Senior executive assistant [h1.location_city]

About Our Team

MarksNelson, a Springline company, is an award-winning regional firm with the reach and resources of a national powerhouse. As a founding firm member of Springline Advisory, we bring expanded capabilities, deeper expertise, and even greater opportunities to serve our clients-while staying true to the personalized, high-touch service and vibrant culture that sets us apart.

This is an exciting time to join our firm as we redefine the middle-market accounting and business advisory space. We proudly invest in our people with a winning blend of values, expertise, and ambition. Our people-first approach empowers our team members to thrive within a culture that supports growth, innovation, and collaboration. Our commitment to investing in talent means flexibility, professional development, enhanced benefits, and a range of career paths to explore.

About the Role

The Executive Assistant supports the firm's Insurance Tax practice and Partners and serves as a central resource for both executive-level administrative support and team operations. This role ensures the smooth functioning of the insurance tax practice, coordinating logistics, managing communications, and overseeing day-to-day team needs.

What You'll Do

• Schedule meetings and manage Partner's calendar; liaise with staff, partners, and external parties on executive availability.
• Coordinate internal and external Insurance Tax team meetings and events, secure appropriate venues, catering, and necessary equipment, including audio and visual technology that meets all participant needs; prepare and disseminate logistics information.
• Communicate with clients during events, via email and telephone.
• Manage meeting materials, take meeting minutes, disseminate key information, and track action items.
• Draft, track, and organize client engagement letters.
• Manage travel arrangements for the Partners, Directors, and Managers, as needed.
• Prepare and edit presentations, documents, graphs, visuals, and reports.
• Maintain organized files and ensure information is easily accessible.
• Submit timely, accurate, and policy-compliant expense reports and timesheets.
• Produce briefing materials and talking points for meetings and events.
• Proactively identify tools and processes to improve administrative efficiency.
• Assist para professional and associate staff with tasks supporting the Insurance Tax practice.
• Ensure compliance with health, safety, and security protocols.
• Support onboarding of new employees, including workspace setup and orientation.
• Facilitate Insurance Tax employee appreciation / gratitude things like birthdays, anniversaries, sympathy gifts, etc.
• Prolonged periods of sitting at a desk and working on a computer
• Frequent use of eye, hand and finger coordination enabling the use of office machinery
• Oral and auditory capacity enabling interpersonal communication as well as communication through devices such as a telephone
• Must be able to lift up to 10 pounds frequently and up to 20 pounds occasionally
• Must be able to access and navigate each department at the organization's facilities
• Ability to drive, as some independent, out-of-town travel is required.

About You

Why Join Us

We're growing rapidly and constantly evolving, allowing our team members to share their unique perspectives, solve new challenges, and own their careers. We're committed to supporting your happiness, health, and overall well-being by providing comprehensive benefits and perks, including :

MarksNelson Advisory, a Springline company, is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

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Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.