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Executive Assistant
$83k-106k (estimate)
Full Time | Investment Management 2 Weeks Ago
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Winter Accountancy Company is Hiring an Executive Assistant Near Orange, CA

We are a family run accounting firm that has been committed to helping businesses, professionals, individuals and families navigate the challenges of the tax and regulatory environments successfully since 1979.

We are in need of a professional candidate to hire as an executive assistant directly reporting to the owners. This is a full-time position.

Responsibilities:

  • Answering a high volume of emails, face-to-face meetings and able to provide excellent customer service
  • Screening emails and phone calls for the owner
  • Appointment scheduling and calendar maintenance for the owners
  • Making phone calls to various government agencies as needed
  • Organize filing systems, photocopy/scan documents, prepare correspondence and/or documents and sending UPS/USPS/FedEx packages
  • Process confidential information and documents
  • Assembling of tax returns
  • Bookkeeping as needed using excel and QuickBooks
  • Coordinate work of other clerical and administrative staff
  • Additional duties to be assigned based on ability and experience

Experience:

  • Minimum 3 years of experience in the field - CPA firm experience required
  • Minimum of High School Diploma or GED
  • Proficient in MS Office applications (Word, Outlook, Excel)
  • Knowledge with QuickBooks is a plus
  • Experience proofreading and editing client documents

Skills:

  • Strong communication and written skills – multi lingual a plus
  • Able to take direction and perform the assigned tasks
  • Successful candidate will be articulate with a professional friendly presence
  • Individual must have front office professionalism in both appearance and demeanor
  • This position will be exposed to highly confidential documents and information in the ordinary course of employment. Candidate will be able to exercise discretion and have experience handling confidential information
  • Must be detailed oriented, organized and possess strong time management skills

Job Type: Full-time

Pay: $45,000.00 - $60,000.00 per year

Benefits:

  • Flexible schedule
  • Paid time off

Schedule:

  • 8 hour shift

Work Location: In person

Job Summary

JOB TYPE

Full Time

INDUSTRY

Investment Management

SALARY

$83k-106k (estimate)

POST DATE

04/25/2024

EXPIRATION DATE

04/28/2024

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The job skills required for Executive Assistant include Time Management, Customer Service, Accounting, Bookkeeping, etc. Having related job skills and expertise will give you an advantage when applying to be an Executive Assistant. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Executive Assistant. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Executive Assistant positions, which can be used as a reference in future career path planning. As an Executive Assistant, it can be promoted into senior positions as an Executive Assistant IV that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Executive Assistant. You can explore the career advancement for an Executive Assistant below and select your interested title to get hiring information.

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