C-Suite Executive Assistant: Scheduling, Travel & Board Prep

HBK CPAs & Consultants

Warrendale (Allegheny County)

On-site

USD 55,000 - 75,000

Full time

4 days ago
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Benefits offered by this job

Competitive pay
401(k) match
Medical insurance
Dental insurance
Vision insurance
Paid time off
Holidays
Life insurance
Disability insurance
Tuition reimbursement
Annual performance reviews

Job summary

HBK CPAs & Consultants in Warrendale, PA seeks an organized professional to support executives and manage complex calendars, board agendas, and events, while handling confidential information with discretion.

You will assist with mergers & acquisitions projects, client communications, and routine accounting tasks, leveraging MS Office and CRM tools. Previous experience in professional services preferred; overtime during peak periods may be required.

Qualifications

  • Associate or Bachelor’s Degree preferred.
  • Experience in a professional service firm is strongly preferred.
  • Proficient in the Microsoft Office Suite (Excel, Word, Outlook, & PowerPoint).
  • Knowledge of STAR Practice Management & HubSpot helpful but not required.
  • Willingness to work overtime during seasonal periods.
  • Ability to prioritize and manage multiple requests.

Responsibilities

  • Be prompt, efficient, and complete when carrying out all assigned tasks.
  • Manage scheduling and complex calendar management for CEO and other C-Suite team members.
  • Assist with preparing board agendas, partner meetings and other events.
  • Manages expense reporting, travel arrangements, and logistics.
  • Work on specialized projects for mergers & acquisitions, company town hall meetings, culture building activities.
  • Maintain strict confidentiality of all clients and firm business.
  • Maintain good communication with CEO, other owners, and colleagues to ensure work is performed accurately and efficiently.
  • Assist Principals in their day-to-day operations.
  • Follow firm procedures and comply with firm policies as outlined in the Human Resource Manual.

Skills

Microsoft Office
Time management
Communication

Education

Associate or Bachelor's degree

Tools

STAR Practice Management
HubSpot
Excel
Outlook
PowerPoint

Job description

HBK CPAs & Consultants in Warrendale, PA seeks an organized professional to support executives and manage complex calendars, board agendas, and events, while handling confidential information with discretion.

You will assist with mergers & acquisitions projects, client communications, and routine accounting tasks, leveraging MS Office and CRM tools. Previous experience in professional services preferred; overtime during peak periods may be required.

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