- Email and Voicemail Management: Monitor, respond to, and manage emails and voicemails to ensure timely communication with clients and staff.
- Client Relations: Serve as the first point of contact for clients, building strong relationships, answering non-technical questions, and directing other inquiries to the appropriate channels.
- Report Preparation: Generate and run management reports as needed by partners to support decision-making processes.
- Scheduling and Coordination: Handle scheduling of meetings and coordinate logistics to ensure efficient use of staff time.
- Document Management: Assist with the flow of information and documents, ensuring that all client interactions are logged and materials are properly managed.
- Client Liaison: Develop skills as a client liaison who is responsive and capable of streamlining processes to enhance client satisfaction.
- 2-5 years of related administrative and/or executive assistant experience.
- Ability to manage multiple tasks and prioritize effectively.
- Excellent verbal and written/email communication skills, being able to interact in a professional manner representing the firm.
- Capable of addressing and resolving queries promptly and directing issues to appropriate resources.
- A keen understanding of client service dynamics and a proactive approach to meeting client needs and enhancing their satisfaction.
- Proficiency in office management software, including email tools, MS Office, and various software applications.
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Client Executive Assistant - Englewood, United States - PeerSource
Description
PeerSource is currently recruiting for a Client Executive Assistant on a Direct Hire basis for our sister company CPA firm in Englewood, CO.
Summary
We are seeking a highly organized and proactive Client Executive Assistant to support the firms Partner. The primary role of this individual will be to manage Partner communications with clients, act as the first point of contact for clients, and assist in client relationship management. This role is crucial for streamlining administrative processes, allowing senior staff to focus on technical and specialized aspects of their work.
Responsibilities
Required Skills
Salary range: $50,000 - $65,000 DOE
No third parties. H1 sponsorship is not available.
PeerSource is a nationwide recruiting firm that prioritizes building strong relationships with the talented professionals we are fortunate to serve. We offer contract, contract-to-hire, and direct hire opportunities throughout the US and support W2 as well as independent consultants working on a Corp-to-Corp basis. W2 benefits with PeerSource include health, dental, vision, and life insurance as well as a matching retirement plan. Contact us for more details