Executive Assistant
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Executive Assistant to Co-Founders at Proseer (In-Person Position)
Are you hard-working and detail-oriented? Do you thrive in a fast-paced environment and enjoy supporting high-level executives? If you love systems, processes, and procedures, and are passionate about delivering exceptional customer service, we want to hear from you!
Proseer, a modern accounting firm offering fractional CFO, outsourced accounting, and proactive tax advisory services, is seeking a highly organized and proactive Executive Assistant to support our co-founders, Larry Bernstein (CEO) and Jeff Rudner (COO). This in-person role is crucial for maintaining efficient operations and enabling our leadership to focus on strategic initiatives.
Key Responsibilities:
- Calendar Management: Use judgement to expertly manage complex schedules for both co-founders, coordinating internal and external meetings, and resolving conflicts.
- Communication Management: Manage and screen phone calls and emails from clients, ensuring timely and professional responses.
- Client Onboarding & Renewals: Strategically coordinate the client onboarding and renewal processes, including preparing and organizing necessary documentation.
- Document Preparation: Draft and edit engagement letters, reports, presentations, and other business documents with attention to detail.
- Task Tracking: Utilize the firm’s project management software to judge and manage tasks and deadlines for the co-founders, ensuring timely completion of priorities.
- Travel Coordination: Arrange ad-hoc travel itineraries, including flights, accommodations, and ground transportation.
- Operations Support: Assist in day-to-day operations, including office management and procurement of supplies.
- Data Management: Maintain and manage database systems, and analyze reports to provide recommendations to co-founders.
- Recruitment Support: Aid in the hiring of future team members by coordinating interviews and managing candidate communications.
- Special Projects: Coordinate and assist with special projects and initiatives as directed by the co-founders.
Qualifications:
- Bachelor's degree preferred
- Live within commuting distance of Downtown Fort Lauderdale
- Exceptional organizational skills and ability to multitask effectively
- Strong written and verbal communication skills
- Proficiency in Microsoft Office Suite (including SharePoint), Zoom, and project management tools
- Discretion in handling confidential information
- Ability to work independently and proactively solve problems
- Customer service focus, ensuring a professional and responsive approach
- Comfortable handling strong personalities and maintaining professionalism at all times
Desired Attributes:
- Experience as an Executive Assistant, ideally in a professional services environment
- Adaptability to changing priorities and deadlines
- Strong interpersonal skills and ability to interact with clients and team members at all levels
- Attention to detail and commitment to producing high-quality work
- Proactive approach to anticipating needs and streamlining processes
- CAN and WILL DO attitude, ready to go above and beyond to support the team
Compensation and Benefits:
- Salary Target: $85,000
- Medical benefits, dental, and vision coverage
- 401(k) retirement savings plan with up to 4% employer match
- Two weeks Paid Time Off (PTO)
- Bonus opportunity
About Proseer:
Proseer is a modern accounting firm that empowers entrepreneurs and businesses with cutting-edge financial solutions. Specializing in innovative accounting, tax, and finance services, Proseer provides real-time, actionable insights and robust financial infrastructure to its clients. We focus on entrepreneur-led businesses with $2-50M of revenue and startups that are planning to raise or have just raised venture capital funding.
If you're ready to play a pivotal role in supporting our leadership and contributing to our company's success, we want to hear from you.