Executive Assistant

UNDERWOOD, DILLS & ASSOCIATES

At Underwood, Dills & Associates, we believe accounting is about more than

numbers—it’s about people. For years, we’ve helped individuals, families, and

businesses throughout Western North Carolina make informed financial decisions and

plan confidently for the future. As a locally owned firm based in Waynesville, we take

pride in building lasting relationships with our clients and serving as a trusted resource

for the communities we call home. We combine professional expertise with a personal

approach, taking the time to understand each client’s unique needs and goals.

We also believe great client experiences start with a great team. Our culture is built on

collaboration, accountability, and a genuine commitment to helping one another

succeed. We value people who take initiative, enjoy solving problems, and want to

make a meaningful impact on both our clients and the firm. If you're looking for a place

where your work is appreciated, your ideas are welcomed, and your contributions make

a difference every day, we'd love to meet you.

Position Summary

The Executive Assistant is a key part of our team and helps keep the firm running

smoothly day to day. This role provides administrative, operational, and client support to

firm leadership while helping ensure an exceptional experience for our clients.

The ideal candidate is organized, dependable, and enjoys working with people. They

are comfortable managing multiple priorities, communicating with clients, and keeping

projects moving forward. This person plays an important role in supporting our

leadership team, maintaining efficient workflows, and helping create a positive

experience for everyone who interacts with our firm.

Key Responsibilities

Executive & Administrative Support

 Manage calendars, schedule meetings, and coordinate appointments for firm

leadership

 Prepare meeting materials and help keep projects and priorities on track

 Assist with special projects and provide day-to-day support to the leadership

team

 Serve as a professional point of contact for clients, vendors, and team members

 Help maintain office organization, supplies, and administrative processes

Client Support

 Provide friendly, responsive service to clients by phone, email, and in person

 Assist clients with document uploads, electronic signatures, and portal access

 Guide clients through administrative processes and answer general questions

 Prepare client packets and coordinate document collection and follow-up

Workflow & Document Management

 Maintain workflow systems to ensure deadlines and client deliverables stay on

schedule

 Organize, upload, and manage client documents and records

 Monitor outstanding items and follow up with clients as needed

 Maintain accurate and organized filing systems, both digital and physical

Billing & Office Operations

 Process invoices and client payments

 Assist with accounts receivable, collections, and payment arrangements

 Handle incoming and outgoing mail and document distribution

 Support the daily administrative needs of the office

Process Improvement & Team Support

 Help identify ways to improve efficiency and client service

 Maintain confidentiality and professionalism in all interactions

 Support team members and contribute to a positive, collaborative work

environment

 Other duties as assigned

Qualifications

Required

 3 years of experience in an Executive Assistant, Administrative Assistant, Office

Manager, or similar role

 Exceptional organizational and time-management skills

 Strong written and verbal communication abilities

 Proficiency with Microsoft Office, Google Workspace, and cloud-based business

applications

 Ability to manage multiple priorities and deadlines simultaneously

 Strong attention to detail and commitment to accuracy

 Professional demeanor and ability to maintain confidentiality

Preferred

 Experience working in a professional services, accounting, tax, legal, or financial

services environment

 Experience with client relationship management (CRM), workflow management,

or document portal systems

 Knowledge of billing, invoicing, and accounts receivable processes

 Demonstrated ability to support multiple executives or business leaders

 Strong problem-solving skills and a proactive approach to administrative support

Success in This Role

 Leadership schedules and priorities are managed efficiently and proactively

 Clients receive timely, professional, and responsive service

 Administrative workflows remain organized, accurate, and on schedule

 Billing, collections, and documentation processes are completed accurately and

efficiently

 Firm leadership is empowered to focus on strategic priorities while day-to-day

operations run smoothly

Pay: $18.00 - $21.00 per hour

Benefits:

• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Work Location: In person

Salary : $18 - $21