Personal Assistant to President
About The Position
Somich & Associates CPAs is a growing CPA and advisory firm focused on delivering exceptional client service while building a modern, people-first professional services organization . We pride ourselves on collaboration, accountability, innovation, and continuous improvement . We are seeking a highly organized, proactive Personal Assistant to support our President and help keep daily operations running smoothly. Position Summary The Personal Assistant will provide high-level administrative, organizational, and operational support to the President . The ideal candidate is proactive, detail-oriented, highly organized, professional , and thrives in a fast-paced environment.
Requirements
- 3 + years of personal assistant, administrative, or executive assistant experience
- Experience supporting P artners and/ or E xecutives in a professional services environment (CPA firm, law firm, consulting firm, or similar) preferred
- Strong organizational and time-management skills
- Excellent written and verbal communication abilities
- High level of discretion and professionalism
- Ab ility to anticipate needs and work proactively
- Tech-savvy: M S 365 , Google Workspace, scheduling software, CRM systems
- Strong a ttention to detail
- Proactive problem-solving
- Excellent interpersonal and communication skills
- Adaptability in fast-paced environments
- Professional judgment and confidentiality
Nice To Haves
- Experience supporting P artners and/ or E xecutives in a professional services environment (CPA firm, law firm, consulting firm, or similar) preferred
Responsibilities
- Manage calendars, appointments, meetings, and deadlines to maximize leadership effectiveness
- Coordinate travel arrangements (both work and personal) and itineraries
- Prepare correspondence, reports, presentations, meeting agendas, and documents
- Assist with client communications and scheduling
- Support onboarding processes for new clients
- C oordinate internal and external events, meetings, and F irm initiatives
- Serve as a liaison between President, department heads, and staff
- Coordinate leadership meetings, retreats, and planning sessions
- Assist with special projects, reporting, and workflow improvements
- Maintain organized filing systems ( electronic and physical)
- Track projects, deadlines, and task follow-ups
- Run personal errands
- Assist with scheduling and managing personal administrative and private estate needs
- Handle confidential information with discretion and professionalism
Benefits
- Competitive compensation
- Health, dental, and vision insurance
- Paid time off and holidays
- Retirement plan with employer contribution
- Professional development opportunities
- Supportive, collaborative firm culture
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
