Executive Assistant

5 days ago

Lancaster, PA, United States RKL Full time
Executive Assistant

The Executive Assistant is a key contributor to the firm's success and a resource to Partners of the firm who may need additional administrative and client support. In providing executive support they are tasked to work independently on various client projects and ensure action items are followed up on.

Responsibilities
  • Assist in facilitating client contact for Partners as needed
  • Coordinate and schedule all supporting Partner meetings
  • Communicate changes in estimated payments and billing to all parties involved
  • Represent Partner by welcoming visitors, reviewing correspondence, responding to questions and meeting requests
  • Reconcile, code and organize credit card expenses
  • Draft and/or edit materials including presentations, schedules, reports, letters, scripts, and various correspondence
  • Provide general administrative office support as needed
  • Respond to telephone inquiries, take and relay messages, interface consistently with clients and staff
  • Prepare memos, correspondence, reports, meeting minutes, presentations and other materials
  • Coordinate executive outreach and external relations efforts, while overseeing special projects
  • Work independently on projects assigned by Partners, from conception to completion
  • Manage phone calls and email, including prompt responses to executive team's queries
  • Coordinate travel arrangements for Partners
  • Coordinate firm client events and sponsoring opportunities
  • Provide reception support when needed
  • Other duties as assigned
People Management/Relationships
  • Takes initiative to be a team player
  • Treats everyone with respect
  • Develops loyalty and trust with team
  • Successfully adapts to different personalities and working styles
  • Proactively and effectively communicates information regarding status issues to team members
  • Holds self-accountable for assigned work; seeks continuous feedback to learn and develop in role
Required Skills
  • Excellent organization skills and strong attention to detail
  • Multitasker with the ability to prioritize work accordingly
  • Excellent relationship management and customer service skills
  • Excellent verbal and written communication skills with strong client service focus
  • Excellent attention to detail with the ability to manage multiple projects
  • Ability to work autonomously under the pressure of tight deadlines and multiple priorities
Education, Experience and Certifications
  • Associate's degree or commensurate experience
  • 5+ years' experience in an administrative function supporting executive levels
  • Experience with event management, coordination of regular group meetings and daily calendar management
  • Ability to format information as requested in Word, Excel, PowerPoint and leverage internal systems
  • Tech-savvy with ability to resolve problems/find solutions by contacting subject matter experts
  • Prior financial or professional services industry knowledge preferred
  • Proficient in Microsoft Office suite (Excel, Outlook, Word)
Work Conditions
  • Must be able to remain in a stationary position as needed
  • The person in this position needs to occasionally move about inside the office to access file cabinets, office machinery etc.
  • Constantly operates a computer and other office productivity machinery
  • Ability to communicate in a professional manner and exchange information with internal and external clients as needed
  • Ability to lift/carry up to 20 pounds
  • Ability to work outside of normal business hours and weekends as needed
  • Ability to travel to other Firm office locations as needed, overnight travel may be required
  • This job description is subject to change at any time and employee will be given additional responsibilities as assigned

Salary Range: $20.00 - $30.00

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