Executive Assistant & Client Concierge

Wegner CPAs; Baraboo (WI); On-site; USD 52,000 - 72,000; Full time

Job summary

Wegner CPAs in Wisconsin is seeking an Executive Assistant to welcome clients, support Partners with executive tasks, manage calendars, travel, and prepare materials for meetings. You will be handling communications, organizing documents, and maintaining professional client relationships.

The role requires 3–5 years of executive admin experience, a 4-year degree preferred, and strong skills in MS Office, time management, and interpersonal communication.

Qualifications

• 4 year degree preferred.
• Three to five years of experience directly related to duties and responsibilities, 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.
• Proficiency with Microsoft Office Suite.
• Professional image and strong oral and written communication skills.
• Demonstrated outstanding time management and interpersonal skills.
• Knowledge of multi-phone line operations.

Responsibilities

• 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 reports and documents; prepare background documents and outgoing mail.
• Arrange travel schedule and reservations for Partner as needed.
• Calendar management and coordination of meetings with internal and external executives and assistants.
• Provide 5-Star customer service to clients and maintain positive client relationships.
• Answer phones promptly with a friendly, professional voice.
• Manage voicemail routing and after-hours messages.
• Keep reception and conference rooms presentable and stocked.

Skills

Customer service

Multitasking

Communication

Time management

Microsoft Office

Professional image

Interpersonal skills

Phone etiquette

Education

Bachelors degree preferred

Tools

Practice Management

Axcess Tax

XCM

Microsoft Office Suite

Job description

Wegner CPAs in Wisconsin is seeking an Executive Assistant to welcome clients, support Partners with executive tasks, manage calendars, travel, and prepare materials for meetings. You will be handling communications, organizing documents, and maintaining professional client relationships.

The role requires 3–5 years of executive admin experience, a 4-year degree preferred, and strong skills in MS Office, time management, and interpersonal communication.