Advisory Executive Assistant

Location: Atlanta,Georgia,United States

Advisory Executive Assistant

Why Windham Brannon:
Windham Brannon is a recognized leader in providing assurance, tax and advisory services to clients both nationally and globally. We believe that best-in-class client service starts by creating exceptional outcomes for our people – by offering more to our team, we can offer even more to our clients. Our award-winning culture has been consistently recognized for helping our people achieve success and fulfillment in their work and personal lives. We are dedicated to providing all of our employees a diverse, equitable and inclusive environment that allows our professionals to live a balanced lifestyle between their work responsibilities and personal commitments.

Offering more for your career…
Windham Brannon understands that a successful career requires continuously learning and gaining knowledge in your profession. That’s why we prioritize the following for our people. 
•    Coaches who are dedicated to your career growth and development, helping you thrive in the workplace
•    Referral, performance, and business development bonus opportunities 
Offering more for your life…
Our competitive benefits package is designed to positively impact your life outside of work. 
•    Hybrid and flexible work environment
•    Employer-paid dependent care, life insurance, disability, accident and critical illness, and pet insurance
•    401(k) plan with company matching
•    PTO, paid holidays, and summer hours 

Offering more for your community…
Windham Brannon believes that we succeed as a firm when those in our community can succeed, too. Our WB Foundation regularly contributes to charities supported by our employees and friends of the month, and we provide regular volunteer support to several not-for-profit organizations throughout the year. 

Our advisory practice is growing, and we are looking to add an Executive Assistant…

The ideal candidate will be experienced in handling a wide range of administrative and executive support-related tasks and will be able to work independently with little or no supervision. This person must be exceedingly well-organized, flexible, and enjoy the administrative challenges of supporting a team.

What you will do..
Administrative Coordination & Team Support
•    Coordinate with team members across Advisory to ensure consistent administrative practices, proactively identifying opportunities to streamline cross-functional responsibilities and improve service efficiency.
•    Maintain staff scheduling and lead the staff availability call.
•    Coordinate and support other advisory administrative personnel, following up as necessary to ensure accuracy and consistency.
•    Assist service lines with Human Resources compliance, including following up on staff performance reports and mandated evaluations. In addition, role will support the onboarding of new team members within Advisory.  
•    Participate in recurring admin touch-bases with firm administrative leadership and lead training calls with new and existing admin staff.
•    Download client bank and credit card statements.
•    Assist with assembly and filings of certain compliance filings (ie, annual 1099’s). 

Document Preparation & Correspondence
•    Draft, format, and proof practice correspondence, reports, presentations, articles, engagement letters, NDAs, SOPs, BAAs and client deliverables, ensuring consistency with established Firm standards.
•    Manage distribution of advisory engagement letters and client document requests. Understanding of Attorney-Client Privileged projects and production.
•    Draft invoices for engagements requiring retainers or initial billings.
•    Assist staff with organizing and retaining client documents, including light analysis and data entry.
•    Create ShareFile sites for clients, activate accounts, and troubleshoot access issues.
•    Set up Microsoft Teams channels with appropriate folder and subfolder structures, migrating documents from ShareFile as needed.
•    Strong advanced excel skills required. 

Calendar, Meeting & Event Management
•    Manage and organize calendars; schedule internal and external meetings.
•    Prepare agendas, screen-share materials, and pipeline reviews for recurring team meetings.
•    Forward recurring meeting series to new staff during onboarding.
•    Order and coordinate meals; take meeting notes when requested.
•    Help coordinate team-building events and distribute calendar invitations to all participants.
•    Make group reservations for client meetings and team events.
•    Help plan and execute the annual Advisory Retreat.
•    Prepare PowerPoint materials for the Qu