Full-Time

Administrative Assistant

Posted on 2/20/2025

HCVT

HCVT

501-1,000 employees

Provides financial advisory, tax, and audit services

Consulting
Financial Services
Real Estate
Entertainment

Senior

Fort Worth, TX, USA

This position requires 2-3 days per week in the office.

Category
Administrative & Executive Assistance
Administrative Support
Required Skills
Visio
Word/Pages/Docs
Data Analysis
Excel/Numbers/Sheets

You match the following HCVT's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • Strong work history with a minimum of five (5) years of experience as an administrative assistant
  • Professional demeanor and ability to interface with the partner group and client personnel
  • A high level of personal integrity and professional ethics
  • Strong communication skills both written and verbal; ability to communicate directly with client personnel, internal teams and external advisors
  • Able to work effectively in a dynamic work environment
  • Exceptional organizational skills and attention to detail
  • Ability to prioritize and manage multiple projects, work quickly and efficiently under pressure
  • Highly developed skills with Microsoft Office including Word, Excel, Outlook, Power Point, Visio and Adobe Acrobat
  • Strong interpersonal skills; a team player
  • Must be assertive and able to speak up when necessary and ask questions as appropriate
  • Forward-thinking with the ability to take initiative and to stay a step ahead
  • Demonstrated ability to approach challenges with flexibility and a 'can-do' attitude
Responsibilities
  • Responsible for general administrative tasks such as, filing, travel & expense reports, phone support
  • Act as liaison for Fort Worth professionals to schedule meetings with client or outside advisor personnel
  • Responsible for assisting with presentations, procedural documentation, operation manuals, and workflow charts
  • Responsible for gathering raw data from various sources and develop strategies to analyze and simplify data into reports and visualizations to communicate findings effectively
  • Responsible for working with designated client business unit teams to maintain structure charts, obtain entity tax identification numbers, and prepare certain tax elections
  • Work with client’s legal department and outside legal counsel to maintain final entity and transaction legal documents
  • Client onboarding and maintenance, including preparation of engagement letters, preparing billing reports, and invoicing
  • Maintain knowledge of Firm policies and procedures, and answer, refer or direct requests and inquiries
Desired Qualifications
  • Background in Legal, Financial or Accounting industries would be ideal

HCVT offers advisory, tax, and audit services to high-net-worth individuals, families, and businesses, primarily in California. Their services include M&A Advisory, Valuation Advisory, and CFO Advisory, which help clients navigate various stages of their business lifecycle. HCVT stands out from competitors by combining Big Four and Middle Market Investment Banking experience to provide practical financial guidance. The firm's goal is to be a trusted financial partner, assisting clients in achieving their financial objectives.

Company Size

501-1,000

Company Stage

N/A

Total Funding

N/A

Headquarters

Los Angeles, California

Founded

1991

Simplify Jobs

Simplify's Take

What believers are saying

  • Growing demand for ESG advisory services boosts HCVT's market potential.
  • Increased interest in digital transformation consulting benefits HCVT's financial sector clients.
  • Rising need for cybersecurity advisory services enhances HCVT's service offerings.

What critics are saying

  • Emerging fintech companies threaten HCVT's market share with automated solutions.
  • Talent shortage in accounting may increase HCVT's recruitment costs.
  • California's proposed tax law changes could complicate HCVT's tax planning services.

What makes HCVT unique

  • HCVT offers specialized services in M&A, valuation, and CFO advisory.
  • The firm has a strong focus on California's complex tax environment.
  • HCVT combines Big Four and Middle Market Investment Banking experience.

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Benefits

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Company News

HCVT
Sep 7th, 2023
HCVT In the News

HCVT Founding Partner Jim Carlin receives prestigious Humanitarian Award from National Jewish Health.

HCVT
Apr 18th, 2023
HCVT In the News: Holthouse Carlin & Van Trigt LLP

In a testament to the firm’s focus on DEI, HCVT has also ranked in the top 10 in all four diversity categories.