Operations & Executive Assistant

Sorren, Inc.St. Petersburg, FL

About The Position

The Executive Assistant will provide strategic administrative support to the National Advisory Managing Partner and leaders within the Sectors and Specialty Areas. This key role requires a highly organized, proactive professional capable of managing complex tasks, coordinating multiple projects, and facilitating communication to ensure smooth operational flow.

Requirements

  • 3-10 years of experience in an executive assistant or project management role, preferably with senior-level executives
  • Experience managing projects from start to finish, meeting deadlines, and ensuring deliverables are achieved
  • Strong problem-solving skills with the ability to adapt to shifting priorities in a fast-paced environment
  • Excellent verbal and written communication skills
  • Excellent organizational skills with attention to detail and the ability to prioritize and manage multiple tasks simultaneously
  • Proficiency in office tools and the ability to quickly learn new software

Nice To Haves

  • Bachelor’s Degree in Business Administration, Management, or a related field
  • Experience in the professional services industry is a plus

Responsibilities

  • Collaborate closely with the National Advisory Managing Partner and Specialty Areas and Sector leaders to prepare for and schedule regular meetings, ensuring all logistics are handled efficiently; quickly adjust calendars in response to changing priorities, optimizing schedules to enhance team productivity
  • Assist in creating meeting agendas, compiling materials, and ensuring accurate meeting notes for follow-up
  • Lead and manage cross-functional projects on behalf of the National Advisory Managing Partner, ensuring timely execution within budget
  • Recommend operational improvements, particularly in meeting coordination, reporting processes, or administrative workflows, to enhance overall efficiency
  • Conduct research, update spreadsheets, and create documents and visual presentations to support decision-making and communication
  • Act as a liaison, facilitating clear communication between executives, internal teams, and external stakeholders to ensure smooth operations.

Benefits

  • Generous paid time off
  • Comprehensive medical, dental, and vision coverage, plus life and disability insurance
  • 401(k) retirement savings plan
  • Paid holidays, including a firmwide winter break (December 24 – January 1)
  • Paid parental leave (available after one year of service)
  • Mentorship and career development programs
  • CPA exam support to help you succeed on the path to licensure
  • Firm-sponsored events and spontaneous team activities
  • Celebrations to mark milestones like the end of busy season and the holidays
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