Firm Support Lead – Executive Business Support

Forvis Mazars•Springfield, MO

About The Position

The Firm Support Lead – Executive Business Support position provides detailed administrative support to executives, partners, and the CHC team. The role requires strong organization, effective task prioritization, independent work in a fast-paced environment, and close adherence to quality-control standards. The position manages executive calendars and travel, prepares and edits documents and presentations, drafts client invoices, and communicates with clients about meetings, information requests, and unpaid invoices. It also supports CHC training programs, lunch-and-learn activities, and the Best Practices Group by coordinating schedules, materials, communications, invoicing, and follow-up. Additional duties include assisting partners with special projects, coordinating between internal and external stakeholders, and cross-training on other administrative functions.

Requirements

  • High school diploma or equivalent.
  • At least 3 years of related administrative experience.
  • Proficiency in Microsoft Office Suite.

Nice To Haves

  • Associate's degree.

Responsibilities

  • Manage executive calendars and related scheduling.
  • Coordinate professional travel for executives.
  • Draft client invoices based on instructions from executives.
  • Develop, format, and edit letters, reports, and other documents using Microsoft applications.
  • Review PowerPoint presentations for grammar, clarity, formatting, and flow; enhance them with graphics and layouts while following firm templates.
  • Communicate with clients to schedule meetings and follow up on information requests and unpaid invoices.
  • Use knowledge of internal business practices and priorities to respond proactively to daily issues and requests as authorized, and keep executives apprised of critical issues.
  • Organize, schedule, and support CHC team lunch-and-learn activities.
  • Support partners and presenters in coordinating CHC billing and CFO training programs, including scheduling, timelines, and communications.
  • Coordinate the preparation, organization, and distribution of training agendas, presentations, participant materials, and related resources.
  • Coordinate invoicing and other administrative requirements for CHC training programs with partners and internal firm services personnel.
  • Coordinate post-event follow-up, including participant communications, distribution of materials, and completion of outstanding administrative items.
  • Provide administrative support for the CHC Best Practices Group, including meeting scheduling, agenda and materials preparation, participant communications, and coordination with internal firm services personnel.
  • Provide administrative assistance to partners for special projects.
  • Support liaison and coordination between internal and external stakeholders.
  • Cross-train on other administrative functions.

Benefits

  • Robust total rewards program.
  • Flexible work environment.
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