We are looking for an Executive Assistant to support senior leadership within a mission-driven non-profit organization. This contract opportunity has the potential to become permanent and is ideal for someone who excels at keeping schedules organized, managing logistics, and ensuring day-to-day executive operations run smoothly. The person in this role will serve as a dependable partner to leadership by coordinating priorities, handling travel planning, and supporting important meetings with professionalism and discretion.<br><br>Responsibilities:<br>• Manage complex executive calendars, prioritize scheduling needs, and ensure leaders are well prepared for daily commitments.<br>• Arrange domestic and regional travel plans, including itineraries, reservations, and schedule adjustments as needed.<br>• Coordinate travel logistics from start to finish to help executives move efficiently between meetings and events.<br>• Organize executive meetings by preparing schedules, confirming attendance, and supporting follow-up activities.<br>• Serve as a central point of coordination for appointments, meeting requests, and changing priorities.<br>• Monitor deadlines and upcoming commitments to help leadership stay on track with key obligations.<br>• Provide administrative support that strengthens communication, organization, and overall executive productivity.
<p><strong>Key Responsibilities</strong></p><ul><li><strong>Data Entry & Client Information Management:</strong> Accurately enter, update, and maintain client records and information within internal databases and workflow systems.</li><li><strong>Document Review:</strong> Review financial, tax, and client documentation to ensure completeness, accuracy, and compliance with internal procedures before processing.</li><li><strong>Document Management:</strong> Manage the intake, organization, scanning, filing, and electronic storage of client documents. Ensure documentation is complete, secure, and readily accessible when needed.</li><li><strong>Client Research & Issue Resolution:</strong> Retrieve client information upon request and assist with resolving client questions related to digital platforms, document submissions, and electronic processes.</li><li><strong>Return Processing & Filing Support:</strong> Prepare completed returns and related documents for electronic submission and distribution while adhering to established procedures and deadlines.</li><li><strong>Workflow Monitoring:</strong> Monitor processing statuses, identify exceptions or errors, and perform follow-up activities to ensure timely completion of work and adherence to service expectations.</li><li><strong>Client Communication & Support:</strong> Assist clients with document requests, onboarding activities, electronic signatures, secure document exchange, and return delivery processes.</li><li><strong>Shared Mailbox & Request Management:</strong> Manage incoming requests through shared communication channels, route inquiries appropriately, process routine requests, and follow up as needed.</li><li><strong>Quality Assurance:</strong> Conduct reviews to ensure compliance with company policies, regulatory requirements, and established procedures. Verify the accuracy and consistency of information prior to final processing.</li></ul><p><br></p>