Executive Assistant
BCD Travel
Technology Industry Coordinator / Executive Assistant
Aprio
full-time
Posted on:
Location: 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- - Support scheduling of internal and external calls related to client needs
- - Monitor due date reporting to comply with IRS/Tax authority due dates
- - Assist with onboarding of new clients
- - Support delivery of documents to clients
- - Perform data management and cleanup within various applications
- - Coordinate collection of e-signed documents
- - Manage complex internal and external calendaring
- - Assist with submission and review of engagement letters
- - Support business social media management and manage proposals, checking for accuracy and consistency
- - Manage prospect interactions and follow-ups
- - Utilize HubSpot to manage prospects and leads
- - Provide sales and marketing support to the team
- - Generate reports and analyze data from HubSpot and Power BI tools
- - Maintain and update industry-related documentation, including intranet content in SharePoint
- - Create, revise, and design PowerPoint presentations
- - Coordinate complex activities, including meetings, networking events, sales activities and conferences, including overseeing logistics for annual internal conference of industry leaders
Requirements
- - Bachelor's degree in Business Administration, Management, or a related field.
- - Highly proactive and independent
- - Strong organizational skills
- - Background in marketing or sales administration
- - Experience supporting tax professionals is a plus
- - Excellent communication and interpersonal skills
- - Ability to manage multiple tasks and priorities effectively
- - Strong attention to detail and accuracy
- - Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
- - Experience with HubSpot is a plus
- - Experience in SharePoint is a plus
