Executive Assistant Job at AppleOne Employment Services in Beverly Hills

Executive Account Manager – Financial Services We are partnering with a Financial Services company in the Beverly Hills area. This role focuses on executive support and account management responsibilities, with a 5‑Year Placement Guarantee. Compensation Base pay range: $75,000 – $85,000 per year. Location & Employment Location: Beverly Hills, CA. Remote or onsite work arrangements are possible based on the client’s needs. Seniority Level: Associate Employment Type: Full‑time Job Function: Administrative, Accounting/Auditing, Finance Industry: Real Estate, Accounting, Financial Services Responsibilities Track and monitor budget vs. actuals for agency clients, ensuring that account managers close their books in a timely fashion and outside reporting is obtained by outside parties. Prepare budget vs. actuals reports monthly for certain clients using Microsoft Excel. Receive and assess incoming mail, forwarding it as needed to responsible parties. Assist the tax partners with managing client notices, ensuring timely responses are provided. Help draft notice responses and coordinate partner/client signatures whenever needed. At times this requires phone communication with state agencies. Manage biweekly and monthly agency calls & ensure last‑minute meeting requests are handled. Schedule, send reminders, and ensure the partner has what they need for calls with clients. Occasionally attend client calls and follow up on action items. Provide proactive email reminders for key projects, deadlines, and action items related to tax filings, client business management open tasks, and other related tasks. Support special projects such as drafting lease agreements, reviewing foreign credit card statements, summarising inspection agreements, drafting onboarding materials for clients, researching tax matters, obtaining EINs/Tax IDs for clients, etc. Act as the primary point of contact for both tax partners, handling scheduling, correspondence, and follow‑up tasks and acting as a gatekeeper (try to resolve other people’s questions before they reach the partner). Qualifications 3–4 years of supporting Director‑level or C‑Suite executives, preferably in a tax or accounting firm. Prior experience working with high‑level executives, where priorities are always shifting. Required Skills Strong organisational skills and attention to detail. Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook) and experience with financial software or budgeting tools. Excellent communication skills, both written and verbal. Ability to multitask and manage shifting priorities in a fast‑paced environment. Strong problem‑solving abilities and a proactive approach to identifying and addressing potential issues. Knowledge of basic tax or accounting principles is a plus. Preferred Skills Self‑starter with the ability to work independently while also being a team player. Discreet and trustworthy with sensitive and confidential information. Ability to handle high‑pressure situations and deadlines with professionalism. Adaptability and a willingness to learn and take on new responsibilities. Benefits Medical insurance Vision insurance 401(k) #J-18808-Ljbffr