Description

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AppleOne is proud to present:
This Executive Assistant Position Features:

  • Excellent Benefits
  • Bonuses
  • Opportunity For OT
  • Great Pay to $80K

Immediate need for an experienced Executive Assistant to support two executives at this Financial Services Firm. This position will be responsible for the following duties:

Job Title: Executive Assistant

Key Responsibilities:

-Track and monitor budget vs. actuals for clients, ensuring that account managers close their books in a timely fashion and outside reporting is obtained by outside parties.

-Prepare budget vs. actuals reports monthly for certain clients using Microsoft Excel.

-Receive and assess incoming mail, forward incoming mail (as needed) to responsible parties.

-Assist the tax partners with managing client notices, ensuring timely responses are provided.

-Help draft notice responses and coordinate partner/client signatures whenever needed. At times this requires phone communication with state agencies.

Manage biweekly and monthly agency calls & ensure last minute meeting requests are handled.

-Schedule, send reminders, and ensure partner has what they need for calls with clients.
On occasion, attend client calls and follow up on action items.

-Support with special projects such as: Draft lease agreements, Review Foreign Credit Card Statements, Summarize inspection agreements, draft onboarding materials for clients, research tax matters, obtain EIN’s/Tax IDs for clients, etc.

-Other duties as assigned

Requirements:
-3-4 years of administrative support experience, preferably in a tax or accounting firm
-Prior experience working with high level executives where priorities are always shifting.

This is an incredible organization to work for with a collaborative team. They also provide excellent benefits, opportunities for bonuses and other incentives. If this sounds like a potential match for your job searh, apply today!

Equal Opportunity Employer / Disabled / Protected Veterans

The Know Your Rights poster is available here:

https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here:

https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, the Company is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.

https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf

We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

#1009

Experienced (Non-Manager)

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