Senior Executive Assistant

Referral Details

We greatly appreciate your referral, and we look forward to reviewing the qualifications of the candidate you've recommended. Here's a brief overview of the process: After you've completed this referral form, your recommended candidate will be directed to apply for the specific role through our website. This step is crucial for Wipfli to remain compliant with federal laws and to ensure a fair and transparent selection process. Once their application is received, our Talent Acquisition team will evaluate their qualifications, including how well they align with the requirements of the role and the broader needs of our organization. Your referred candidate will remain in our candidate database for future opportunities, offering them additional chances to become part of our team. As the referrer, your role in the recruitment process is to bring potential talent to our attention. We ask that you refrain from discussing updates on the candidate's status, out of respect for their personal consideration. Our Talent Acquisition team will provide you with a final update once the candidate has been informed of their application status. Throughout this process, we may reach out to you with questions or additional information to ensure a seamless and effective referral experience. Thank you for your invaluable contribution to our recruitment efforts, and we sincerely appreciate your understanding and support throughout this process.

If you would like to read more about referral bonus eligibility, please visit InSite: https://wipflillp.sharepoint.com/sites/WipfliAssociateHandbook/SitePages/Associate-Referral-Bonus-Program.aspx

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