Firm Support Lead – Executive Business Support
About The Position
Firm Support Services at Forvis Mazars provides essential administrative support that helps the firm run smoothly and enables teams to focus on their core goals. The Firm Support Lead demonstrates excellent organizational skills, prioritizes tasks effectively, finds efficiencies, and works independently in a fast-paced, detail-oriented environment with strong adherence to quality-control standards. The role provides executive and partner support, including calendar and travel coordination, invoice drafting, document preparation and editing, and review and enhancement of PowerPoint presentations. It also supports client communications and follow-up, CHC training programs and events, the CHC Best Practices Group, special projects, and coordination between internal and external stakeholders. The position may include other duties as assigned and cross-training on additional 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 presentations 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, keeping executives informed 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.
- Perform other duties as assigned.
Benefits
- Robust total rewards program.
- Flexible work environment.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
