Administrative Assistant

Our mission is to provide modernized technology platforms, elevated technology support, and valuable insights, empowering our clients to excel in what they do best.

Executive Concierge (Office Managing Partner Support)

We are seeking a highly organized and proactive Executive Concierge to provide dedicated support to an Office Managing Partner (OMP). This role is central to ensuring seamless day-to-day operations, requiring strong attention to detail, sound judgment, and the ability to manage multiple priorities in a fast-paced environment.

Key Responsibilities

• Provide high-level, on-site administrative support to the OMP
• Manage a complex calendar in Microsoft Outlook, ensuring accuracy and resolving scheduling conflicts proactively
• Oversee email communications, draft responses, and ensure timely follow-up
• Coordinate meetings, conference calls, and video conferencing (WebEx, Teams, etc.)
• Support travel planning, maintain travel profiles, and manage itineraries
• Prepare, review, and submit expense reports in accordance with guidelines
• Maintain daily time tracking and assist with reporting needs
• Assist with CPE/CPA-related tasks and other professional requirements
• Coordinate office and conference room reservations, including catering arrangements
• Plan and support meetings, events, and client engagements
• Arrange client and staff gifts as needed
• Edit, format, and distribute communications, including monthly newsletters
• Conduct research and compile information to support business initiatives
• Update professional profiles and assist with marketing-related activities
• Facilitate document preparation, formatting, and electronic signatures
• Provide light technical support for Microsoft Office and meeting technology

• Maintain organized, functional, and presentable shared spaces and meeting areas
• Conduct routine floor checks to ensure office standards are upheld
• Monitor and restock office supplies as needed
• Assist with meeting room setups, including basic A/V support and troubleshooting
• Coordinate with vendors and oversee on-site services
• Support hands-on tasks such as moving materials or setting up spaces when needed
• Ensure storage areas remain clean, organized, and compliant with safety standards

• Previous experience in executive or administrative support roles
• Strong proficiency in Microsoft Office Suite and collaboration tools
• Exceptional organizational and multitasking skills
• Clear and professional communication skills
• Ability to work independently and handle shifting priorities with ease
• Detail-oriented with a proactive, solutions-focused mindset