Somich & Associates CPAs
Personal Assistant to President
Somich & Associates CPAs, Willoughby, Ohio, United States, 44094
Overview
Somich & Associates CPAs is a growing CPA and advisory firm focused on delivering exceptional client service while building a modern, people-first professional services organization. We pride ourselves on collaboration, accountability, innovation, and continuous improvement. We are seeking a highly organized, proactive Personal Assistant to support our President and help keep daily operations running smoothly. Position Summary
The Personal Assistant will provide high-level administrative, organizational, and operational support to the President. The ideal candidate is proactive, detail-oriented, highly organized, professional, and thrives in a fast-paced environment. Key Responsibilities
Manage calendars, appointments, meetings, and deadlines to maximize leadership effectiveness Coordinate travel arrangements (both work and personal) and itineraries Prepare correspondence, reports, presentations, meeting agendas, and documents Assist with client communications and scheduling Support onboarding processes for new clients Coordinate internal and external events, meetings, and Firm initiatives Serve as a liaison between President, department heads, and staff Coordinate leadership meetings, retreats, and planning sessions Assist with special projects, reporting, and workflow improvements Maintain organized filing systems (electronic and physical) Track projects, deadlines, and task follow-ups Run personal errands Assist with scheduling and managing personal administrative and private estate needs Handle confidential information with discretion and professionalism Qualifications & Skills
3+ years of personal assistant, administrative, or executive assistant experience Experience supporting Partners and/or Executives in a professional services environment (CPA firm, law firm, consulting firm, or similar) preferred Strong organizational and time-management skills Excellent written and verbal communication abilities High level of discretion and professionalism Ability to anticipate needs and work proactively Tech-savvy: MS 365, Google Workspace, scheduling software, CRM systems Key Competencies
Strong attention to detail Proactive problem-solving Excellent interpersonal and communication skills Adaptability in fast-paced environments Professional judgment and confidentiality Benefits & Perks
Competitive compensation Health, dental, and vision insurance Paid time off and holidays Retirement plan with employer contribution Professional development opportunities Supportive, collaborative firm culture
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Somich & Associates CPAs is a growing CPA and advisory firm focused on delivering exceptional client service while building a modern, people-first professional services organization. We pride ourselves on collaboration, accountability, innovation, and continuous improvement. We are seeking a highly organized, proactive Personal Assistant to support our President and help keep daily operations running smoothly. Position Summary
The Personal Assistant will provide high-level administrative, organizational, and operational support to the President. The ideal candidate is proactive, detail-oriented, highly organized, professional, and thrives in a fast-paced environment. Key Responsibilities
Manage calendars, appointments, meetings, and deadlines to maximize leadership effectiveness Coordinate travel arrangements (both work and personal) and itineraries Prepare correspondence, reports, presentations, meeting agendas, and documents Assist with client communications and scheduling Support onboarding processes for new clients Coordinate internal and external events, meetings, and Firm initiatives Serve as a liaison between President, department heads, and staff Coordinate leadership meetings, retreats, and planning sessions Assist with special projects, reporting, and workflow improvements Maintain organized filing systems (electronic and physical) Track projects, deadlines, and task follow-ups Run personal errands Assist with scheduling and managing personal administrative and private estate needs Handle confidential information with discretion and professionalism Qualifications & Skills
3+ years of personal assistant, administrative, or executive assistant experience Experience supporting Partners and/or Executives in a professional services environment (CPA firm, law firm, consulting firm, or similar) preferred Strong organizational and time-management skills Excellent written and verbal communication abilities High level of discretion and professionalism Ability to anticipate needs and work proactively Tech-savvy: MS 365, Google Workspace, scheduling software, CRM systems Key Competencies
Strong attention to detail Proactive problem-solving Excellent interpersonal and communication skills Adaptability in fast-paced environments Professional judgment and confidentiality Benefits & Perks
Competitive compensation Health, dental, and vision insurance Paid time off and holidays Retirement plan with employer contribution Professional development opportunities Supportive, collaborative firm culture
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