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RSM US LLP · 18 hours ago

Executive Assistant Sr. Associate- Financial Consulting

Boston, MA

Full-time

Hybrid

Mid, Senior Level

$61K/yr - $102K/yr

4+ years exp

RSM US LLP is the leading provider of professional services to the middle market globally, empowering clients and employees to realize their potential. The Executive Assistant Sr. Associate will provide high-level support to RSM leaders, managing calendars, travel arrangements, and project coordination while also mentoring junior team members.

AccountingConsultingFinancial Services

Growth Opportunities

No H1B

Responsibilities

Provide highly skilled and efficient support to one or more RSM leaders and/or their teams

Execute all day-to-day activities, including strategic calendar and schedule management, execution of travel arrangements/expense reimbursement and coordination of logistics for internal and external meetings

Assist with proofreading communications, compiling reports and other special projects as needed

Work closely with key stakeholders to build strong relationships across the enterprise and ensure that assigned projects are prioritized, scheduled, and executed appropriately

Demonstrate advanced experience by working closely with a manager or manager lead, and other ESS and firm leadership on identifying process improvement opportunities and efficiencies for leadership support

Provide quality and consistent support throughout the firm in accordance with RSM policies

In collaboration with the executive assistant manager, responsible for training, development, and mentorship of other leadership support team members

Serve as the point person to maintain all calendar appointments and ensure meetings are scheduled in advance and prioritized accordingly

Coordinate all travel arrangements (flights, cars, hotels and meals, etc.)

Submit expense reports in a timely manner

Be responsible for meeting management administration, including handling all meeting invitations and logistics, tracking attendees, creating agendas/developing content, taking notes and following up with action items

Maintain daily, weekly and monthly to-do lists, with follow-ups accordingly

Begin to anticipate needs and independently apply a systematic approach toward achieving desired outcomes

Routinely handle confidential correspondence

Delegate or take ownership of projects and/or events as assigned, including conducting research, establishing timelines, organizing details, and following through with execution

Create and maintain documentation to identify, plan and follow up on active assignments for leaders and other contributors

Prepare and proofread information, including correspondence, PowerPoint slides, handouts, and spreadsheets, ensuring a professional and consistent appearance

Independently compile data from a variety of resources and prepare appropriate reports and/or documentation

Review work product of executive assistants, ensuring quality and consistent deliverables

Review invoices and/or charges on firm-issued purchasing card for accuracy and reconcile in a timely manner, as needed

Serve as a knowledge resource for leaders/teams with questions on established processes to deliver a consistent and positive experience

Act as a liaison between ESS and other firm client service departments and/or others outside of the firm as appropriate

Share advanced knowledge of firm systems, tools, and industry knowledge when appropriate

Begin to build strong relationships within their leader's line of business, firm client service and ESS to ensure constant alignment between the needs of the business, the needs of ESS and our clients, both internal and external

Train and mentor other team members and provide input on the development of training as appropriate

Collaborate with other Executive Assistants and the Executive Assistant Manager to identify and recommend best practices

May serve as a mentor to other team members, providing feedback and recognition, exposure, and experiences on-the-job, and 'coaching moments' in the flow of work

Perform other duties as assigned

Qualification

Advanced Microsoft OfficeProject management toolsEffective communicationOrganization skillsTime managementProofreadingEmotional intelligenceConflict resolutionTeam leadership

Required

Associate degree or 2+ years of experience in related field

4+ years of relevant experience in a related field or area

2+ years of increasing responsibility

1 to 3 years of demonstrated experience managing multiple projects of low to moderate risk

Ability to interact with multiple levels of leadership

Advanced Microsoft Office skills, ability to learn programs/software utilized by the firm

Ability to communicate effectively with a diverse audience

Demonstrated ability to apply technical/procedural requirements of the position based on knowledge and experience within specialization

Effective organization, prioritization and time management skills and strong attention to detail

Excellent people skills

Strong grammar and proofreading knowledge and experience

Ability to prepare presentations including charts, graphics and tables, speaker notes and handouts, etc

Adept at managing multiple tasks and projects

Ability to manage workflow and expectations with team members, as well as provide guidance/training as needed

Demonstrated ability to impact and influence a diverse population

Demonstrates professional judgement and emotional intelligence

Must be punctual and able to adapt to changing schedules

Ability to convey instructions clearly and concisely and be responsive when required

Maintains professionalism in demeanor, conversation and attire

Ability to direct and analyze the results of programs, projects or assignments

Ability to respond positively to changing circumstances, serve as a model of the change, while having quality-conscious client service, decision-making, conflict resolution and critical thinking skills

Ability to facilitate discussions with leaders

Ability to lead by understanding team dynamics

Ability to manage at a macro level and identify when a refined approach is necessary

Ability to attract, lead, motivate and retain team members, including providing guidance and feedback

Helps build a diverse and inclusive culture in the workplace by cultivating a safe environment to ask questions, share innovative ideas and make suggestions; provides coaching on an informal basis

Demonstrates ability to build trust and provide leadership within the team

Provides on-the-job training and directs others to relevant development opportunities

Works collaboratively with peer group to provide support across the enterprise particularly during peak times

Works collaboratively with subfunction leadership to provide input and support during the business planning process

Preferred

Experience with project management tool(s)

Benefits

Flexibility in your schedule

Competitive benefits and compensation package

Company

RSM US LLP

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Founded in 1926

Chicago, Illinois, USA

10001+ employees