Job Information
Elevated Advisory and Accounting Executive Assistant in Kalispell, Montana
Company Overview:
At Elevated Advisory & Accounting, we provide expert financial and advisory services with a commitment to integrity, innovation, and excellence. We are looking for a dynamic Executive Assistant to support our CEO in managing daily operational and administrative tasks, ensuring efficiency and smooth functioning of the business.
Position Summary:
As the Executive Assistant to the CEO, you will be a pivotal force in the management of both professional and personal tasks, aimed at optimizing the CEO’s workflow. Your role will cover a wide range of responsibilities from handling bookkeeping tasks to managing communications and coordinating with outsourced services. This position requires a high level of discretion, organizational skills, and proactive problem-solving.
Key Responsibilities:
Assist in basic bookkeeping and financial administration, including spreadsheet management and data entry.
Manage the CEO’s calendar, including scheduling meetings, appointments, and travel arrangements.
Handle email and phone communications, ensuring all messages are responded to promptly and directed to the appropriate staff when necessary.
Provide exceptional customer service, acting as a liaison between the CEO, clients, and staff.
Run personal and professional errands to help streamline the CEO’s daily activities.
Serve as the primary point of contact for external service providers and coordinate the execution of outsourced tasks.
Prepare and organize documents, reports, and presentations as required.
Implement and maintain systems for efficient information management and retrieval.
Assist with ad hoc projects and tasks to support the CEO’s objectives and personal commitments.
Qualifications:
Proven experience as an Executive Assistant, Administrative Assistant, or similar role.
Excellent organizational and time management skills.
Strong verbal and written communication skills.
Proficiency in Microsoft Office Suite, especially Excel, and familiarity with accounting software.
Ability to handle confidential information with discretion.
High school diploma required; further education or certification in Business Administration or related fields preferred.
What We Offer:
The opportunity to work closely with senior leadership in a supportive and vibrant environment.
A role that is critical to the daily success of our leadership and the broader strategic goals of the company.
Competitive salary and benefits package.
Flexibility in work hours and some remote work options.
Department
Operations Department
Employment Type
Full-Time
Minimum Experience
Mid-level
Compensation
$18-$22