Administrative Assistant, Firm Operations CITRIN COOPERMAN ADVISORS LLC

Cosmotek College; Braintree, Northern (MA, KY); Hybrid; USD 45,000 - 60,000; Full time

Job summary

Citrin Cooperman is seeking an Administrative Assistant to join the Firm Operations team. This role provides essential administrative support across leadership calendars, travel coordination, materials preparation, and expense tracking, ensuring professional and discreet operations.

The ideal candidate will be highly organized, detail-oriented, and capable of supporting senior leaders in a dynamic, collaborative environment, with strong Microsoft Office skills and a team-first approach.

Qualifications

• Experience supporting Operations, Professional Services, or firm leadership.
• Strong ability to prepare high-quality presentation materials for senior leadership with attention to detail.
• Experience assisting with event planning or leadership meetings.
• Proficient in Microsoft Office and related tools.
• Team player with ability to multi-task and maintain discretion.

Responsibilities

• Provide comprehensive administrative support to the Firm Operations Team.
• Manage complex calendars across multiple time zones and resolve conflicts.
• Coordinate travel and expense processing for Operations leadership.
• Coordinate leadership meeting logistics, including agendas, materials, and follow-ups.
• Communicate with internal stakeholders to maintain timely responses.

Skills

Microsoft Office

Calendar management

Travel coordination

Event planning

Presentation preparation

Tools

PowerPoint

Job description

Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We’re continuously seeking talented individuals who bring a problem-solving mindset, fresh perspectives, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you!

We are seeking an Administrative Assistant to join our Firm Operations team within the Administrative Support department. They’re responsible for delivering administrative and organizational support to the Firm Operations team. This position is integral to the effective daily operations of the Operations leadership team, and includes travel coordination, overseeing calendar management, material preparation, expense monitoring, budget tracking, event planning, and administrative logistics, with a high standard of professionalism, efficiency, and discretion.

The ideal candidate demonstrates exceptional organizational skills, initiative, attention to detail, and the ability to support senior leaders within a dynamic and collaborative environment.

Responsibilities are, but not limited to:

Leadership Support

• Provide comprehensive administrative support to the Firm Operations Team.
• Manage complex calendars, including scheduling meetings across multiple time zones and resolving conflicts.
• Manage travel coordination and expense processing for Operations leadership.
• Coordinate logistics for leadership meetings, including agendas, materials, and follow-ups.
• Act as a liaison between Operations leadership and internal stakeholders, ensuring timely communication and responsiveness.

Event & Meeting Coordination

• Assist with planning and coordinating internal meetings, leadership offsites, training sessions, and firm events.
• Manage meeting logistics such as room reservations, virtual meeting links, catering, and attendee communications.
• Support event execution before, during, and after meetings to ensure a seamless experience.

Presentation & Document Preparation

• Prepare, edit, and format PowerPoint presentations for leadership meetings, town halls, and firm communications.
• Assist with drafting and formatting documents, reports, and correspondence.
• Ensure materials are accurate, professional, and aligned with firm standards.

Operational & Organizational Support

• Maintain organized electronic files and records for Operations leadership.
• Track action items and deadlines and follow up as needed to ensure completion
• Support special projects and initiatives as assigned.
• Handle sensitive and confidential information with discretion and professionalism.

Local Office Support

• Assists with local office coverage, supporting day-to-day operations and ensuring seamless client and employee service.

The ideal candidate must:

• Have experience supporting Operations, Professional Services, or firm leadership.
• Have experience preparing high-quality presentation materials for senior leadership, with a strong eye for detail, layout, and messaging.
• Have experience assisting with event planning or leadership meetings.
• Be tech-savvy with proficiency in Microsoft Office.
• Be a team player with the ability to multi-task and pay strong attention to detail.
• Possess strong organizational skills, including but not limited to verbal and written communication skills.
• Have the capacity to work overtime (as needed).