Administrative Assistant

Responsibilities

Prepare, format, and proofread presentations, proposals, engagement letters, client correspondence, procedural documentation, and workflow materials; Serve as a liaison between partners and internal/external contacts, handling confidential client and firm information with discretion and sound judgment; Support client onboarding and maintenance, including preparation of engagement letters, billing reports, and invoicing; Support business development efforts, including formatting proposals and assembling bios and client correspondence; Maintain knowledge of firm policies and procedures; respond to, refer, or direct incoming requests and inquiries as appropriate; Monitor tax return status, key deadlines, and outstanding documentation; communicate follow-up items to partners, staff, and clients; Manage calendars, scheduling, and meeting coordination across internal and client stakeholders; Perform general administrative tasks including filing, travel and expense reporting, and phone support

Requirements

Strong work history with a minimum of five (5) years of experience as an administrative assistant or in executive level support; A high level of personal integrity and professional ethics; Professional demeanor with the ability to communicate confidently and effectively with partners, clients, internal teams, and external advisors; Excellent written and verbal communication skills, including strong proofreading, editing, and formatting capabilities; Ability to thrive in a deadline-driven, high-volume environment with shifting priorities; Exceptional organizational skills and attention to detail; Ability to prioritize and manage multiple projects, work quickly and efficiently under pressure; Highly developed skills with Microsoft Office including Word, Excel, Outlook, PowerPoint, and Adobe Acrobat; Strong interpersonal skills; a team player; Forward-thinking self-starter with the ability to anticipate needs, take initiative, ask appropriate questions, and follow through independently; Flexible, proactive, and solutions-oriented, with a positive can-do attitude; Ability to work onsite in the West Los Angeles office four days per week

Nice to have

Background in Legal, Financial, or Accounting industries preferred