Executive Administrative Assistant Job at Engtal, Skokie, IL

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  • Engtal
  • Skokie, IL

Job Description

Executive Administrative Assistant

Location: Skokie, IL

We are partnered with a full-service CPA firm with an excellent family-oriented approach, serving clients for over 50 years of business. They provide accounting, tax, and business consulting services to individuals, small business owners, and entrepreneurs. With a specialty in real estate accounting and a "One Firm Way" approach, the firm delivers high-quality, customized solutions to clients locally and nationwide.

This Executive Assistant role is a key part of the firm's leadership team, supporting the CEO and COO and helping reinforce the firm’s culture, mission, and values.

Key Responsibilities Include:

Executive Support

  • Manage calendars and scheduling for CEO and COO
  • Monitor voicemail and handle general inquiries
  • Coordinate internal and client-facing events
  • Time entry, project tracking, and staff hours review

Sales, Marketing & Client Support

  • Coordinate email campaigns and maintain contact databases
  • Liaise with third-party marketing consultants
  • Support sales forecasting and pipeline reporting
  • Manage proposals and sales meeting follow-ups
  • Track leads, prospects, and referrals in CRM
  • Assist with client introductions and outreach templates

Database & Technology Support

  • Maintain and clean up firm databases
  • Perform data entry (leads, prospects, affiliates, referrals)
  • Assist with SafeSend Exchange and Signature tools
  • Help prepare and send engagement letters

Qualifications

  • Experience supporting business development or in a professional organizer role
  • Strong organizational, communication, and time management skills
  • Ability to multitask, prioritize, and work independently
  • Excellent written and verbal communication skills
  • Strong analytical and problem-solving abilities

This role requires a proactive, detail-oriented professional with strong communication skills and the ability to foster positive relationships across the firm and with clients.

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