Executive Assistant

Our Firm
Sorren is a top 50 national advisory firm that blends deep expertise with a human-first approach. We don’t just work with numbers—we work with people, building lasting relationships and delivering strategic solutions in accounting, tax, advisory, and wealth management. 

At Sorren, we believe that success is a shared journey. Our culture fosters collaboration, innovation, and professional growth, ensuring that every team member has the support and opportunities they need to thrive. We offer a high-performing yet balanced work environment where career development and personal well-being go hand in hand. 

We’re committed to helping you grow, whether that means advancing your career, expanding your expertise, or achieving a fulfilling work-life balance. Because at Sorren, your success is our success. 

Your Journey
Our team members support the firm by delivering timely, accurate work and maintaining clear communication. They take ownership of their development, seek feedback, and build strong relationships. By managing responsibilities effectively and aligning their efforts with firm values, they establish a foundation for long-term success and growth.  All team members are expected to excel in Relationships, Communication, Quality Service, Operational Excellence, and Innovation & Growth, contributing to the firm’s success through collaboration, exceptional service, and continuous growth.
 

Position Summary:

Overview

Sorren is looking for an Executive Assistant to provide professional-level support for our Office Partner-In-Charge based in Madison, WI. This is a highly responsible administrative and professional role that requires a high degree of accuracy, accountability, attention to detail, and confidentiality.

Our Firm

Sorren is a top 50 national advisory firm that blends deep expertise with a human-first approach. We don’t just work with numbers—we work with people, building lasting relationships and delivering strategic solutions in accounting, tax, advisory, and wealth management.

At Sorren, we believe that success is a shared journey. Our culture fosters collaboration, innovation, and professional growth, ensuring that every team member has the support and opportunities they need to thrive. We offer a high-performing yet balanced work environment where career development and personal well-being go hand in hand.

We’re committed to helping you grow, whether that means advancing your career, expanding your expertise, or achieving a fulfilling work-life balance. Because at Sorren, your success is our success.

Essential Job Functions

· Plan and orchestrate work to ensure that senior executives’ priorities are met, organizational goals are achieved, and best practices are upheld

· Prepares agendas, sends notices, and attends meetings and work sessions for the purpose of providing information, recording minutes, and supporting the needs of other attendees.

· Conducts advanced clerical research and obtains pertinent materials and information for meetings and reports.

· Prepares, proofreads, edits, and distributes email correspondence, memoranda, charts, and reports.

· Processes incoming and outgoing communication for the Office Partner-In-Charge.

· Creates and maintains electronic databases, spreadsheets, and logs.

· Works independently on projects and initiatives assigned by the Office Partner-In-Charge.

· Serves as a communications link between the Office Partner-In-Charge and both internal and external stakeholders.

· Coordinates conference and travel plans if needed.

· Assists with overall organization and execution of business-related office events.

· Coordinates with national marketing team on local marketing campaigns.

Required skills and qualifications

· 4 or more years of experience in an administrative role reporting directly to upper management

· Excellent written and verbal communication skills

· Strong time-management skills and an ability to organize and coordinate multiple concurrent projects

· Proficiency with office productivity tools and an aptitude for learning new software and systems

· Proven experience and ability to maintain confidentiality of information.

· Flexible team player, willing to adapt to changes, and unafraid of challenges

The above list is a summary of the functions of the job, not an exhaustive or comprehensive list of all possible job responsibilities, tasks, and duties.

Responsibilities

• Provide executive administrative support, including managing calendars, scheduling meetings, and coordinating travel arrangements.
• Assist in event planning and execution, ensuring all details are handled professionally and efficientl