Executive Assistant to Managing Partner & CEO

Aprio

19d ago

Job
Full-time
Senior Level
People, HR & Administration
Business, Operations & Strategy
Atlanta
Quick Apply

AI generated summary

You should have a relevant degree, 5+ years supporting executives, discretion, strong organization, time management, and communication skills, plus proficiency in MS Office and adaptability in fast-paced settings.
You will manage the CEO's calendar, communications, travel, and projects, ensuring confidentiality, prioritizing tasks, and supporting M&A initiatives while maintaining strong internal relationships.

Requirements

A bachelor’s degree in business administration, communications, or a related field is preferred, or a combination of related experience, education, and/or training to sufficiently and successfully perform the job's essential functions.
Minimum of 5+ years experience supporting Chief Executives, preferably in a high-growth firm. Familiarity with M&A processes is highly desirable.
Proven ability to handle confidential information with the highest degree of discretion and integrity, be adaptable to various competing demands, and demonstrate the highest level of service and response.
Exceptional organization and time-management skills.
Self-starter with strong written and verbal communication abilities.
Proficiency in MS Office Suite (Outlook, Word, Excel, and PowerPoint), Adobe Acrobat, and Social Media web platforms, as well as familiarity with CRM systems and project management tools.
Ability to handle confidential information with discretion and a high level of integrity.
Anticipates needs and is confident, articulate, extremely proactive, and able to act on their initiative.
Time management is critical, being able to prioritize demands and have excellent attention to detail.
Strong problem-solving skills and adaptability in a fast-paced environment.
Ability to manage competing priorities while remaining proactive and self-motivated.
High attention to detail, particularly in document preparation and review.
Very strong interpersonal skills: ability to build relationships with partners, staff, clients, and M&A prospects.
Ability to influence others to meet deadlines and keep calm under pressure.
Demonstrated proactive approaches to problem-solving with strong decision-making capability.
Emotional maturity.
Highly resourceful team player with the ability to be extremely effective independently.
Demonstrated ability to achieve high-performance goals and meet deadlines in a fast-paced environment.
A forward-looking thinker who actively seeks opportunities and proposes solutions.

Responsibilities

Responsible for completing a wide variety of professional and personal responsibilities for the CEO, including managing an extremely active calendar of appointments, completing expense reports, composing and preparing confidential correspondence, arranging complex and detailed travel plans, itineraries, agendas, and arranging appointments during travel.
Serve as the primary point of contact for internal and external communications directed to the CEO. Work closely with the VP of Communications to draft, proofread, and manage correspondence on behalf of the CEO.
Plans, coordinates, and ensures the CEO's schedule is followed and respected. Provides "gatekeeper" and "gateway" role, creating win-win situations for direct access to the CEO's time and office.
Support M&A initiatives by scheduling and coordinating meetings with potential acquisition targets, investors, and internal stakeholders. Work with the M&A Teams to ensure successful relationship building of potential acquisition Partners.
Acts as the Aprio liaison to the CEO’s office. Ensure that everyone who needs to know is informed while maintaining the confidentiality of the Executive Leadership Team.
Provides a bridge for smooth communication between the CEO’s office and practice/segment groups as well as other Aprio offices, demonstrating leadership to maintain credibility, trust, and support.
Facilitate and monitor key projects to ensure deadlines are met, particularly those related to M&A activities, operational efficiencies, and strategic growth initiatives.
As an extension of the Executive Leadership Team (ELT), attend meetings as applicable to stay informed and aware of developments, changes, and information to adequately support the CEO and the requirements of the Executive Leadership Team and the firm.
Communicates directly, and on behalf of the CEO, with the Executive Leadership Team, Directors, and other senior leadership/management teams on matters related to the CEO's initiatives.
Research, prioritize, and follow up on incoming issues and concerns addressed to the CEO, including those sensitive or confidential. Determines appropriate course of action, referral, or response, as appropriate.
Communicate directly with and handle specific annual tasks for high-profile clients for which the CEO remains involved.
Maintains discretion and confidentiality in relationships with all necessary parties.
Draft meeting agendas for the CEO as needed.
Additional Executive Support Duties:
As needed, arrange for the signing of confidential and sensitive documents for the General Counsel.
As needed, prepare confidential NDAs & send them for signature.
Maintain an active Notary license to support confidentiality and the firm in general.
Organize, maintain, and assume custodial responsibilities for the CEO’s documents, files, and records – and for the General Counsel as needed.
General Executive Support Responsibilities:
Prioritize conflicting needs, handle matters expeditiously and proactively, and follow through on projects to successful completion, often with deadline pressures.
Maintain discretion and confidentiality in relationships with all necessary parties.
Adhere to compliance with applicable rules and regulations set regarding company matters, including advance distribution of materials before meetings in electronic/paper format.
Maintain the CEO’s Outlook Contacts, ensuring special notations are in the memo sections as well as other documents of importance (resumes, bios, linked-in profile links, etc.)
Helped the CEO manage a complex and confidential email account, deleting junk, accepting, declining, and deleting unnecessary items for the CEO’s review (“thank you”, etc.), and flagging items of importance.
Organizing and coordinating conference calls/video conferences.
Opens, scans, and sorts executive office mail for importance, urgency, and distribution.
Act as a mentor to all administrative & support staff across all Aprio Offices.
Be a brand ambassador for the Aprio Fundamentals.
Other responsibilities as deemed appropriate or necessary.

FAQs

What is the primary responsibility of the Executive Assistant to the CEO?

The primary responsibility is to support the CEO through exceptional organization, planning, and communication, managing a complex calendar, coordinating travel, and handling confidential correspondence.

How many years of experience are required for this position?

A minimum of 5+ years of experience supporting Chief Executives is required, preferably in a high-growth firm.

Is familiarity with M&A processes important for this role?

Yes, familiarity with M&A processes is highly desirable for this position.

What qualifications are preferred for applicants?

A bachelor’s degree in business administration, communications, or a related field is preferred, along with a combination of relevant experience, education, and/or training.

What software skills are necessary for this role?

Proficiency in MS Office Suite (Outlook, Word, Excel, and PowerPoint), Adobe Acrobat, and familiarity with CRM systems and project management tools is necessary.

Will the Executive Assistant handle confidential information?

Yes, the Executive Assistant will be responsible for handling sensitive and confidential information with the highest degree of discretion and integrity.

What kind of communication will the Executive Assistant be involved in?

The Executive Assistant will serve as the primary point of contact for internal and external communications directed to the CEO and will communicate directly with the Executive Leadership Team and other senior management.

Does the position involve attending meetings?

Yes, the Executive Assistant will attend meetings as applicable to stay informed about developments and support the CEO and Executive Leadership Team.

Are there opportunities for professional growth in this role?

Yes, Aprio offers growth opportunities in a future-focused, innovative environment, fostering continuous learning and advancement.

What benefits does Aprio offer to full-time team members?

Aprio offers medical, dental, and vision insurance, a 401k with profit sharing, flexible spending accounts, parental leave, tuition assistance, discretionary time off, and a top-rated wellness program among other benefits.

Aprio

Top 30 business advisory and CPA firm helping clients and team members achieve what's next.

Accounting

Industry

1001-5000

Employees

1952

Founded Year

Mission & Purpose

Aprio is a premier CPA and business advisory firm that advises clients and associates on how to achieve what’s next. Aprio’s associates work as integrated teams across advisory, assurance, tax, outsourcing, staffing and private client services, bringing the best thinking and personal commitment to each client. Across practices, Aprio brings together proven expertise, deep understanding and strategic foresight for industries including Manufacturing and Distribution; Non-Profit and Education; Professional Services; Real Estate and Construction; Retail, Franchise and Hospitality; and Technology and Blockchain. Headquartered in Atlanta, Georgia, Aprio has grown to over 1,000+ team members. To serve clients wherever life or business may take them, Aprio’s teams speak more than 30 languages and work with clients in over 50 countries.