Job Description

Overview

The Executive/AR Assistant is a highly organized and detail-oriented professional responsible for providing direct administrative support to firm partners while managing accounts receivable for partner clients. This role demands proactive communication, excellent judgment, and the ability to juggle multiple priorities in a fast-paced professional environment.

Responsibilities

• Serve as a trusted administrative partner to firm executives, anticipating needs and managing priorities.
• Coordinate calendars, appointments, meetings, and travel logistics.
• Draft and prepare professional correspondence, presentations, and reports.
• Handle client communications, calls, and Zoom meetings with discretion and professionalism.
• Support client meetings, proposals, and special initiatives.
• Coordinate all steps of the Client Take-On process, including information gathering, approvals, and system setup.
• Maintain systems logins and facilitate updates for staff and clients.
• Uphold strict confidentiality and professionalism in all matters.
• Manage accounts receivable activities, including reviewing aging reports, following up on outstanding invoices, and reconciling payments.
• Facilitate timely collections with both partners and clients.
• Ensure accurate documentation of transactions, receipts, and financial support materials.

Requirements

• 2+ years of administrative experience in a fast-paced professional environment.
• Strong organizational skills with the ability to manage multiple priorities simultaneously.
• Excellent written and verbal communication skills.
• Proficiency with Microsoft Office Suite; experience with financial or accounting systems is a plus.
• Strong attention to detail and a high level of accuracy.
• Professional judgment, discretion, and confidentiality.
• Adaptability and comfort managing shifting priorities.
• Ability to work independently while collaborating effectively with a dynamic team.

Compensation

The salary for this position ranges from $65,000 to $90,000.

Skills Required

Experience Required

3-4 years