Executive Assistant

Executive Assistant

CohnReznick currently has an exciting career opportunity for an Executive Assistant to join our team.

If you are:

• A highly dedicated professional with impressive credentials and driven by new challenges and growth opportunities
• A team player who believes in providing world-class internal client service
• Looking for a work environment that values and promotes camaraderie, collaboration and giving back to the community

Look ahead. Imagine more. And consider joining the CohnReznick team.

We offer:

• Endless opportunities to contribute to the 11th largest professional services firm in the US
• A unique culture that values collaboration in everything we do
• A team of professionals driven by a sense of excellence, integrity, commitment to lifelong learning, respect for one another, adaptability, and making a difference
• A network of 3,000 professionals committed to a diverse and inclusive workplace and giving back to the communities in which we live and work
• Varied career paths supported by strong professional development programs and resources

CohnReznick is a top National Advisory, Assurance and Tax accounting, firm with a team of over 3,000 employees in 25 cities. As a member of our team, we will provide you with the necessary tools to take your career to the next level. Your success is our success!

Executive Assistant

The responsibilities are diverse and may include but are not limited to:

• Support Partners and Sr. Managers
• Calendar management for Partners and preparing expense reports and time entry; Book travel arrangements as requested
• Coordinate sponsorships, event registration for conferences with marketing
• Monitor CPE compliance and state licenses for Partners
• Send financial statements to clients via mail or electronic delivery/client portal as needed
• Utilizing software for document retention of client information and maintain workflow processes
• Assist with document processing during peak times or as needed to maintain workflow.
• Assist with requests for new client set ups and expansion of services for client services, assist with any updating of client information
• Preparation and tracking of engagement letters, predecessor/successor and workpaper release letters using the proper firm approved templates
• Coordinate matter transfers with internal accounting related to partner retirements and transfers
• Arrange in-house trainings, book conference rooms, coordinate attendees, all logistics, and arrange Catering services
• Compose, prepare and distribute written materials for management including correspondence, memos/letters, agendas, presentations, and minutes
• Act as liaison with IT, office services and marketing
• Run client-specific reports for engagement teams
• Process invoice requests and back-up materials required to invoice client accounts
• Maintain managements contacts and mailing lists
• Serve as a backup Receptionist, as needed
• Performing other duties as assigned.

Required Skills:

• Minimum 5 years of high-level executive assistant work experience required
• Highly motivated with excellent organizational and interpersonal skills
• Intermediate to advanced level skills using MS Office - Word, Excel, PowerPoint, Outlook and Adobe Acrobat
• Demonstrated ability to manage multiple tasks simultaneously
• Strong written and verbal communication skills
• Knowledgeable of business grammar and basic proofreading skills
• Professional demeanor and appearance necessary at all times
• Demonstrated customer focus experience interacting with senior level executives
• Strong attention to detail and strong follow-up skills, required
• Ability to learn new computer programs and work in a fast-paced environment and meet deadlines
• Demonstrated team player with a flexible personality and positive attitude!
• Willingness to work overtime during busy season
• Self-motivated and the ability to manage work independently

CohnReznick is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, age, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

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