Executive Assistant to Lead Advisors | Hybrid, Fast-Paced

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 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.