Executive Assistant Sr. Associate - Financial Consulting at RSM: Role Overview

RSM is a leading provider of professional services to the middle market, driven by a purpose to instill confidence in a world of change. As an Executive Assistant Sr. Associate within the Financial Consulting team in Boston, Massachusetts, you will play a pivotal role in supporting one or more RSM leaders and their teams. This position demands a highly skilled and efficient individual capable of managing day-to-day activities with precision and strategic insight.

Key Responsibilities

• Calendar and Schedule Management: Serve as the primary point person for maintaining all calendar appointments, ensuring meetings are scheduled in advance and prioritized effectively.
• Travel Coordination: Coordinate all travel arrangements, including flights, cars, hotels, and meals, ensuring seamless travel experiences for the leaders you support.
• Expense Reporting: Submit expense reports in a timely and accurate manner.
• Meeting Management: Handle all aspects of meeting administration, including sending invitations, managing logistics, tracking attendees, creating agendas, developing content, taking detailed notes, and following up on action items.
• Task Management: Maintain daily, weekly, and monthly to-do lists, proactively following up on outstanding items to ensure timely completion.
• Proactive Support: Anticipate needs and independently apply a systematic approach to achieve desired outcomes, demonstrating a proactive and solution-oriented mindset.
• Confidential Correspondence: Routinely handle confidential correspondence with the utmost discretion and professionalism.
• Project and Event Management: Delegate or take ownership of projects and events as assigned, including conducting thorough research, establishing clear timelines, organizing intricate details, and diligently following through with execution.
• Documentation and Reporting: Create and maintain comprehensive documentation to identify, plan, and follow up on active assignments for leaders and other contributors. Prepare and proofread information, including correspondence, PowerPoint slides, handouts, and spreadsheets, ensuring a polished and consistent appearance.
• Data Compilation: Independently compile data from a variety of resources and prepare accurate and insightful reports and documentation.
• Quality Assurance: Review the work product of other executive assistants, ensuring high-quality and consistent deliverables.
• Financial Reconciliation: Review invoices and charges on firm-issued purchasing cards for accuracy and reconcile them promptly, as needed.
• Knowledge Resource: Serve as a knowledgeable resource for leaders and teams, answering questions on established processes to ensure consistent and efficient support across the business.

A Day in the Life of an Executive Assistant Sr. Associate at RSM

Your day as an Executive Assistant Sr. Associate at RSM is dynamic and varied, requiring adaptability and exceptional organizational skills. Here’s a glimpse into a typical day:

1. Morning Start: Begin by reviewing and prioritizing the leader's calendar, confirming appointments, and preparing any necessary materials for upcoming meetings.
2. Communication Management: Respond to emails and phone calls, filtering and prioritizing communications to ensure leaders address urgent matters promptly.
3. Meeting Coordination: Coordinate logistics for internal and external meetings, including booking conference rooms, arranging catering, and preparing presentation materials.
4. Travel Arrangements: Book flights, hotels, and transportation for upcoming business trips, ensuring all travel arrangements align with the leader’s preferences and company policies.
5. Expense Reporting: Process expense reports, ensuring all receipts are properly documented and expenses are within policy guidelines.
6. Project Support: Assist with ongoing projects by conducting research, compiling data, and creating reports.
7. Documentation: Maintain and organize files, records, and other important documents, ensuring easy access and retrieval.
8. Problem Solving: Address any issues or challenges that arise throughout the day, finding creative solutions to keep things running smoothly.
9. Afternoon Check-In: Check in with leaders to provide updates on tasks, confirm upcoming appointments, and address any new requests or priorities.
10. Collaboration: Collaborate with other administrative staff and team members to ensure seamless support and efficient operations.

Why Boston, Massachusetts?

Boston is a vibrant and dynamic city known for its rich history, thriving economy, and strong professional services sector. As a hub for finance, healthcare, and technology, Boston offers numerous opportunities for career growth and professional development. The city boasts a highly educated workforce, a diverse cultural landscape, and a high quality of life.

Working in Boston provides access to a wide range of cultural and recreational activities, including world-class museums, theaters, and sporting events. The city is also home to top-rated restaurants, a lively nightlife scene, and beautiful parks and green spaces. With its excellent public transportation system and walkable neighborhoods, Boston is a great place to live and work.

Career Path

The Executive Assistant Sr. Associate role at RSM offers a clear career path for motivated and high-performing individuals. Starting in this position, you can advance to roles with increasing responsibility and complexity. Here are some potential career paths:

• Executive Assistant Manager: Oversee a team of executive assistants and provide leadership and guidance to ensure consistent and high-quality support.
• Project Coordinator: Manage complex projects and initiatives, working closely with cross-functional teams to achieve project goals.
• Office Manager: Oversee the day-to-day operations of an office, managing administrative staff and ensuring a smooth and efficient work environment.
• Human Resources Specialist: Transition into a role within the HR department, focusing on talent management, employee relations, or training and development.

Salary & Benefits

The salary range for an Executive Assistant Sr. Associate in Boston, Massachusetts, typically falls between $65,000 and $95,000 per year, depending on experience, skills, and qualifications. RSM also offers a comprehensive benefits package that includes:

• Health Insurance: Comprehensive medical, dental, and vision coverage.
• Paid Time Off: Generous paid time off (PTO) and holidays.
• Retirement Plan: 401(k) retirement plan with company match.
• Employee Stock Purchase Plan: Employee stock purchase plan (ESPP).
• Life Insurance: Life insurance and disability coverage.
• Flexible Spending Accounts: Flexible spending accounts (FSA) and health savings accounts (HSA).
• Professional Development: Professional development opportunities and training programs.
• Tuition Reimbursement: Tuition reimbursement for continuing education.
• Employee Assistance Program: Employee assistance program (EAP) for confidential counseling and support.
• Wellness Programs: Wellness programs and resources to promote employee well-being.
• Parental Leave: Paid parental leave for new parents.
• Adoption Assistance: Adoption assistance.

RSM Culture

RSM is committed to creating a supportive and inclusive work environment where employees can thrive both personally and professionally. The company values teamwork, collaboration, and innovation, and encourages employees to share their ideas and contribute to the success of the organization. RSM also prioritizes diversity and inclusion, recognizing that a diverse workforce brings a wide range of perspectives and experiences to the table.

How to Apply

If you are a highly skilled and motivated executive assistant looking for a challenging and rewarding career opportunity, we encourage you to apply for the Executive Assistant Sr. Associate position at RSM in Boston, Massachusetts. To apply, please submit your resume and cover letter through the RSM careers website. Be sure to highlight your relevant experience, skills, and qualifications, and explain why you are interested in working for RSM.

Frequently Asked Questions (FAQ)

1. What are the key responsibilities of an Executive Assistant Sr. Associate? The key responsibilities include calendar management, travel coordination, expense reporting, meeting management, project support, and documentation.
2. What qualifications are required for this role? Proven experience as an Executive Assistant, strong organizational skills, excellent communication skills, and proficiency in Microsoft Office Suite are required.
3. What is the salary range for this position? The typical salary range is between $65,000 and $95,000 per year, depending on experience and qualifications.
4. What benefits does RSM offer? RSM offers a comprehensive benefits package, including health insurance, paid time off, a 401(k) plan, and professional development opportunities.
5. What is the career path for this role? Potential career paths include Executive Assistant Manager, Project Coordinator, Office Manager, and Human Resources Specialist.
6. What is the work environment like at RSM? RSM is committed to creating a supportive and inclusive work environment where employees can thrive.
7. How can I apply for this position? You can apply by submitting your resume and cover letter through the RSM careers website.
8. What is the company culture at RSM? RSM values teamwork, collaboration, and innovation, and prioritizes diversity and inclusion.
9. What opportunities are there for professional development? RSM offers professional development opportunities and training programs to help employees grow and advance in their careers.
10. Is there room for growth within the company? Yes, RSM provides opportunities for career advancement and growth within the organization.