Executive Assistant to the CEO

at  HBK CPAs Consultants

EXECUTIVE ASSISTANT TO THE CEO

HBK is growing, now a Top 50 accounting firm according to Accounting Today magazine and a Top 100 registered investment advisory according to Financial Advisor Magazine. Our hundreds of collaborating professionals have created and foster thousands of close, caring, supportive client relationships.
Growth requires talent, so we continue to seek capable, dedicated professionals in all aspects of financial services. Our recruits choose their career paths. We want you to excel in your career as part of a dynamic team, and we provide the support and the resources to help you succeed. The breadth and depth of experience we offer you is unique in the marketplace.
We are entrepreneurs working with entrepreneurs, owners working with people who are owners of small and mid-size businesses, the heartbeat of our country. We are more consultants than number crunchers, an influence in our communities as well as our clients and their finances. When we go home at night, we know we’ve made something happen for our clients. If you want a career that is all about helping people, you’re the kind of person we’re looking for. Please read on to discover if you could see yourself joining the HBK Family as our newest Executive Assistant.

QUALIFICATIONS

• Associate or bachelor’s Degree
• Previous experience in a comparable position at a professional service(s) firm strongly preferred.
• Proficient in the Microsoft Office Suite (Excel, Word, Outlook, & PowerPoint)
• Knowledge of STAR Practice Management & HubSpot helpful but not required.
• Willingness to work overtime when needed during seasonal periods throughout the year.
• Must be able to prioritize and understand the importance of incoming requests.

• Be prompt, efficient, and complete when carrying out all assigned tasks.
• Always be courteous, pleasant, and helpful to clients and colleagues.
• Manage scheduling and complex calendar management for company CEO and other C-Suite team members.
• Assist with preparing board agendas, partner meetings and other events.
• Manages expense reporting, travel arrangements, and logistics.
• Work on specialized projects for mergers & acquisitions, company town hall meetings, culture building activities.
• Maintain strict confidentiality of all clients and firm business.
• Maintain good communication with CEO, other owners, and colleagues to ensure work is performed accurately and efficiently.
• Assist Principals in their day-to-day operations.
• Follow firm procedures and comply with firm policies as outlined in the Human Resource Manual.