Executive Assistant

Wegner CPAs; Baraboo (WI); Hybrid; USD 42,000 - 65,000; Full time

Job summary

Wegner CPAs in Baraboo, WI is seeking an Executive Assistant to support Firm Partners with a range of administrative duties and to make clients feel welcomed from the moment they enter or call the firm.

The role requires strong communication, multitasking, and professional presentation, with experience supporting executives and managing complex calendars. This on-site position emphasizes outstanding client service and office operations.

Qualifications

• 4 year degree preferred and relevant experience.
• Three to five years of experience in executive support roles.
• One to three years of administrative support at the executive level.
• Strong multitasking ability and professional presentation.

Responsibilities

• Greet clients warmly and professionally to set a positive first impression.
• Handle incoming/outgoing communications on behalf of Partners.
• Prioritize and manage multiple projects with timely follow-through.
• Prepare presentation materials and summarize reports.
• Coordinate travel for the Partner and calendar management.
• Maintain reception area and assist with tax return assembly during busy periods.

Skills

Communication skills

Time management

Interpersonal skills

Multitasking

Professional image

Oral and written communication

Phone etiquette

Customer service

Education

Bachelor's degree

Tools

Microsoft Office Suite

Job description

Executive Assistant

Financial Careers at Wegner CPAs

Position Mission: The Executive Assistant is responsible for making clientele feel welcomed and comfortable. Greeting clients cheerfully and with enthusiasm, making them "feel good" about Wegner from the moment they enter or phone the firm. The Executive Assistant is also responsible for supporting Firm Partners with a variety of executive administrative duties.

How will you achieve this mission?

• Communicate and handle incoming and outgoing electronic communications on behalf of the Partner.
• Prioritize and manage multiple projects simultaneously and follow through on issues in a timely manner.
• Maintain sponsorship spreadsheet.
• Assist Partner with preparation of presentation materials.
• Create, review and summarize miscellaneous reports and documents; prepare background documents and outgoing mail as necessary.
• Arrange travel schedule and reservations for Partner as needed.
• Calendar management, requiring interaction with both internal and external executives and assistants to coordinate a variety of meetings.
• Actively practice 5-Star customer service to internal and external customers. Immediately greet all internal and external clients in a warm, friendly and professional manner as they enter the lobby. Offer beverages and our coat closet to guests. Maintain positive client relationships.
• Answer phones, ideally in three rings or less, with attentiveness and a smile in your voice.
• Retrieve and route all voicemail accumulated after hours.
• Keep the reception area and conference rooms presentable and supplies stocked (business cards, pen, etc.) when not assisting clients.
• Complete tax return assembly process daily based on need (significant increased levels during tax season). Financial statement report assembly (significant increased levels during tax season).
• Set up new clients in Practice Management, Axcess Tax and XCM.
• Log-in clients and create scan cover sheet as workpapers are received.

What do you need to achieve this mission?

• 4 year degree preferred
• Three to five years of experience directly related to the duties and responsibilities specified, preferably in a professional services firm.
• One to three years administrative support experience at the executive level.
• Ability to multi-task and remain calm in high task situations.
• Must be proficient with Microsoft office Suite.
• Must present a professional image.
• Demonstration of effective oral and written communication skills.
• Proven record of excellent interpersonal skills.
• Knowledge of multi-phone line operations.
• Demonstrated outstanding time management skills.

Wegner provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.

Please be aware that as part of our hiring process, Wegner CPAs participates in E-Verify. Your employment eligibility will be confirmed through the E-Verify program upon hire.

Baraboo, WI

Full Time

Voted Top Workplace

Stay in the Loop

Join our email list to stay updated about openings and other career insights at Wegner CPAs.