Executive Assistant Job at MarksNelson, a Springline company in Overland Park

Executive Assistant

The Executive Assistant supports the firm's Insurance Tax practice and Partners and serves as a central resource for both executive-level administrative support and team operations. This role ensures the smooth functioning of the insurance tax practice, coordinating logistics, managing communications, and overseeing day-to-day team needs.

What You'll Do

• Schedule meetings and manage Partner's calendar; liaise with staff, partners, and external parties on executive availability.
• Coordinate internal and external Insurance Tax team meetings and events, secure appropriate venues, catering, and necessary equipment, including audio and visual technology that meets all participant needs; prepare and disseminate logistics information.
• Communicate with clients during events, via email and telephone.
• Manage meeting materials, take meeting minutes, disseminate key information, and track action items.
• Draft, track, and organize client engagement letters.
• Manage travel arrangements for the Partners, Directors, and Managers, as needed.
• Prepare and edit presentations, documents, graphs, visuals, and reports.
• Maintain organized files and ensure information is easily accessible.
• Submit timely, accurate, and policy-compliant expense reports and timesheets.
• Produce briefing materials and talking points for meetings and events.
• Proactively identify tools and processes to improve administrative efficiency.
• Assist para professional and associate staff with tasks supporting the Insurance Tax practice.
• Ensure compliance with health, safety, and security protocols.
• Support onboarding of new employees, including workspace setup and orientation.
• Facilitate Insurance Tax employee appreciation/gratitude things like birthdays, anniversaries, sympathy gifts, etc.
• Prolonged periods of sitting at a desk and working on a computer
• Frequent use of eye, hand and finger coordination enabling the use of office machinery
• Oral and auditory capacity enabling interpersonal communication as well as communication through devices such as a telephone
• Must be able to lift up to 10 pounds frequently and up to 20 pounds occasionally
• Must be able to access and navigate each department at the organization's facilities
• Ability to drive, as some independent, out-of-town travel is required.

About You

• Minimum of 510 years supporting executives in administrative or office management roles
• Reliable transportation and valid driver's license required
• Dependability and reliability
• Exceptional organization and multitasking skills
• Fluent in Microsoft Office Suite; ability to learn new software
• Professional services industry experience is preferred
• Proficiency in PowerPoint and Excel
• Clear, concise oral and written communication with a mastery of spelling and grammar
• Professional demeanor and presence
• Ability to work effectively with diverse personalities
• Strong attention to detail and accuracy
• Sensitivity to confidential matters
• Initiative and problem-solving mindset

Why Join Us

• We're growing rapidly and constantly evolving, allowing our team members to share their unique perspectives, solve new challenges, and own their careers.
• We're committed to supporting your happiness, health, and overall well-being by providing comprehensive benefits and perks, including:
• Flexible Work Environment: Off-season flex schedule allows you to balance your work and personal life while contributing to an exciting vision and team.
• Dynamic and Innovative Work: An opportunity to play a critical role within a rapidly growing firm with a supportive and collaborative culture.
• Growth Opportunities: A dynamic and supportive environment where your contributions will directly impact the firm's growth and success and share in the rewards.
• Collaborative Culture: A team-oriented culture that values innovation, entrepreneurial spirit, and growth mindset.
• Competitive Compensation: A comprehensive salary and benefits package, including performance-based incentives and growth opportunities.

MarksNelson Advisory, a Springline company, is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.