Executive Assistant to the CEO

What You’ll Be Part Of

You will be part of a fast-paced administrative and client support team responsible for supporting executive operations, client communication, and internal coordination across accounting, bookkeeping, and finance functions. This role works closely with company leadership to help maintain organization, responsiveness, and operational efficiency.

Why This Role Matters

As an Executive & Client Support Coordinator, you help ensure smooth day-to-day operations, timely client communication, and effective coordination between internal teams and external vendors. Your work directly impacts client experience, executive productivity, and overall business organization.

What You’ll Do

• Manage CEO calendar scheduling, meetings, and travel coordination
• Handle client communication through CRM systems and email correspondence
• Follow up on missing documents and provide timely client updates
• Serve as a gatekeeper for incoming issues and resolve matters when possible
• Coordinate communication between bookkeeping, tax, and finance teams
• Communicate with vendors including QuickBooks, ADP, Gusto, IRS, and related service providers
• Support the CEO and Office Manager with administrative and operational tasks
• Assist with content capture and basic social media support when needed

What We’re Looking For

• Strong attention to detail and organizational skills
• Ability to multitask and think quickly in a fast-paced environment
• Proactive problem-solving mindset with strong sense of ownership
• Professional communication skills with clients, vendors, and internal teams
• Ability to independently research and resolve unfamiliar issues
• Reliable transportation and ability to work primarily in-person

Work Environment & Availability

• Located in the Phoenix area, preferably North Phoenix
• Available Monday–Friday, full-time (40 hours/week)
• Able to work in-person at least 3 days per week
• Willing to work fully in-person during the first 3–6 months
• Flexible for occasional weekend event support with adjusted comp time

Bonus Qualifications

• Basic accounting or tax knowledge
• Experience within an accounting or professional services environment
• Familiarity with CRM systems, scheduling platforms, and office communication tools

Onboarding & Training

First 30 Days – Training & Immersion

• Learn company systems, workflows, and communication tools
• Shadow the CEO and Office Manager on daily operations
• Gain understanding of the client lifecycle and service offerings

Equal Employment Opportunity

We are an Equal Employment Opportunity employer and do not discriminate based on race, color, religion, sex, national origin, age, disability, veteran status, or any other protected status under applicable law. All qualified applicants will receive consideration for employment without regard to any legally protected characteristics.

Work Location: Hybrid remote in Phoenix, AZ 85074