Executive Assistant, Easc
Current- Assist over 10 Partners and Managers in Advisory and Audit specialty areas in the firm. Conduct thorough research using clients and markets tools and participated in account planning meetings and calls to provide valuable insights. - Maintain an up-to-date client relationship management system by entering and updating opportunities, contacts, activities, and entities. - Manage email and calendar activities, scheduled meetings, drafted email correspondence, and organized virtual meetings and conference calls.- Produce and edit various engagement documents such as engagement letters, master service agreements, and scope of work with high accuracy and consistency. - Coordinate with Engagement Setup Administrators and Engagement Management Coordinators to ensure efficient engagement setup and support. - Resolve external client billing schedules and approved invoices on behalf of partners and managing directors. - Develop and monitor team SharePoint sites, onboarded new team members, and procured technology and equipment for them.