Description

We are in search of an Executive Assistant to support various partners at a growing CPA firm in Sherman Oaks, California. In this role, you will be tasked with managing and organizing various administrative duties in a financial services setting. This position requires prior experience working at a CPA firm.

Responsibilities:

• Manage and maintain executive schedules, including scheduling travel and conferences, making appointments, and making changes to appointments.

• Oversee the organization's customer credit applications and maintain accurate records.

• Handle communication and correspondence with customers and clients, ensuring all inquiries are addressed in a timely manner.

• Coordinate and facilitate conference calls as needed.

• Maintain a high level of professionalism and confidentiality in handling sensitive information.

• Participate in the planning and organization of company events.

• Monitor customer accounts and take appropriate action when necessary.

• Ensure all administrative tasks are conducted efficiently and effectively.

• Handle any additional tasks related to the role of Executive Assistant as required.

Requirements

• Experience with tax software is preferred

Excellent calendar management skills

• Strong communication skills

• Experience in managing conference calls

• Ability to handle correspondence efficiently and professionally

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .