KerberRose · 13 hours ago
Executive Assistant
Green Bay, WI
Full-time
Onsite
Senior Level
5+ years expKerberRose S.C. is seeking an Executive Assistant to provide high-level administrative support to the Managing Shareholder and other senior executives. The role requires exceptional organizational skills and the ability to manage multiple priorities in a fast-paced environment.
Accounting
Responsibilities
Calendar and Schedule Management: Coordinate and manage complex calendars, including scheduling meetings, appointments, and travel for the CEO, COO, CFO, and Director of Tax Services. Ensure all schedules are optimized and conflicts are resolved promptly
Communication Liaison: Draft, proofread, and edit correspondence, firmwide emails, and communications on behave of executives and the Director of Tax Services. Maintain confidential files and records with accuracy and discretion
Meeting Coordination: Organize and prepare materials for meetings, including agendas, presentations, and follow-up actions. Record and distribute meeting minutes as required
Project Support: Assist with special projects, research, and analysis as directed by the CEO, COO, CFO, and Director of Tax Services
Confidentiality: Handle sensitive information with a high level of confidentiality and integrity
Qualification
Required
Bachelor's degree preferred; equivalent experience considered
Minimum of 5 years' experience as an Executive Assistant or in a similar administrative support role
Excellent verbal and written communication skills
Advanced proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and virtual meeting tools
Strong organizational and time management abilities; attention to detail is essential
Ability to manage multiple priorities and adapt to changing needs
Demonstrated professionalism, discretion, and judgment
Experience supporting multiple senior executives is highly desirable
Preferred
Proactive and resourceful problem-solver
Ability to work independently and as part of a collaborative team
Strong interpersonal skills and a positive, service-oriented attitude
Experience in finance, tax, or professional services environments is a plus
Company
KerberRose
In the 1980s, three like-minded practitioners in Shawano, WI, shared a vision of offering proactive, personalized tax and accounting services to local individuals and businesses.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Lucas Koenig
CTO / Shareholder
David Minch, CPA
Partner
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