Full-Time

Administrative Assistant

Confirmed live in the last 24 hours

HCVT

HCVT

501-1,000 employees

Provides financial advisory, tax, and audit services

Consulting
Financial Services

Junior, Mid

Fort Worth, TX, USA

Requires in-office presence in Fort Worth, TX for a minimum of two days a week.

Category
Administrative & Executive Assistance
Administrative Support
Requirements
  • Strong work history with 3+ years of relevant experience.
  • Professional demeanor and ability to interface with the partner group.
  • A high level of personal integrity and professional ethics.
  • Excellent written and oral communication skills.
  • Superior organizational skills with an excellent 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 and Power Point (Acrobat a plus).
  • Demonstrated ability to approach challenges with flexibility and a 'can-do' attitude.
  • Background in Legal, Financial or Accounting industries would be ideal.
Responsibilities
  • Responsible for general administrative tasks such as presentations, correspondence, filing, travel & expense reports, phone support, greeting visitors on occasion, etc.
  • Acting as liaison for Ft. Worth professionals in order to schedule meetings with client or outside advisor personnel.
  • Processing mail, highlighting action or important items, attaching relevant files or information, and assuming responsibility for responding when appropriate.
  • Responsible for working with designated client business unit teams to maintain structure charts, obtain entity EINs, and prepare/file certain tax elections.
  • Works with client’s legal department and outside legal counsel to maintain final entity and transaction legal documents.
  • Responsible for planning of periodic on-site and offsite meetings (preparing agenda, presentations, coordinating with hotels for necessary set-up, etc.).
  • Maintain knowledge of Firm policies and procedures and answering, refer or directing requests and inquiries.

HCVT offers financial services including advisory, tax, and audit services, focusing on high-net-worth individuals, families, and businesses in California. Their services encompass M&A Advisory, Valuation Advisory, and CFO Advisory, helping 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 guidance. The firm's goal is to be a trusted financial partner, assisting clients in achieving their financial objectives.

Company Stage

N/A

Total Funding

N/A

Headquarters

Los Angeles, California

Founded

1991

Growth & Insights
Headcount

6 month growth

0%

1 year growth

0%

2 year growth

0%
Simplify Jobs

Simplify's Take

What believers are saying

  • HCVT's specialized knowledge in California's complex tax environment can provide significant tax savings and compliance benefits for clients.
  • The firm's comprehensive service offerings, from M&A advisory to CFO advisory, make it a one-stop shop for businesses at various stages of their lifecycle.
  • HCVT's supportive, employee-centric culture and industry accolades make it an attractive workplace for top talent.

What critics are saying

  • The firm's strong focus on California could limit its growth opportunities in other states or regions.
  • Dependence on high-net-worth individuals and specific sectors like real estate and entertainment may expose HCVT to market volatility.

What makes HCVT unique

  • HCVT's strong focus on California allows it to specialize in the state's unique tax and regulatory environment, unlike national firms with a broader but less specialized focus.
  • The firm's blend of Big Four and Middle Market Investment Banking experience provides clients with both high-level strategic insights and practical, actionable advice.
  • HCVT's commitment to diversity, equity, and inclusion (DEI) is reflected in its top 10 ranking in all four diversity categories, setting it apart from many competitors.

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