Executive Assistant

Responsibilities

• Provide high-level administrative support to Direct Partner and/or executive team
• Manage complex calendars, scheduling meetings and travel logistics
• Prepare meeting materials, agendas, and track follow-up action items
• Serve as a point of contact for clients, ensuring a professional and responsive experience
• Cover client communications, document requests, engagement timelines, and onboarding processes
• Maintain accurate client records and support ongoing relationship management
• Manage multiple priorities simultaneously in a fast-paced, deadline-driven environment
• Support firm-wide initiatives, special projects, and cross-functional coordination
• Occasionally provide office support for the Walnut Creek location
• Handle highly sensitive financial and client data

Requirements

• Exceptional organizational, time management, and communication skills, with a strong attention to detail and a proactive, solutions-driven mindset
• Demonstrates professionalism, discretion, and the ability to handle confidential information
• Self-motivated and capable of working independently while maintaining a strong client-service focus and building meaningful relationships
• Proficiency in Microsoft Office Suite (Outlook, Excel, Word, PowerPoint)

Qualifications

• 5+ years of experience in an Executive Assistant or senior administrative role
• Experience in a public accounting firm or professional services environment strongly preferred