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This role supports the Aprio Alliance Practice Leader with essential administrative tasks to keep the department organized and running smoothly. Strong multitasking and schedule management skills are required. The ideal candidate is resourceful, solves problems efficiently, and stays highly organized. Timely completion of assignments is critical. Independent judgment is needed to prioritize and manage varied responsibilities.
Job Responsibility:
Manage complex and confidential email communications, including prioritizing, flagging, and organizing messages for review
Maintain the Practice Leader’s calendar, scheduling meetings, conferences, and travel arrangements
Prepare and reconcile expense reports
generate and format reports as needed
Proofread documents for accuracy, grammar, and formatting
Facilitate key projects and ensure deadlines are met, particularly related to M&A activities, operational efficiencies, and strategic growth initiatives
Support the Executive Leadership Team by managing the MS Teams channel, coordinating meetings, and taking notes when required
Arrange and support internal team meetings and events, including logistics and material distribution
Prioritize competing demands, resolve issues proactively, and follow through on projects under tight deadlines
Maintain discretion and confidentiality in all interactions
Ensure compliance with company policies and governance requirements
Serve as a professional ambassador for Aprio and Aprio Alliance in all communications
Requirements:
Associate or bachelor's degree
Minimum of five (5) years of experience providing executive or management-level administrative support
Advanced proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
Familiarity with CRM platforms (HubSpot preferred) and project management tools (ClickUp or similar)
Strong organizational and time-management skills with the ability to handle multiple priorities effectively
Exceptional written and verbal communication skills
High attention to detail and commitment to maintaining confidentiality
Demonstrated ability to anticipate needs, work independently, and manage special projects
Comfortable operating in a fast-paced, deadline-driven environment
What we offer:
Wellness program
HMO coverage
Rewards and Recognition program
Free shuttle service (provided by CDC | for onsite employees)
Free lunch meal (For onsite employees)
On-demand learning classes
Discretionary time off and Holidays
Performance-based salary increase
Discretionary incentive compensation based on client or individual performance
Hybrid set up to selected roles/location, terms and conditions may apply