Ryan · 2 days ago
Executive Assistant II
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ConsultingFinancial Services
Insider Connection @Ryan
Responsibilities
Acts as an extension of the Leader dealing with colleagues and clients in the utmost professional manner
Maintains communications (email, written, phone, and fax) while Leader is traveling
Maintains a positive attitude at all times and provides assistance when other Executive Assistants are unavailable.
May mentor and train less-experienced team members
Prepare reports, meeting minutes and correspondence.
Create and edit documents, spreadsheets and presentations.
Manage schedules, arrange appointments and itineraries. Ensures meetings begin on time with prep material delivered in advance. Requires extensive coordination and follow-up to ensure all meetings are calendared properly and effectively – utilizing the best use of the Leader’s time.
Coordinate meetings, travel, conference calls, and complete expense reports.
Answers telephone and transfer phone calls, takes accurate and concise messages
Organizes and prioritizes multiple tasks and completes them under strict time constraints
Manages daily correspondence and filing
Reads, sorts, and distributes incoming mail. When necessary, routes client documentation to ensure timely delivery to Managers when client deadlines are involved
Handles and safeguards confidential and sensitive company and personal information
Identifies and works to improve internal process and works to develop Firm policies as needed.
Reviews and edits client-related documentation
Maintains client and administrative filing procedures
Remain knowledgeable of business unit and corporate policies.
Assists with other projects as needed
Perform advanced tasks under minimal supervision and other duties as assigned
Qualification
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Required
High school diploma and 5+ years of experience acting as the Assistant to the practice management tier of a firm
Must possess strong grammatical and proofreading skill
Extensive experience dealing with making contacts of a sensitive, complex, and confidential nature
Advanced skills in Microsoft® Word, Excel, Access, PowerPoint, Outlook, and Internet navigation and research
Valid driver’s license required
Preferred
Notary Public
Benefits
Hybrid Work Options
Award-Winning Culture
Generous Personal Time Off (PTO) Benefits
14-Weeks of 100% Paid Leave for New Parents (Adoption Included)
Monthly Gym Membership Reimbursement OR Gym Equipment Reimbursement
Benefits Eligibility Effective Day One
401K with Employer Match
Tuition Reimbursement After One Year of Service
Fertility Assistance Program
Four-Week Company-Paid Sabbatical Eligibility After Five Years of Service
Company
Ryan
Ryan is a technology-driven tax services firm that offers advisory and consulting services on a multi-jurisdictional basis.
H1B Sponsorship
Ryan has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Trends of Total Sponsorships
2023 (1)
2022 (1)
2021 (1)
2020 (1)
Funding
Current Stage
Late StageTotal Funding
$687MKey Investors
Ares ManagementOnex
2022-05-26Private Equity· Undisclosed
2018-10-17Private Equity· $317M
2015-08-16Debt Financing· $300M
Leadership Team
Recent News
2024-05-24
2024-04-25
Business Journals
2024-04-14
Company data provided by crunchbase