Job Description
This position will be providing core support functions for our CEO & Partners both on a business and personal level. Provides administrative support for the Executive Leadership Team. Manages daily and weekly activities, both as a team and independently.
Personal and Business Calendar & Meeting management—sets/changes/confirms appointments, registers for/rsvp to events, protects blocks of time for work, proactively monitors and balances out external commitments across the workweek. Travel and logistics coordination—books travel and lodging as needed; provides directions, traffic estimates/travel time, and parking details; regularly tabulates and reconciles mileage for reporting. Appointment readiness—proactive in preparation of materials to take to meetings, post-meeting support for action items and other follow-ups. Provides reminders and prioritization of tasks.
Manages email inboxes as well as CEO's and Partners' LinkedIn accounts and update contact lists when necessary - including writing, proofreading, and sending emails. Screen, answer, and return phone calls/WhatsApp/text messages in a professional manner
Maintains client information on the CRM system. Performs administrative functions such as ordering department supplies, arranging for equipment repairs, and servicing equipment, including seeking proper authorization for items requiring prior approval.
Assists with food orders, luncheon planning, and planning of other business-related meetings as requested Performs other clerical duties such as filing, photocopying, scanning, faxing, tracking, and archiving while maintaining a meticulous online filing system. Prepares documents, letters, presentations, and other communication materials for internal distribution, types and spell-checks documents, creates graphs and other displays. Contributes to team effort by accomplishing related results as needed.
Prepares, checks and processes expense reports/client documents. At slow times, may focus primarily on data entry. Assist other departments as needed.
About Manay CPA
Manay CPA is a reputable full-service accounting firm based in Atlanta, GA, with over 20 years of experience providing comprehensive accounting and tax solutions.