Executive Administrative Assistant Needed Immediately
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Job Description
Position Mission: The Executive Assistant is responsible for making clientele feel welcomed and comfortable. Greeting clients cheerfully and with enthusiasm, making them "feel good" about Wegner from the moment they enter or phone the firm. The Executive Assistant is also responsible for supporting Firm Partners with a variety of executive administrative duties. Prioritize and manage multiple projects simultaneously and follow through on issues in a timely manner. Assist Partner with preparation of presentation materials. Create, review and summarize miscellaneous reports and documents; prepare background documents and outgoing mail as necessary. Arrange travel schedule and reservations for Partner as needed. Calendar management, requiring interaction with both internal and external executives and assistants to coordinate a variety of meetings. Actively practice 5-Star customer service to internal and external customers. Immediately greet all internal and external clients in a warm, friendly and professional manner as they enter the lobby. Offer beverages and our coat closet to guests. Answer phones, ideally in three rings or less, with attentiveness and a smile in your voice. Keep the reception area and conference rooms presentable and supplies stocked (business cards, pen, etc.) Complete tax return assembly process daily based on need (significant increased levels during tax season). Financial statement report assembly (significant increased levels during tax season). Set up new clients in Practice Management, Axcess Tax and XCM. One to three years administrative support experience at the executive level. ~ Must be proficient with Microsoft office Suite. ~ Knowledge of multi-phone line operations. ~ Wegner provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.
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