What are the responsibilities and job description for the Executive Assistant position at JRBT?
Executive Assistant
About JRBT
JRBT has earned a reputation for being one of the best accounting firms in Texas. But we’ve also come to be known as one of the best places to work. Founded in Waco in 1913, JRBT is a mid-sized accounting firm located in a dynamic, growing community. We are consistently recognized for our service to clients and the local community, voted as “Waco’s best accounting firm” year after year. We’ve also attracted national attention, having been named to Inside Public Accounting’s Top 200 Firms list. Among the many reasons for our continued success is our team of bright, dedicated professionals. But the real foundation for our success is our culture—one that has been carefully maintained for more than 100 years. We’ve worked hard to create an environment that places value on family, hard work, community service, mutual respect, and the common goal of exceeding clients’ expectations.
About the Position
JRBT is seeking a full-time Executive Assistant for the Assurance Department. Someone successful in this position will be highly motivated and be an effective communicator with exceptional customer service skills. This individual must possess the ability to be detail focused while maintaining high quality standards. The ideal candidate must be highly organized and demonstrate the ability to prioritize shifting workloads.
Essential Duties and Responsibilities:
- Drafting and issuing reports, proposals, and other client communications
- Sending confidential and non-confidential client documents by mail, email, and other applications as noted below
- Supporting partners and managers with coordinating and scheduling of internal and external meetings with related preparation and follow-ups
- Managing client onboarding, including welcome communications, document collection, and scheduling
- Assisting audit and consulting teams with special tasks as requested
- Maintaining accurate client records in the practice management system
- Answering client calls
- Maintaining department administrative files/databases
- Maintaining audit copier and workroom area
- Other duties as required or needed
Required Skills and Abilities:
- Advanced proficiency in Microsoft Office Suite (Word, Excel, Outlook, and PowerPoint) and Adobe
- Polished, professional demeanor with a passion for client service
- Proactive problem-solver who anticipates needs of internal and external customers
- Excellent and concise verbal and written communication skills
- High degree of discretion, professionalism, and confidentiality
- Ability to produce high quality work with high attention to detail
- Proficient in learning emerging technologies and/or experience with databases and file systems such as SafeSend and Suralink
- Excellent organization and time management skills with a proven ability to manage multiple priorities from different supervisors while meeting deadlines
- Handles duties without prompting and advises in advance of issues or delays
Education and Experience:
- Minimum of High School Diploma or GED required
- Minimum 5 years’ experience in an office environment providing multi-level administrative support to an executive
- Familiarity with accounting terminology is a plus
Benefits:
JRBT offers competitive pay and a full benefits package. Total benefits package includes medical, dental, vision, life, and disability insurance and a 401(k) plan.
Job Details:
This position is onsite, non-exempt.
Core hours: 8:00 am – 5:00 pm with a one-hour lunch break.
Job Type: Full-time
Pay: From $60,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Employee assistance program
- Flexible schedule
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Professional development assistance
- Referral program
- Vision insurance
Schedule:
- Monday to Friday
Work Location: In person
Salary : $60,000
