Your key responsibilities will include, but are not limited to, the following:
- Prepare, format, and proofread presentations, proposals, engagement letters, client correspondence, procedural documentation, and workflow materials.
- Serve as a liaison between partners and internal/external contacts, handling confidential client and firm information with discretion and sound judgment.
- Support client onboarding and maintenance, including preparation of engagement letters, billing reports, and invoicing.
- Support business development efforts, including formatting proposals and assembling bios and client correspondence.
- Maintain knowledge of firm policies and procedures; respond to, refer, or direct incoming requests and inquiries as appropriate.
- Monitor tax return status, key deadlines, and outstanding documentation; communicate follow-up items to partners, staff, and clients.
- Manage calendars, scheduling, and meeting coordination across internal and client stakeholders.
- Perform general administrative tasks including filing, travel and expense reporting, and phone support.
To be successful, these are the skills, qualities and experience you will need:
- Strong work history with a minimum of five (5) years of experience as an administrative assistant or in executive level support.
- A high level of personal integrity and professional ethics.
- Professional demeanor with the ability to communicate confidently and effectively with partners, clients, internal teams, and external advisors.
- Excellent written and verbal communication skills, including strong proofreading, editing, and formatting capabilities.
- Ability to thrive in a deadline-driven, high-volume environment with shifting priorities.
- Exceptional organizational skills and attention to detail.
- Ability to prioritize and manage multiple projects, work quickly and efficiently under pressure.
- Highly developed skills with Microsoft Office including Word, Excel, Outlook, PowerPoint, and Adobe Acrobat.
- Strong interpersonal skills; a team player.
- Forward-thinking self-starter with the ability to anticipate needs, take initiative, ask appropriate questions, and follow through independently.
- Flexible, proactive, and solutions-oriented, with a positive “can-do” attitude.
- Background in Legal, Financial, or Accounting industries preferred.
- Ability to work onsite in the West Los Angeles office four days per week.
You Matter - HCVT provides a variety of benefits and perks that help sustain a healthy and thriving work environment.
- Visit the Benefits section to learn more
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