Executive Office Coordinator
1 week ago
Baker Tilly is a leading advisory, tax and assurance firm providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers. With a presence in multiple locations, our team delivers high-quality services to our clients.
The Baker Tilly Advisory Group, LP and Baker Tilly US, LLP are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms. This collaboration enables us to provide comprehensive solutions to our clients across various industries.
We strive to create a work environment that promotes diversity, equity, and inclusion. Our commitment to equal opportunity employment ensures that all qualified applicants receive consideration for employment without regard to their background or personal characteristics.
Job DescriptionResponsibilities:- Provide administrative support services to Principals and Engagement Teams as assigned, assisting with tasks such as research, administration of surveys, billing, shipping, management of office supplies, management of professional association/organization memberships and/or meetings, CPE forms and compliance, miscellaneous special projects.
- Maintain electronic calendars (MS Outlook), coordinate appointments, organize meetings, resolve conflicts, manage meeting logistics (scheduling, set-up, catering, etc.).
- Coordinate travel arrangements.
- Assist with weekly Time & Expense entry and act as a delegate for approvals as needed.
- Assist with the preparation, review, proofreading, and formatting of deliverables, engagement letters, presentations, proposals, marketing efforts, etc.
- Prepare and disseminate reports and assist with system data entry.
- Assist with event planning and execution.
- Assist with new client set ups
- Demonstrated ability to communicate clearly and concisely with team members.
- Able to work effectively and take direction in a team setting.
- Takes initiative to identify stakeholders directly impacted by the services provided.
- Consistently demonstrates the ability to exercise confidentiality appropriately.
- Demonstrated ability to utilize basic features of Microsoft Word and Outlook independently.
- Able to utilize basic features of Microsoft Excel, Microsoft PowerPoint, and other software platforms with moderate guidance and support.
- Takes initiative to seek opportunities to learn advanced software features and apply knowledge with minimal prompting.
- Demonstrated ability to produce a quality work product after moderate review.
- Able to productively receive and apply feedback to realize an enhanced product quality.
- Delivers services in a professional manner that reflects Baker Tilly Core Values and maintains confidentiality.
- Able to communicate challenges to meeting deadlines when prompted and takes direction to mitigate risks to agreed timelines.
- Takes the initiative to understand how services enable internal customers to realize success.
- Demonstrated ability to prioritize work, identify solutions, and access resources with moderate guidance, prompting, and coaching.
- Takes initiative to learn and apply best practices and standards of excellence through productive inquiry.
- Seeks to learn through productive inquiry, coaching and mentoring opportunities, and ongoing feedback dialogue with manager.
- Able to consistently demonstrate foundational Capability behaviors and identify opportunities to progress performance capabilities.
The compensation range for this role is $17.00 to $65.70, influenced by factors including but not limited to skills, experience, qualifications, and geographic location. A unique opportunity awaits those who meet the requirements below:
- Demonstrated ability to communicate effectively.
- Ability to work collaboratively within a team environment.
- Initiative to identify key stakeholders and adapt accordingly.
- Understanding of confidentiality principles.
- Basic proficiency in MS Office applications.
- Capacity for continuous learning and improvement.
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