effectively.
  • Solid understanding of bookkeeping and accounting principles.
  • Professionalism and a high level of discretion.
  • Proactive and self-motivated with a strong sense of responsibility.
  • Adaptable and able to thrive in a fast-paced environment.
  • Strong interpersonal skills and the ability to build relationships with stakeholders at all levels.



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