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Full-Time

Executive Assistant

Posted on 9/5/2024

Aprio

Aprio

1,001-5,000 employees

Business advisory and accounting services provider

Consulting
Financial Services

Senior

Atlanta, GA, USA

Category
Executive Support
Administrative & Executive Assistance
Required Skills
Communications
PowerPoint/Keynote/Slides
Requirements
  • Minimum of five years of executive-level administrative support experience, preferably within a professional services firm.
  • Bachelor's degree from an accredited college/university or equivalent work experience.
  • Proficient with Microsoft Office Suite applications, including Word, Excel, PowerPoint, and Outlook. Prefer experience with ClickUp.
  • Ability to work a flexible schedule and overtime as needed and to be in the Atlanta office approximately 4 days per week.
  • Excellent organizational skills with the ability to manage multiple priorities and meet deadlines.
  • Strong attention to detail and accuracy.
  • Professional demeanor and strong interpersonal skills.
  • Able to consistently demonstrate high quality in work and relationships.
  • Proactive and able to anticipate the needs of the executives.
  • Ability to adapt to changing priorities.
  • Ability to work independently and as part of a team.
  • Ability to work in a fast-paced environment.
  • Ability to maintain a high level of professionalism at all times.
Responsibilities
  • Provide high-level administrative support to several firm executives (Chief Operating Officer, Chief Financial Officer, and Chief Strategy Officer), working independently and proactively managing workloads and project timelines.
  • Manage calendars, schedule appointments, and coordinate meetings for the executives, including coordination of meeting agendas and pre-meeting materials.
  • Handle professionally sensitive and confidential business matters and assist with special projects.
  • Coordinate travel arrangements, including transportation, lodging, itinerary planning, and expense reports.
  • Act as a liaison between the executives and other departments, clients, and external stakeholders.
  • Assist with keeping track of projects and the teams’ performance metrics. Work with finance leadership on project updates, milestones, and new initiatives. Meet with staff or project teams, return communications, and relay instructions on behalf of the CFO.
  • Establish and maintain a rapport with internal clients and vendors.
  • Assist with event coordination and management of team events including scheduling group meetings, sending out invitations, reserving locations, arranging catering/food service, hotel accommodations, and ground transportation.
  • Work closely with other administrative assistants to complete all projects.
  • Prepare expense reports, manage email, and utilize critical thinking to solve problems.
  • Welcome guests and clients (in-person or on the telephone) and answer or direct inquiries.
  • Manage special projects as assigned by the executives.
  • Collaborate frequently with the Executive Assistant to the firm’s CEO.

Aprio provides business advisory and accounting services to help companies succeed. The firm specializes in tax, audit, and consulting services, catering to a wide range of clients from startups to established businesses. Aprio's team of experienced professionals collaborates with clients to create customized solutions that enhance growth and efficiency. Unlike many competitors, Aprio emphasizes a collaborative approach and invests in the professional development of its team, which contributes to its strong client relationships and high-quality service. The goal of Aprio is to assist businesses in navigating complex financial challenges and achieving their objectives.

Company Stage

N/A

Total Funding

$8.3M

Headquarters

Sandy Springs, Georgia

Founded

1952

Growth & Insights
Headcount

6 month growth

8%

1 year growth

8%

2 year growth

8%
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Simplify's Take

What believers are saying

  • The investment from Charlesbank Capital Partners will enable Aprio to invest in talent, technology, and corporate infrastructure, driving future growth.
  • Aprio's expansion into new markets, such as Texas and international capabilities with the Korean Audit Practice, indicates robust growth opportunities.
  • The addition of high-profile partners and leaders, like Mark Armstrong for the National Healthcare Practice, enhances Aprio's expertise and service offerings.

What critics are saying

  • The professional services market is highly competitive, requiring Aprio to continuously innovate to maintain its edge.
  • Rapid expansion and integration of new talent and practices could strain Aprio's resources and operational efficiency.

What makes Aprio unique

  • Aprio's collaborative approach and award-winning culture set it apart in the professional services market, fostering both client success and employee growth.
  • The strategic growth investment from Charlesbank Capital Partners positions Aprio for accelerated growth and enhanced client service, a significant advantage over competitors.
  • Aprio's broad range of services, from tax and audit to consulting, allows it to serve a diverse clientele, from startups to established enterprises, unlike firms that specialize in narrower niches.