Executive Assistant Job at Robert Half in Brookfield

We are offering a contract for a permanent position as a Part Time (30 hours/week) Executive Assistant in Brookfield, Wisconsin. In this role, you will be part of a dynamic team in the CPA Firm industry, playing a critical role in providing administrative support and ensuring smooth operation.

Responsibilities:

• Effectively manage executive calendars, including the arrangement of meetings, appointments, and travel plans.

• Efficiently handle incoming and outgoing communications, including emails, phone calls, and mail.

• Prepare, edit and manage correspondence, meeting notes, presentations, reports, and other vital documents.

• Maintain regular communication with clients to update records, coordinate meetings, and address queries.

• Develop a comprehensive understanding of all software used in the company to enhance efficiency.

• Assist in the planning, execution, and monitoring of various projects and initiatives within the firm.

• Work in coordination with different teams and departments to ensure projects are completed on time.

• Keep track of project progress, identify potential issues, and communicate updates to the executive team.

• Assist with financial reporting, dashboards, and KPIs, contributing to the firm's strategic decisions.

• Ensure strict confidentiality in all company dealings, adhering to company procedures regarding information handling.

• Proven experience as an Executive Assistant or similar administrative role
• Proficiency in CRM software for customer relationship management
• Excellent communication skills, both written and verbal
• Experience in managing and coordinating conference calls
• Advanced knowledge of Microsoft Excel for data analysis and reporting
• Experience in handling scheduling and calendaring tasks
• Familiarity with Softphones for making and receiving calls via the internet
• Strong reporting skills, able to compile and present data effectively
• Proficiency in creating, editing, and formatting Word Documents
• Exceptional organizational skills and attention to detail
• Ability to handle confidential information with discretion
• Strong problem-solving skills and ability to multitask
• High level of professionalism and personal integrity.