Executive Assistant

Simon Lever; Lititz (Lancaster County); Hybrid; USD 50,000 - 70,000; Full time

Benefits offered by this job

Dress for your day attire

Hybrid work location

401k plan

Competitive PTO

Paid parental and maternity leaves

Firm events

Noon close on Summer Fridays

Job summary

Simon Lever seeks an Executive Assistant to support our Client Service Team and Lead Advisors in Lititz, PA. You will manage calendars, schedule meetings and travel, and prepare accurate firm and client documents in a fast-paced, service-focused environment.

The ideal candidate has 3–5+ years of administrative support, excellent problem-solving and communication skills, and is comfortable with overtime during tax season. Hybrid work options and competitive benefits are provided.

Qualifications

• Proven problem-solving, critical thinking, and time management skills.
• Strong communication abilities and professionalism.
• Ability to adapt to changing priorities.
• Reliable and detail-oriented with administrative experience.

Responsibilities

• Manage calendars, schedule meetings/travel, and prepare firm/client documents.
• Support client communications and ensure high-quality service.
• Prepare timely billings and reporting.
• Prepare reports and assist with financial tasks.
• Collaborate with Executive Assistants and administrative team.
• Maintain strict confidentiality at all times.
• Help organize Client Service Team events and assist with client proposals.
• Suggest process improvements and help train new team members.
• Support reception and general office needs as needed.

Skills

Problem-solving

Time management

Communication

Adaptability

Detail-oriented

Administrative experience

Tax season overtime

Job description

Simon Lever offers unmatched accounting, auditing, tax and business consulting services. We’re seeking a detail-oriented and proactive Executive Assistant to support our Client Service Team and Lead Advisors. This role is ideal for someone who excels at problem-solving, critical thinking, and executing in a fast-paced, service-focused and collaborative environment. Come join a Best Places to Work in PA team!

Responsibilities include:

• Manage calendars, schedule meetings/travel, and prepare accurate firm/client documents
• Support client communications and ensure high-quality service
• Prepare timely bill and reporting
• Prepare reports and assist with financial tasks
• Collaborate closely with other Executive Assistants and administrative team members
• Maintain strict confidentiality at all times
• Help organize Client Service Team events and assist with client proposals
• Suggest process improvements and help train new team members
• Support reception and general office needs as needed

Top candidate will possess:

• Excellent problem-solving, critical thinking, and time management skills
• Strong communication abilities and professionalism
• Ability to adapt to changing priorities
• Reliable and detail-oriented
• Administrative experience and capable with office technology
• Ability to work very occasional overtime and during fast-paced environment during tax season
• 3-5+ years of strong administrative support experience
• Financial or Public Accounting industry a plus!

We provide a great environment, including

• Office or Hybrid work location potential
• Dress for your day attire
• Highly competitive benefits and 401k packages
• Competitive paid time off
• Paid Parental and Maternity Leaves
• Fun firm events
• Noon close on Summer Fridays

Come be a part of our awesome team!

Equal Employment Opportunity

Simon Lever provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Notice to Recruiters

Simon Lever, LLC does not accept unsolicited resumes from recruiters or agencies. External Servicers must get written approval from Simon Lever, LLC's HR department before submitting resumes and must have a valid contract in place. Simon Lever LLC will not pay any fees without an existing agreement.

Any unsolicited resumes will be considered the property of Simon Lever LLC and may be used without any obligation to the recruiter.