Aprio

Technology Industry Coordinator / Executive Assistant

Aprio

full-time

Posted on:

Origin:  • 🇺🇸 United States

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Job 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