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Sr.Administrative Assistant - Public Companies & Private Equity

Company: CBIZ
Location: Providence
Posted on: November 22, 2021

Job Description:

Job Description
With over 100 offices and nearly 5,000 associates throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.

CBIZ has been honored to be the recipient of several national recognitions:

  • 2020 Best Workplaces in Consulting & Professional Services by Great Place to Work--
  • 2020Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence
  • Top Best and Brightest Companies to Work For in the Nation
  • 2020 Healthiest 100 Workplace in America
  • 2021 Top Workplaces USA Together, CBIZ and Mayer Hoffman McCann P.C. (MHM) are ranked as one of the top providers of accounting services in the United States. MHM is an independent CPA firm that provides audit, review and attest services, while CBIZ provides, business consulting, tax and financial services.

    Essential Functions and Primary Duties

    This position will provide administrative support to members of the New England Public Company and Private Equity teams. He/she will perform a variety of administrative duties to effectively maximize the productivity and time of his/her designated internal clients.

    This individual will support C suite level professionals in a very fast paced, client-centric environment. This individual will be both a leader and a great team member and will consistently striving to improve our client service delivery, the mechanics behind such delivery and well as be a positive include on the NE Region as a whole.
    • Lead projects focused on improving efficiency and effectiveness of various Revenue Team operational processes.
    • Conduct research and produce reports related to client activity, financial performance and resource needs.
    • Provide administrative support to executive-level team members on a daily basis, including complex calendar management, preparation of expense reports and client correspondence and other needs, as assigned.
    • Prepare engagement letters by customizing and modifying approved templates to accurately reflect the scope of work. Ensure documents are client through management of the process, and make suggestions for improvement.
    • Lead internal and external meeting management for Leadership supports, including site/venue selection, agenda, materials creation, pre and post event participant communication audio visual and catering coordination.
    • Work collaboratively with other administrators to ensure efficient departmental operations.
    • Perform additional responsibilities as assigned. Preferred Qualifications
      • Prior experience in the public accounting industry or a professional services environment a plus but not required.
      • Ability to effectively manage projects to completion within stated deadlines
      • Strong initiative and independent problem solving skills as well as the ability to work well within teams as well as lead teams to achieve desired objectives.
      • Working knowledge of CaseWare, Practice Engine, Concur, and ProStaff a plus, but not required. Qualifications Required
        • 5 or more years of executive administrative experience in a fast paced, deadline driven professional office environment
        • High School diploma or GED required; Bachelor's degree preferred
        • Highly competent in Microsoft Office applications (Outlook, Word, Excel, and PowerPoint) and Adobe Acrobat DC
        • Fast learner with additional technology including DocuSign, CaseWare, Amelio, etc.
        • Demonstrated ability to communicate effectively both verbally and in writing throughout all levels of an organization, internally and externally
        • Professional discretion and the ability to handle sensitive and confidential information
        • Ability to prioritize work, multi-task and complete assignments independently
        • Ability to work in a team environment, and lead teams where needed
        • Flexibility to work outside of standard business hours and a clear appreciation on what it means to provide exceptional service to your clients.

          If you are a qualified individual with a disabilityyou may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling [ Phone number blocked ] (toll free)or send an email to [ Link Removed ] .


          CBIZ is an affirmative action-equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit these following pages [ Link Removed ] and [ Link Removed ] .

          [ Link Removed ]

Keywords: CBIZ, Providence , Sr.Administrative Assistant - Public Companies & Private Equity, Administration, Clerical , Providence, Rhode Island

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