Executive Assistant Sr. ITAX

RSM•Minneapolis, MN

2d•Hybrid

About The Position

The Executive Assistant Senior provides skilled, efficient support to select RSM leaders and may serve as a navigator to other RSM owners. Under minimal supervision, this role manages day-to-day administrative activities, including strategic calendar and schedule management, travel arrangements, expense reimbursement, and logistics for internal and external meetings. The position may also involve proofreading communications, compiling reports, completing special projects, and fulfilling administrative requests through the ESS request site. It requires professionalism, confidentiality, and a sense of urgency. The role serves as a resource for a consistent, positive experience and liaises with ESS, other firm client service departments, and external parties as appropriate. The Executive Assistant Senior collaborates with other executive assistants, shares knowledge of firm systems and tools, and may provide training. The initial 90 days are in-office five days per week; afterward, the role can follow a hybrid schedule with at least three in-office days, confirmed in writing with the Performance Advisor.

Requirements

Associate degree or at least two years of experience in a related field.
At least three years of relevant experience in a related field or area.
Intermediate to advanced Microsoft Office skills and ability to learn firm software and train others as needed.
Working knowledge of tools, resources, and technology needed for assigned responsibilities.
Ability to communicate effectively with a diverse audience.
Effective organization, prioritization, and time-management skills, with strong attention to detail.
Excellent people skills.
Strong grammar and proofreading skills and experience.
Ability to prepare presentations, including charts, graphics, tables, speaker notes, and handouts.
Ability to balance multiple tasks and projects.
Punctuality and ability to adapt to changing schedules.
Ability to convey instructions clearly and concisely and respond when required.
Professional demeanor, conversation, and attire.
Ability to facilitate discussions with leaders.
Ability to manage at a macro level and recognize when a more refined approach is needed.
Ability to respond positively to changing circumstances, seek and implement change to improve the business, and model change.
Ability to collaborate with the executive assistant supervisor or manager to provide support across the enterprise, particularly during peak times.

Nice To Haves

Experience with project management tools.

Responsibilities

Maintain calendar appointments, scheduling meetings in advance and prioritizing them appropriately.
Coordinate travel arrangements, including flights, cars, hotels, and meals.
Submit expense reports in a timely manner.
Manage meeting administration, including invitations, logistics, attendee tracking, notes, and action-item follow-up.
Maintain daily, weekly, and monthly to-do lists and follow up as needed.
Handle confidential correspondence.
Take ownership of assigned projects and events, including research, organization, and execution.
Prepare and proofread correspondence, PowerPoint slides, handouts, spreadsheets, and other information for professional and consistent presentation.
Compile data from various resources and prepare reports or documentation.
Review firm-issued purchasing-card invoices or charges for accuracy and reconcile them promptly as needed.
Serve as a go-to resource to deliver a consistent, positive experience.
Liaise with ESS, other firm client service departments, and external parties as appropriate.
Share knowledge of firm systems, tools, and industry knowledge when appropriate.
Collaborate with other executive assistants to identify and establish best practices.
Provide training to others when appropriate.
Perform other duties as assigned.