Executive Assistant to Partner Customer Service & Call Center - Agoura Hills, CA at Geebo

Executive Assistant to Partner

M&G Partners, LLP M&G Partners, LLP Agoura Hills, CA Agoura Hills, CA Full-time Full-time $60,000 - $65,000 a year $60,000 - $65,000 a year 3 days ago 3 days ago 3 days ago www.
mgpartnersllp.
com M&G Partners, LLP is a highly specialized professional services firm providing tax, audit, business management, mergers and acquisitions, and valuation services to private and public companies, business owners, high net worth individuals, and family offices across select industry niches.
CPA firm looking for highly motivated Executive Assistant to provide administrative support to the Partners and ensure the smooth operation of our Agoura Hills, CA office.
We offer an excellent compensation and benefit package.
Please submit your resume.
$60,000-$65,000
overtime and annual bonuses
Responsibilities:
Coordinate Partner's calendar/appointments/Zoom Meetings and proactively manage schedule Maintain Partner's contacts Assist with emails and voicemails Field phone calls, take messages, and respond to inquiries Field client matters (IRS notices, basic filings, document requests, etc.
) Communicate with clients on behalf of Partner - maintain proactive contact to further client connection Prepare and distribute correspondence, memos, and reports Due date management for client projects Track Partner's projects and tasks and follow up daily to push for progress Assist with additional administrative tasks as needed and requested by Administrative Manager or Partner Greet visitors and direct them to the appropriate person or department Assist with travel arrangements and expense reporting File and organize documents, both physical and electronic Coordinate special projects and events as assigned Skills:
- The Executive Assistant will be responsible for supporting the Partner and must be able to successfully manage multiple projects simultaneously, while maintaining close attention to detail.
PROBLEM SOLVING:
The Executive Assistant must be equipped not only to solve problems as they arise, but also to anticipate potential problems and take proactive action to deter them.
- PROACTIVE APPROACH:
The Executive Assistant must be able to anticipate the administrative needs of the Partner and take initiative to provide support.
- Proficient in Microsoft Office Suite (Outlook Calendar, Word, Excel, Teams, PowerPoint) - Excellent customer service skills with a professional demeanor - Ability to handle confidential information with discretion - Familiarity with file management systems and record keeping - Strong proofreading skills for accurate document preparation - Computer literacy with the ability to quickly learn new software systems
Benefits:
401(k) matching Dental insurance Health insurance Vision insurance Life insurance Holiday Pay Vacation & Sick Paid Time Off On-the-job training Paid training Referral program Job Type:
Full-time Pay:
$60,000.
00 - $65,000.
00 per year
Benefits:
401(k) 401(k) matching Dental insurance Health insurance Life insurance Paid time off Vision insurance Schedule:
8 hour shift Monday to Friday Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.

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