What are the responsibilities and job description for the Executive Assistant position at The Grapevine Agency?
Executive Assistant to Business Managers for High Net Worth Clients
Beverly Hills, CA
Hours: 9 AM to 6 PM
Compensation: Around $70,000 to $80,000 plus DOE
This is an hourly role with opportunities for overtime and semiannual bonuses.
Benefits, PTO
An exciting and well established business management firm in Beverly Hills is seeking an Executive Assistant to support two partners who work with a roster of interesting and high profile clients. The team is warm, welcoming, and known for treating people well. This is a great environment for someone who enjoys meaningful work and a positive, collaborative atmosphere. The role is not heavy on phones or calendar work but does require strong organization, follow through, and the ability to support light financial tasks.
Key Responsibilities
• Track and monitor budget versus actuals for clients and ensure outside reporting is received on time
• Prepare monthly reports using Excel
• Receive and sort incoming mail and route documents to the appropriate parties
• Assist the tax partners with managing client notices and preparing draft responses
• Coordinate partner and client signatures for notice responses and other documents
• Occasionally communicate with state agencies by phone
• Schedule biweekly and monthly agency calls and handle last minute meeting requests
• Send reminders and ensure the partners are prepared for client meetings
• Attend client calls on occasion and follow up on action items
• Send proactive reminders for deadlines, filings, and open business management tasks
• Assist with drafting lease agreements and client onboarding materials
• Review foreign credit card statements, summarize inspection notes, and support research needs
• Obtain tax identification numbers and handle other basic administrative support tasks
• Manage correspondence for both partners and resolve questions whenever possible before escalation
Qualifications
• Strong organizational skills with excellent attention to detail
• Proficiency in Microsoft Office, especially Excel and Outlook is a MUST
• Clear and professional written and verbal communication skills
• Ability to manage shifting priorities in a fast paced environment
• Strong problem solving skills and a proactive mindset
• Ability to work independently while staying aligned with team needs
• Discretion and comfort handling confidential information
• Knowledge of basic tax or accounting concepts is helpful but not required
• Three to four years of administrative support experience, ideally in a tax, accounting, or business management setting
• Prior experience supporting senior executives or leaders in a fast moving environment
Salary : $70,000 - $80,000