Senior Executive Assistant

Overview

At Wipfli, people count.

 

At Wipfli, our people are core to everything we do—the catalyst behind our ability to create exceptional impact and extraordinary results.

 

We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.

 

People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.

Responsibilities

This position administratively supports a Wipfli Partner who is on the Board of Directors and leads Client Advisory Services Growth, as well as the Client Advisory Services Growth team. The position is 100% in person in our Naperville, IL office.

 

Responsibilities: 

 

• Act as a strategic advisor; anticipate and prioritize tasks to ensure the Partner's time, attention, and energy are focused and organized
• Manage a complex and ever-changing schedule, prioritizing competing demands in a fast-paced environment and ensuring effective organization
• Maintain and update client databases (e.g. Microsoft D365, Workday) to ensure an accurate record of client information and leads
• Act as a resource for a team of associates by managing communications and coordinating resources to ensure a timely response to prospects
• Plan and coordinate travel, internal team meetings, and events, including preparation of agendas and materials, taking notes, and ensuring follow-up on action items
• Review interim/draft proposals and final deliverables to ensure compliance with proofing standards and reporting templates
• Assist team leaders prepare for meetings by preparing reports from existing dashboards and drafting presentations to enable business development activities
• Serve as a liaison between the Partner and internal/external stakeholders, providing seamless communication and follow-up

Knowledge, Skills and Abilities

Qualifications:

 

• Associate degree or equivalent combination of education and work experience
• 7+ years of experience as an executive assistant or directly and administratively supporting senior leadership in a professional services environment
• Project management experience and high ability to collaborate
• Proficient with Microsoft Office (e.g. Word, PowerPoint, Excel, and Outlook)
• Previous experience utilizing a customer relationship management solution (such as Dynamics 365 or Salesforce) is preferred
• Ability to plan, prioritize, and organize work effectively while handling multiple projects at once, assigned from multiple people
• High attention to detail and the ability to work under pressure and time deadlines
• Ability to analyze data and recommend solutions
• Excellent written and verbal communication and presentation skills
• Ideal candidate is a proactive, self-motivated individual who can work independently and take initiative with minimal oversight

 

Carly Seidl, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect!

 

#LI-onsite #LI-CS1

Additional Details

Additional Details:

 

Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws.

 

Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at hr@wipfli.com

 

Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $66,000-89,000, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws. 

 

Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance. 

 

Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity