Executive Assistant

Company Overview

McCormick Taylor, Inc. is a full-service professional services consulting firm providing creative design, planning, and environmental solutions to the challenges of everyday life. Since 1946, we’ve focused on our relationships with people—our employees, our clients, and the communities we serve. Our company culture matters because our people matter. We strive to create pathways for career advancement that suit the individual. We embrace the cultural shift toward a greater work-life balance.

Position Summary

Responsibilities: 

Executive & Personal Support: 

• Serve as the primary liaison between the Owner, internal teams, clients, and external partners with professionalism and discretion.
• Manage and organize complex and demanding calendars with precision
  • Actively respond to and prioritize meeting requests. 
  • Proactively resolve scheduling conflicts. 
  • Coordinate with other admins, members of leadership, employees, outside vendors, organizations, and/or consultants to schedule meetings/events.
  • Reconcile professional and personal/family calendars for discrepancies 
• Prepare meeting briefs, conduct research on individuals and organizations, and debrief after meetings to ensure clear action steps and follow-through.
• Initiate, manage, and audit all correspondence, communications, and reports for format, accuracy, and completeness that require Owner’s review, approval or signature.
• Sit in on meetings, take detailed notes, and provide concise summaries for review.
• Manage communication flow, including email and contact organization, ensuring important messages are tracked and followed up on.
• Handle confidential and sensitive information with the highest level of integrity.
• Track and assist with charitable contributions and scholarship board activities, ensuring deadlines and commitments are met.
• Drive the Owner’s plans and directives, manage the workflow and problem-solve from concept through to completion.

Operations, Projects, & Financial Support

• Update and maintain spreadsheets and project tracking systems for business and personal operations.
• Utilize Microsoft Excel extensively for data management, tracking expenses, and creating organized reports.
• Support QuickBooks and financial spreadsheeting tasks including expenses, reconciliations, and report preparation.
• Assist with document preparation, presentations, and proposals using Word and PowerPoint.
• Maintain organized filing systems, both digital and physical, to ensure quick access to critical information.
• Coordinate company and personal travel arrangements, itineraries, and related logistics.

Event, Communication, & Relationship Management

• Coordinate and plan events hosted by or attended by the Owner. 
  • Ensures that events meet budget, deadlines, organization and aesthetic specifications.
  • Events including but not limited to annual holiday party for all employees, luncheons, team building events, internal company functions, offsite meetings, golf outings and family celebrations.
  • Travel to company office locations or offsite events (as needed) to support logistics and execution.
• Develop and maintain professional relationships with clients, vendors, and community contacts.
• Manage invitations, RSVPs, and logistics for professional, social and charitable events.
• Prepare polished correspondence, presentations, and communication on behalf of the Owner.

Qualifications: 

• Bachelor’s degree required.
• 8 years of executive-level administrative experience, preferably supporting senior leadership or business owners.
• Proven stability – a history of loyalty and commitment is valued.
• Advanced proficiency in Microsoft Excel (pivot tables, formulas, data tracking) and proficiency in Word and PowerPoint.
  • Experience with QuickBooks or similar financial tools preferred.
  • Ability to quickly learn new software applications effectively 
• Excellent written and verbal communication skills.
• Strong attention to detail, organization, and follow-through.
• Ability to anticipate needs, stay several steps ahead, and take initiative without constant direction.
• Strong interpersonal skills – friendly, outgoing, and confident, with a service-oriented mindset. Projects professionalism in appearance, demeanor, and reliability at all times.
• Ambitious and eager to take on new challenges or expand responsibilities over time.
• Ability to balance work and personal priorities with discretion and adaptability.
• Must be willing to travel to office locations as needed.
• Keeps the Owner informed of concerns that warrant his attention and understand the difference
• Ability to meet numerous deadlines, work with frequent disruptions, and reprioritize assignments as necessary.
• Maintains strict confidentiality in all matters, whether inside or outside the organization.
• Ability to work in-person a minimum of 3 days a week (local to Philadelphia/South Jersey area), working during standard business hours and occasional overtime (as needed). 

We value your interest in our organization! At McCormick Taylor, our people are our greatest asset. If you join us, we hope for the opportunity to grow and succeed together. We offer an unparalleled, comprehensive benefits package—including no-deductible medical plans, free vision and dental plans, programs to enhance work-life balance, and flexible and hybrid work schedules.

McCormick Taylor is an Equal Opportunity Employer that strongly supports and celebrates the unique backgrounds of all of our employees and our applicants. Our commitment to inclusion spans age, race, gender identity, sexual orientation, nationality, religion, and physical and mental ability. Our focus is on building a culture that promotes, supports, and values the diverse backgrounds and voices of our employees so that everyone feels welcome and can succeed. We strive to build a diverse workforce that is representative of the communities we serve.