Apercen Partners LLC provides comprehensive tax compliance and consulting solutions for ultra-high net worth families. Since our inception in 2008, we’ve become a recognized leader throughout professional services industries. Our growth has been driven by superior client service and supported by a dynamic and innovative culture. A career at Apercen Partners LLC offers an opportunity to make an impact in a fast-growing organization.

The Apercen Partners LLC Executive Assistant is responsible for providing high-level administrative support to the FOS President including handling information requests, proactively monitoring e-mail and routing information requests, receiving visitors, arranging conference calls, scheduling meetings, and providing high-level support for FOS administrative needs.

•  Maintains and updates FOS President’s appointment schedule including scheduling meetings, conferences, teleconferences, and travel

• Assists with email management per direction by FOS President
• Drafts e-mails, letters and documents; collecting and analyzing information; initiating e-mails and telecommunications
• Organizes and prioritizes internal and external requests of FOS President’s time and resources
• Provides task management support and drives workflow efficiencies; monitors project status and generates weekly reports
• Deals with highly confidential issues in a discreet and respectful manner
• Provides hospitality for clients and guests by greeting them on the telephone and answering or directing inquiries
• Creates templates utilizing Microsoft Word, Excel, and PowerPoint for client messages, e-mails, billing and presentations
• Supports FOS team with client materials assembly, client mail sorting, and other office support as needed
• Processes and reconciles all expenses for FOS President on a monthly basis
• Inputs time for FOS President and self into practice management tool
• Assists FOS President with the management of client billing, including billing schedule, and following-up with outstanding items
• Occasionally provides personal administrative support including scheduling personal appointments, travel, and reservations
• Completes various special projects as required

• 3-5+ years of applicable experience
• Strong communication (both oral and written) with proficiency in Microsoft Office (Word, Excel, and Outlook)
• Exceptional interpersonal skills and meticulous attention to detail
• Ability to maintain a high level of confidentiality and sustain professionalism with internal and external clients
• Diplomatic and discreet team player
• Knowledge of English language including rules of composition and grammar
• A.A. Degree or equivalent

Desired Qualifications:  

• Bachelor’s degree from accredited college or university
• Certified Notary

*Apercen Partners offers competitive benefits including medical, dental, vision, 401K matching, paid firm holidays, paid time off and firm-sponsored technology.

Questions?  Please email careers@apercen.com