Senior Administrative Partner: Executive Scheduling & Travel

Baker Tilly Advisory Group, LP; San Jose (CA); Sur place; USD 83 813 000 - 140 405 000; Plein temps

Résumé du poste

Baker Tilly Advisory Group, LP in San Jose, CA seeks a Senior Administrative Business Partner to provide advanced administrative support, manage complex calendars, travel, and confidential communications for principals and firm leaders within a defined geography.

The role focuses on on-site leadership support, office operations, and cross-functional collaboration to enable market growth and effective leadership. Strong organizational and communication skills are essential.

Qualifications

• High school diploma or GED required, high school diploma preferred.
• 0-1 year(s) of relevant experience required, 5 to 8 years preferred.
• Advanced organizational and priority management skills including triaging requests and protecting executive time.
• Strong written and verbal communication skills including the ability to draft correspondence, materials, and talking points.
• High level of discretion and confidentiality in handling executive, client, and firm-sensitive information.
• Advanced proficiency in Microsoft Office Suite (especially Outlook & PowerPoint) and collaboration platforms such as Teams, SharePoint, and virtual meeting tools.
• Executive presence and interpersonal maturity to interact with senior leaders and external stakeholders.
• Ability to anticipate needs and solve problems with minimal direction in a fast-paced environment.
• Demonstrated ability to manage complex logistics, including domestic/international travel and multi-stakeholder scheduling.
• Project coordination capability, including task tracking, stakeholder follow-ups, and managing supporting documents.
• Ability to operate effectively in a matrixed and evolving organization, balancing firm standards with leader-specific needs.
• Strong judgment and situational awareness to determine when to escalation issues, reroute requests, or realign priorities.
• Able to work overtime as requested during peak seasons.

Responsabilités

• Dual role supporting both office operations and administrative leadership support.
• Leader Scheduling & Prioritization: Manage complex calendars; triage incoming requests; align scheduling with leader priorities.
• Leader Travel & Expense Management: Coordinate complex itineraries (multi-leg, international as applicable), handle changes, and manage expense submissions; highly prominent in geo support.
• Leadership Communications & Materials Support: Draft correspondence, talking points, and presentation materials; manage sensitive and confidential information; support leader messaging.
• Assist with the production of client deliverables, including client reports.
• Assist with client engagement set up and support activities as needed, such as new client acceptance, completion of vendor/due diligence forms, client relationship management data entry, engagement code setup, electronic file coordination, and billing assistance.
• Stakeholder Coordination & Meeting Support: For geo support: managing onsite and virtual leadership meetings, boardroom logistics, AV, catering, visitors, and event needs. For queue support: schedule onsite and virtual meetings and coordinate materials across stakeholders.
• Light Project / Initiative Coordination: Track tasks, gather status updates, maintain project documentation, and coordinate workflows with cross-functional stakeholders.
• Perform other duties as required and assigned.

Connaissances

Advanced organizational skills

Strong written/verbal communication

Discretion and confidentiality

Executive calendar management

Travel coordination

Formation

High school diploma or GED

Outils

Microsoft Office Suite

Outlook

SharePoint

Teams

PowerPoint

Description du poste

Baker Tilly Advisory Group, LP in San Jose, CA seeks a Senior Administrative Business Partner to provide advanced administrative support, manage complex calendars, travel, and confidential communications for principals and firm leaders within a defined geography.

The role focuses on on-site leadership support, office operations, and cross-functional collaboration to enable market growth and effective leadership. Strong organizational and communication skills are essential.